Broadleaf Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Broadleaf Partners, LLC

$367 Million
Q1 2025

A detailed history of Broadleaf Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Broadleaf Partners, LLC holds 172,822 shares of SCHD stock, worth $4.52 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares

172,822

Previous 169,188 2.15%

Holding current value

$4.52 Million

Previous $4.62 Million 4.54%

% of portfolio

1.32%

Previous 1.15%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$27.01 - $28.54 $98,154 - $103,714	3,634 Added 2.15%	172,822 $4.83 Million
Q4 2024 Feb 13, 2025	BUY	$26.93 - $84.95 $3.1 Million - $9.77 Million	114,953 Added 211.95%	169,188 $4.62 Million
Q3 2024 Nov 12, 2024	BUY	$77.02 - $85.06 $137,326 - $151,661	1,783 Added 3.4%	54,235 $4.58 Million
Q2 2024 Aug 12, 2024	BUY	$75.81 - $80.15 $58,904 - $62,276	777 Added 1.5%	52,452 $4.08 Million
Q1 2024 May 14, 2024	BUY	$75.25 - $80.63 $21,371 - $22,898	284 Added 0.55%	51,675 $4.17 Million
Q4 2023 Feb 13, 2024	SELL	$66.9 - $76.32 $35,657 - $40,678	-533 Reduced 1.03%	51,391 $3.91 Million
Q3 2023 Nov 13, 2023	BUY	$70.63 - $75.66 $536,646 - $574,864	7,598 Added 17.14%	51,924 $3.67 Million
Q2 2023 Aug 11, 2023	BUY	$69.18 - $73.94 $65,790 - $70,316	951 Added 2.19%	44,326 $3.22 Million
Q1 2023 May 11, 2023	BUY	$70.28 - $78.03 $267,274 - $296,748	3,803 Added 9.61%	43,375 $3.17 Million
Q4 2022 Feb 10, 2023	BUY	$67.16 - $79.06 $18,939 - $22,294	282 Added 0.72%	39,572 $2.99 Million
Q3 2022 Nov 08, 2022	BUY	$66.43 - $77.87 $2,258 - $2,647	34 Added 0.09%	39,290 $2.61 Million
Q2 2022 Aug 09, 2022	SELL	$70.31 - $80.24 $271,818 - $310,207	-3,866 Reduced 8.97%	39,256 $2.81 Million
Q1 2022 May 11, 2022	SELL	$75.14 - $81.94 $175,376 - $191,247	-2,334 Reduced 5.13%	43,122 $3.4 Million
Q4 2021 Feb 09, 2022	SELL	$74.93 - $80.86 $53,874 - $58,138	-719 Reduced 1.56%	45,456 $3.67 Million
Q3 2021 Nov 09, 2021	BUY	$74.23 - $78.13 $16,330 - $17,188	220 Added 0.48%	46,175 $3.43 Million
Q2 2021 Jul 15, 2021	SELL	$73.32 - $77.65 $164,750 - $174,479	-2,247 Reduced 4.66%	45,955 $3.48 Million
Q1 2021 Apr 23, 2021	SELL	$63.23 - $73.67 $58,550 - $68,218	-926 Reduced 1.88%	48,202 $3.52 Million
Q4 2020 Feb 24, 2021	BUY	$54.8 - $65.16 $112,285 - $133,512	2,049 Added 4.35%	49,128 $3.15 Million
Q3 2020 Oct 23, 2020	BUY	$50.37 - $58.54 $39,187 - $45,544	778 Added 1.68%	47,079 $2.6 Million
Q2 2020 Aug 04, 2020	SELL	$43.56 - $56.5 $32,582 - $42,262	-748 Reduced 1.59%	46,301 $2.4 Million
Q1 2020 May 05, 2020	BUY	$39.5 - $59.28 $535,857 - $804,192	13,566 Added 40.52%	47,049 $2.12 Million
Q4 2019 Jan 31, 2020	BUY	$52.87 - $58.15 $55,936 - $61,522	1,058 Added 3.26%	33,483 $1.94 Million
Q3 2019 Oct 21, 2019	BUY	$54.39 - $55.76 $73,100 - $74,941	1,344 Added 4.32%	32,425 $1.78 Million
Q2 2019 Jul 19, 2019	BUY	N/A	1,984 Added 6.82%	31,081 $1.65 Million
Q1 2019 Apr 10, 2019	BUY	N/A	22 Added 0.08%	29,097 $1.52 Million
Q1 2019 Apr 09, 2019	BUY	N/A	344 Added 1.2%	29,075 $1.51 Million
Q4 2018 Jan 15, 2019	BUY	N/A	506 Added 1.79%	28,731 $1.35 Million
Q3 2018 Oct 12, 2018	BUY	N/A	2,709 Added 10.62%	28,225 $1.5 Million
Q2 2018 Aug 07, 2018	SELL	N/A	-25,516 Reduced 50.0%	25,516 $1.26 Million
Q2 2018 Jul 17, 2018	BUY	N/A	27,854 Added 120.17%	51,032 $2.52 Million
Q1 2018 Apr 20, 2018	BUY	N/A	2,210 Added 10.54%	23,178 $1.14 Million
Q4 2017 Jan 12, 2018	BUY	N/A	20,968	20,968 $1.07 Million

Others Institutions Holding SCHD

# of Institutions

1,995

Shares Held

887M

Call Options Held

4.89M

Put Options Held

2.23M

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Broadleaf Partners, LLC Schwab Strategic Tr Us Dividen Transaction History