Peachtree Investment Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-33
| Closed | -$775 | – | 130 |
|
|
2025
Q1 | $775 | Hold |
33
| – | – | ﹤0.01% | 124 |
|
|
2024
Q4 | $853 | Buy |
+33
| New | +$853 | ﹤0.01% | 111 |
|
|
2021
Q2 | – | Sell |
-1,104
| Closed | -$27K | – | 97 |
|
|
2021
Q1 | $27K | Buy |
1,104
+1,100
| +27,500% | +$26.9K | 0.02% | 83 |
|
|
2020
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 91 |
|
|
2020
Q2 | – | Sell |
-1,052
| Closed | -$13K | – | 80 |
|
|
2020
Q1 | $13K | Buy |
1,052
+4
| +0.4% | +$49 | 0.01% | 61 |
|
|
2019
Q4 | $20K | Buy |
+1,048
| New | +$20K | 0.01% | 76 |
|