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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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