Peachtree Investment Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Peachtree Investment Partners’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.5K	Buy	458 +308	+205%	+$10.2K	0.01%	128
2026 Q1	$4.36K	Buy	+150	New	+$4.5K	﹤0.01%	126
2025 Q2	–	Sell	-33	Closed	-$775	–	130
2025 Q1	$775	Hold	33	–	–	﹤0.01%	124
2024 Q4	$853	Buy	+33	New	+$878	﹤0.01%	111
2021 Q2	–	Sell	-1,104	Closed	-$27K	–	97
2021 Q1	$27K	Buy	1,104 +1,100	+27,500%	+$27.1K	0.02%	83
2020 Q4	$0	Buy	+4	New	+$80	﹤0.01%	91
2020 Q2	–	Sell	-1,052	Closed	-$13K	–	80
2020 Q1	$13K	Buy	1,052 +4	+0.4%	+$68	0.01%	61
2019 Q4	$20K	Buy	+1,048	New	+$19K	0.01%	76

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Peachtree Investment Partners's SCHA Position: Q2 2026 in Review

Peachtree Investment Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 205% in Q2 2026, buying an estimated $10.2K and bringing the position to 458 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #128.

Peachtree Investment Partners first reported a position in SCHA in Q4 2019 and has held it in 8 quarters since. The position peaked at $27K in Q1 2021. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Peachtree Investment Partners held 458 shares of Schwab U.S Small- Cap ETF worth $16.5K as of Q2 2026.
Peachtree Investment Partners bought 308 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $10.2K.
Schwab U.S Small- Cap ETF made up 0.01% of Peachtree Investment Partners's portfolio in Q2 2026, its #128 holding.
Peachtree Investment Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 8 quarters since.
Peachtree Investment Partners's Schwab U.S Small- Cap ETF position peaked at $27K in Q1 2021.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Peachtree Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.