Schwab U S Broad Market ETF shares owned by Broadleaf Partners
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Broadleaf Partners
from 13F filings
Historical chart of Broadleaf Partners investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Broadleaf Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $613k | 24k | 25.71 |
| 2025-06-30 | $573k | 24k | 23.83 |
| 2025-03-31 | $517k | 24k | 21.53 |
| 2024-12-31 | $534k | 24k | 22.70 |
| 2024-09-30 | $521k | 7.8k | 66.52 |
| 2024-06-30 | $491k | 7.8k | 62.87 |
| 2024-03-31 | $463k | 7.6k | 61.05 |
| 2023-09-30 | $355k | 7.1k | 49.85 |
| 2023-06-30 | $367k | 7.1k | 51.70 |
| 2023-03-31 | $340k | 7.1k | 47.85 |
| 2022-12-31 | $1.9M | 42k | 44.81 |
| 2022-09-30 | $1.8M | 42k | 42.00 |
| 2022-06-30 | $1.9M | 42k | 44.19 |
| 2022-03-31 | $2.3M | 43k | 53.39 |
| 2021-12-31 | $2.4M | 21k | 113.00 |
| 2021-09-30 | $350k | 3.4k | 103.86 |
| 2021-06-30 | $423k | 4.1k | 104.19 |
| 2021-03-31 | $364k | 3.8k | 96.68 |
| 2020-12-31 | $335k | 3.7k | 90.93 |
| 2020-09-30 | $293k | 3.7k | 79.73 |
| 2020-06-30 | $265k | 3.6k | 73.45 |
| 2020-03-31 | $211k | 3.5k | 60.39 |