PIA
SCHB icon

Peachtree Investment Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Peachtree Investment Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$468K Buy
46,890
+1,380
+3% +$14.9K 0.36% 46
2018
Q3 		$534K Sell
45,510
-870
-2% -$10K 0.36% 50
2018
Q2 		$510K Buy
46,380
+720
+2% +$7.87K 0.37% 50
2018
Q1 		$485K Buy
45,660
+3,072
+7% +$33.8K 0.36% 50
2017
Q4 		$458K Buy
42,588
+900
+2% +$9.44K 0.35% 56
2017
Q3 		$423K Buy
41,688
+1,848
+5% +$18.3K 0.36% 54
2017
Q2 		$388K Buy
39,840
+1,500
+4% +$14.5K 0.33% 62
2017
Q1 		$365K Buy
38,340
+3,780
+11% +$35.5K 0.33% 63
2016
Q4 		$312K Buy
34,560
+780
+2% +$6.87K 0.31% 75
2016
Q3 		$295K Buy
33,780
+150
+0.4% +$1.3K 0.29% 73
2016
Q2 		$282K Sell
33,630
-1,170
-3% -$9.71K 0.29% 77
2016
Q1 		$286K Buy
34,800
+4,950
+17% +$38.5K 0.29% 80
2015
Q4 		$244K Buy
29,850
+2,520
+9% +$20.8K 0.26% 83
2015
Q3 		$211K Buy
27,330
+17,748
+185% +$146K 0.22% 98
2015
Q2 		$80K Buy
9,582
+900
+10% +$7.69K 0.06% 166
2015
Q1 		$73K Buy
8,682
+1,542
+22% +$12.9K 0.05% 179
2014
Q4 		$59K Buy
7,140
+1,020
+17% +$8.26K 0.04% 201
2014
Q3 		$49K Buy
+6,120
New +$48.9K 0.03% 208

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Peachtree Investment Advisors's SCHB Position: Q4 2018 in Review

Peachtree Investment Advisors increased its Schwab US Broad Market ETF (SCHB) stake by 3% in Q4 2018, buying an estimated $14.9K and bringing the position to 46,890 shares worth $468K. The position accounts for 0.36% of the portfolio, ranked #46.

Peachtree Investment Advisors first reported a position in SCHB in Q3 2014 and has held it in 18 quarters since. The position peaked at $534K in Q3 2018. 538 funds tracked by Wall St. Rank hold SCHB as of Q4 2018.

  • Peachtree Investment Advisors held 46,890 shares of Schwab US Broad Market ETF worth $468K as of Q4 2018.
  • Peachtree Investment Advisors bought 1,380 Schwab US Broad Market ETF shares in Q4 2018, an estimated $14.9K.
  • Schwab US Broad Market ETF made up 0.36% of Peachtree Investment Advisors's portfolio in Q4 2018, its #46 holding.
  • Peachtree Investment Advisors first reported a position in Schwab US Broad Market ETF in Q3 2014 and has held it in 18 quarters since.
  • Peachtree Investment Advisors's Schwab US Broad Market ETF position peaked at $534K in Q3 2018.
  • 538 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.