Broadleaf Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History

Broadleaf Partners, LLC

  • $367 Million
  • Q1 2025

A detailed history of Broadleaf Partners, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Broadleaf Partners, LLC holds 219,217 shares of SCHM stock, worth $5.93 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares
219,217
Previous 219,984 0.35%
Holding current value
$5.93 Million
Previous $6.1 Million 5.78%
% of portfolio
1.56%
Previous 1.51%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$25.58 - $29.24 $19,619 - $22,427
-767 Reduced 0.35%
219,217 $5.74 Million
Q4 2024

Feb 13, 2025
BUY
$27.54 - $83.04 $4.06 Million - $12.2 Million
147,258 Added 202.48%
219,984 $6.1 Million
Q3 2024

Nov 12, 2024
BUY
$75.47 - $83.18 $173,354 - $191,064
2,297 Added 3.26%
72,726 $6.04 Million
Q2 2024

Aug 12, 2024
SELL
$75.69 - $81.19 $64,185 - $68,849
-848 Reduced 1.19%
70,429 $5.48 Million
Q1 2024

May 14, 2024
BUY
$72.89 - $81.43 $105,107 - $117,422
1,442 Added 2.06%
71,277 $5.8 Million
Q4 2023

Feb 13, 2024
SELL
$63.01 - $75.95 $22,431 - $27,038
-356 Reduced 0.51%
69,835 $5.26 Million
Q3 2023

Nov 13, 2023
BUY
$66.75 - $73.98 $340,959 - $377,889
5,108 Added 7.85%
70,191 $4.75 Million
Q2 2023

Aug 11, 2023
BUY
$65.29 - $71.03 $106,357 - $115,707
1,629 Added 2.57%
65,083 $4.62 Million
Q1 2023

May 11, 2023
BUY
$64.24 - $73.9 $393,726 - $452,933
6,129 Added 10.69%
63,454 $4.31 Million
Q4 2022

Feb 10, 2023
BUY
$61.05 - $69.94 $11,843 - $13,568
194 Added 0.34%
57,325 $3.76 Million
Q3 2022

Nov 08, 2022
SELL
$60.5 - $72.51 $15,730 - $18,852
-260 Reduced 0.45%
57,131 $3.46 Million
Q2 2022

Aug 09, 2022
SELL
$60.91 - $76.4 $95,385 - $119,642
-1,566 Reduced 2.66%
57,391 $3.6 Million
Q1 2022

May 11, 2022
SELL
$70.66 - $80.89 $858,801 - $983,137
-12,154 Reduced 17.09%
58,957 $4.47 Million
Q4 2021

Feb 09, 2022
SELL
$76.01 - $83.39 $64,912 - $71,215
-854 Reduced 1.19%
71,111 $5.72 Million
Q3 2021

Nov 09, 2021
BUY
$74.65 - $80.95 $63,153 - $68,483
846 Added 1.19%
71,965 $5.52 Million
Q2 2021

Jul 15, 2021
SELL
$74.64 - $79.12 $28,512 - $30,223
-382 Reduced 0.53%
71,119 $5.57 Million
Q1 2021

Apr 23, 2021
SELL
$67.07 - $76.85 $76,593 - $87,762
-1,142 Reduced 1.57%
71,501 $5.32 Million
Q4 2020

Feb 24, 2021
BUY
$55.93 - $68.45 $43,681 - $53,459
781 Added 1.09%
72,643 $4.95 Million
Q3 2020

Oct 23, 2020
BUY
$51.99 - $58.83 $71,070 - $80,420
1,367 Added 1.94%
71,862 $3.99 Million
Q2 2020

Aug 04, 2020
SELL
$39.01 - $57.03 $42,911 - $62,733
-1,100 Reduced 1.54%
70,495 $3.71 Million
Q1 2020

May 05, 2020
BUY
$35.83 - $62.24 $74,060 - $128,650
2,067 Added 2.97%
71,595 $3.02 Million
Q4 2019

Jan 31, 2020
BUY
$54.56 - $60.24 $156,314 - $172,587
2,865 Added 4.3%
69,528 $4.18 Million
Q3 2019

Oct 21, 2019
BUY
$56.23 - $57.59 $187,639 - $192,177
3,337 Added 5.27%
66,663 $3.77 Million
Q2 2019

Jul 19, 2019
BUY
N/A
3,986 Added 6.72%
63,326 $3.62 Million
Q1 2019

Apr 10, 2019
BUY
N/A
59 Added 0.1%
59,340 $3.29 Million
Q1 2019

Apr 09, 2019
BUY
N/A
894 Added 1.53%
59,281 $3.29 Million
Q4 2018

Jan 15, 2019
BUY
N/A
1,625 Added 2.86%
58,387 $2.8 Million
Q3 2018

Oct 12, 2018
BUY
N/A
2,416 Added 4.45%
56,762 $3.28 Million
Q2 2018

Aug 07, 2018
SELL
N/A
-54,346 Reduced 50.0%
54,346 $2.98 Million
Q2 2018

Jul 17, 2018
BUY
N/A
58,081 Added 114.76%
108,692 $5.97 Million
Q1 2018

Apr 20, 2018
BUY
N/A
8,890 Added 21.31%
50,611 $2.68 Million
Q4 2017

Jan 12, 2018
BUY
N/A
41,721
41,721 $2.22 Million

Others Institutions Holding SCHM

# of Institutions
1,004
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.47K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
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More about SCHM
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