Peachtree Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
72,970
+3,466
| +5% | +$82.6K | 0.66% | 25 |
|
|
2025
Q1 | $1.5M | Buy |
69,504
+5,503
| +9% | +$118K | 0.59% | 26 |
|
|
2024
Q4 | $1.45M | Buy |
64,001
+497
| +0.8% | +$11.3K | 0.54% | 25 |
|
|
2024
Q3 | $1.41M | Buy |
63,504
+213
| +0.3% | +$4.72K | 0.53% | 27 |
|
|
2024
Q2 | $1.33M | Sell |
63,291
-3,261
| -5% | -$68.3K | 0.52% | 28 |
|
|
2024
Q1 | $1.35M | Sell |
66,552
-6,906
| -9% | -$141K | 0.55% | 26 |
|
|
2023
Q4 | $1.36M | Buy |
73,458
+3,231
| +5% | +$60K | 0.56% | 27 |
|
|
2023
Q3 | $1.17M | Buy |
70,227
+1,581
| +2% | +$26.3K | 0.6% | 26 |
|
|
2023
Q2 | $1.18M | Buy |
68,646
+243
| +0.4% | +$4.19K | 0.54% | 26 |
|
|
2023
Q1 | $1.09M | Sell |
68,403
-1,185
| -2% | -$18.9K | 0.68% | 27 |
|
|
2022
Q4 | $1.04M | Hold |
69,588
| – | – | 0.63% | 32 |
|
|
2022
Q3 | $974K | Sell |
69,588
-8,292
| -11% | -$116K | 0.65% | 27 |
|
|
2022
Q2 | $1.15M | Sell |
77,880
-67,590
| -46% | -$995K | 0.72% | 29 |
|
|
2022
Q1 | $2.59M | Buy |
145,470
+3,126
| +2% | +$55.6K | 1.19% | 22 |
|
|
2021
Q4 | $2.68M | Sell |
142,344
-300
| -0.2% | -$5.65K | 1.12% | 21 |
|
|
2021
Q3 | $2.47M | Buy |
142,644
+6,180
| +5% | +$107K | 1.21% | 21 |
|
|
2021
Q2 | $2.37M | Buy |
136,464
+19,986
| +17% | +$347K | 1.16% | 21 |
|
|
2021
Q1 | $1.88M | Buy |
116,478
+48,060
| +70% | +$774K | 1.08% | 22 |
|
|
2020
Q4 | $1.04M | Buy |
68,418
+234
| +0.3% | +$3.55K | 0.6% | 31 |
|
|
2020
Q3 | $905K | Sell |
68,184
-7,212
| -10% | -$95.7K | 0.62% | 30 |
|
|
2020
Q2 | $923K | Buy |
75,396
+144
| +0.2% | +$1.76K | 0.76% | 23 |
|
|
2020
Q1 | $757K | Buy |
75,252
+6,540
| +10% | +$65.8K | 0.76% | 23 |
|
|
2019
Q4 | $880K | Buy |
68,712
+3,978
| +6% | +$50.9K | 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% | -$59.6K | 0.61% | 31 |
|
|
2019
Q1 | $812K | Sell |
71,634
-4,620
| -6% | -$52.4K | 0.69% | 29 |
|
|
2018
Q4 | $762K | Buy |
+76,254
| New | +$762K | 0.87% | 28 |
|