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

Peachtree Investment Partners’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
2026
Q2 		$3.05M Sell
105,452
-10,185
-9% -$285K 0.98% 20
2026
Q1 		$2.9M Buy
115,637
+39,696
+52% +$1.04M 1.11% 21
2025
Q4 		$1.99M Buy
75,941
+3,103
+4% +$80.8K 0.66% 27
2025
Q3 		$1.87M Sell
72,838
-132
-0.2% -$3.27K 0.65% 27
2025
Q2 		$1.74M Buy
72,970
+3,466
+5% +$76.3K 0.66% 25
2025
Q1 		$1.5M Buy
69,504
+5,503
+9% +$125K 0.59% 26
2024
Q4 		$1.45M Buy
64,001
+497
+0.8% +$11.4K 0.54% 25
2024
Q3 		$1.41M Buy
63,504
+213
+0.3% +$4.55K 0.53% 27
2024
Q2 		$1.33M Sell
63,291
-3,261
-5% -$66.1K 0.52% 28
2024
Q1 		$1.35M Sell
66,552
-6,906
-9% -$134K 0.55% 26
2023
Q4 		$1.36M Buy
73,458
+3,231
+5% +$55.8K 0.56% 27
2023
Q3 		$1.17M Buy
70,227
+1,581
+2% +$27.4K 0.6% 26
2023
Q2 		$1.18M Buy
68,646
+243
+0.4% +$3.96K 0.54% 26
2023
Q1 		$1.09M Sell
68,403
-1,185
-2% -$18.5K 0.68% 27
2022
Q4 		$1.04M Hold
69,588
– – 0.63% 32
2022
Q3 		$974K Sell
69,588
-8,292
-11% -$129K 0.65% 27
2022
Q2 		$1.15M Sell
77,880
-67,590
-46% -$1.08M 0.72% 29
2022
Q1 		$2.59M Buy
145,470
+3,126
+2% +$54.9K 1.19% 22
2021
Q4 		$2.68M Sell
142,344
-300
-0.2% -$5.52K 1.12% 21
2021
Q3 		$2.47M Buy
142,644
+6,180
+5% +$110K 1.21% 21
2021
Q2 		$2.37M Buy
136,464
+19,986
+17% +$338K 1.16% 21
2021
Q1 		$1.88M Buy
116,478
+48,060
+70% +$758K 1.08% 22
2020
Q4 		$1.04M Buy
68,418
+234
+0.3% +$3.33K 0.6% 31
2020
Q3 		$905K Sell
68,184
-7,212
-10% -$94.8K 0.62% 30
2020
Q2 		$923K Buy
75,396
+144
+0.2% +$1.66K 0.76% 23
2020
Q1 		$757K Buy
75,252
+6,540
+10% +$79.1K 0.76% 23
2019
Q4 		$880K Buy
68,712
+3,978
+6% +$48.8K 0.61% 29
2019
Q3 		$766K Sell
64,734
-1,824
-3% -$21.6K 0.61% 32
2019
Q2 		$782K Sell
66,558
-5,076
-7% -$58.6K 0.61% 31
2019
Q1 		$812K Sell
71,634
-4,620
-6% -$50.4K 0.69% 29
2018
Q4 		$762K Buy
+76,254
New +$824K 0.87% 28

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Peachtree Investment Partners reduced its Schwab US Broad Market ETF (SCHB) stake by 8.8% in Q2 2026, selling an estimated $285K and leaving 105,452 shares worth $3.05M. The position accounts for 0.98% of the portfolio, ranked #20.

Peachtree Investment Partners first reported a position in SCHB in Q4 2018 and has held it in 31 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Peachtree Investment Partners held 105,452 shares of Schwab US Broad Market ETF worth $3.05M as of Q2 2026.
  • Peachtree Investment Partners sold 10,185 Schwab US Broad Market ETF shares in Q2 2026, an estimated $285K.
  • Schwab US Broad Market ETF made up 0.98% of Peachtree Investment Partners's portfolio in Q2 2026, its #20 holding.
  • Peachtree Investment Partners first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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