Peachtree Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $468K | Buy |
46,890
+1,380
| +3% | +$13.8K | 0.36% | 46 |
|
|
2018
Q3 | $534K | Sell |
45,510
-870
| -2% | -$10.2K | 0.36% | 50 |
|
|
2018
Q2 | $510K | Buy |
46,380
+720
| +2% | +$7.92K | 0.37% | 50 |
|
|
2018
Q1 | $485K | Buy |
45,660
+3,072
| +7% | +$32.6K | 0.36% | 50 |
|
|
2017
Q4 | $458K | Buy |
42,588
+900
| +2% | +$9.68K | 0.35% | 56 |
|
|
2017
Q3 | $423K | Buy |
41,688
+1,848
| +5% | +$18.8K | 0.36% | 54 |
|
|
2017
Q2 | $388K | Buy |
39,840
+1,500
| +4% | +$14.6K | 0.33% | 62 |
|
|
2017
Q1 | $365K | Buy |
38,340
+3,780
| +11% | +$36K | 0.33% | 63 |
|
|
2016
Q4 | $312K | Buy |
34,560
+780
| +2% | +$7.04K | 0.31% | 75 |
|
|
2016
Q3 | $295K | Buy |
33,780
+150
| +0.4% | +$1.31K | 0.29% | 73 |
|
|
2016
Q2 | $282K | Sell |
33,630
-1,170
| -3% | -$9.81K | 0.29% | 77 |
|
|
2016
Q1 | $286K | Buy |
34,800
+4,950
| +17% | +$40.7K | 0.29% | 80 |
|
|
2015
Q4 | $244K | Buy |
29,850
+2,520
| +9% | +$20.6K | 0.26% | 83 |
|
|
2015
Q3 | $211K | Buy |
27,330
+17,748
| +185% | +$137K | 0.22% | 98 |
|
|
2015
Q2 | $80K | Buy |
9,582
+900
| +10% | +$7.51K | 0.06% | 166 |
|
|
2015
Q1 | $73K | Buy |
8,682
+1,542
| +22% | +$13K | 0.05% | 179 |
|
|
2014
Q4 | $59K | Buy |
7,140
+1,020
| +17% | +$8.43K | 0.04% | 201 |
|
|
2014
Q3 | $49K | Buy |
+6,120
| New | +$49K | 0.03% | 208 |
|