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Peachtree Investment Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Peachtree Investment Partners’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.37M Buy
174,877
+166,104
+1,893% +$5.04M 2.04% 15
2025
Q4 		$241K Sell
8,773
-1,376
-14% -$37.4K 0.08% 82
2025
Q3 		$277K Buy
10,149
+91
+0.9% +$2.48K 0.1% 78
2025
Q2 		$267K Sell
10,058
-971
-9% -$25.4K 0.1% 82
2025
Q1 		$308K Buy
11,029
+7,176
+186% +$200K 0.12% 70
2024
Q4 		$105K Sell
3,853
-332
-8% -$9.44K 0.04% 84
2024
Q3 		$118K Buy
4,185
+495
+13% +$13.5K 0.04% 88
2024
Q2 		$95.7K Hold
3,690
– – 0.04% 79
2024
Q1 		$99.2K Buy
3,690
+27
+0.7% +$698 0.04% 78
2023
Q4 		$93K Buy
3,663
+2,931
+400% +$69.8K 0.04% 87
2023
Q3 		$17.3K Buy
732
+6
+0.8% +$147 0.01% 92
2023
Q2 		$17.6K Sell
726
-1,671
-70% -$39.9K 0.01% 97
2023
Q1 		$58.4K Hold
2,397
– – 0.04% 80
2022
Q4 		$60.3K Sell
2,397
-1,527
-39% -$37.7K 0.04% 83
2022
Q3 		$87K Sell
3,924
-42,402
-92% -$1.03M 0.06% 78
2022
Q2 		$1.11M Sell
46,326
-4,413
-9% -$112K 0.69% 30
2022
Q1 		$1.33M Buy
50,739
+35,538
+234% +$931K 0.61% 30
2021
Q4 		$410K Buy
15,201
+12,297
+423% +$319K 0.17% 62
2021
Q3 		$72K Sell
2,904
-7,338
-72% -$187K 0.04% 77
2021
Q2 		$258K Buy
10,242
+7,713
+305% +$195K 0.13% 69
2021
Q1 		$61K Buy
2,529
+81
+3% +$1.84K 0.04% 75
2020
Q4 		$52K Buy
2,448
+18
+0.7% +$365 0.03% 74
2020
Q3 		$45K Sell
2,430
-51
-2% -$938 0.03% 66
2020
Q2 		$43K Buy
2,481
+21
+0.9% +$355 0.04% 62
2020
Q1 		$36K Buy
2,460
+24
+1% +$431 0.04% 56
2019
Q4 		$47K Buy
+2,436
New +$45.6K 0.03% 70

Other funds holding SCHD

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Peachtree Investment Partners's SCHD Position: Q1 2026 in Review

Peachtree Investment Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 1,893% in Q1 2026, buying an estimated $5.04M and bringing the position to 174,877 shares worth $5.37M. The position accounts for 2.04% of the portfolio, ranked #15.

Peachtree Investment Partners first reported a position in SCHD in Q4 2019 and has held it in 26 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Peachtree Investment Partners held 174,877 shares of Schwab US Dividend Equity ETF worth $5.37M as of Q1 2026.
  • Peachtree Investment Partners bought 166,104 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $5.04M.
  • Schwab US Dividend Equity ETF made up 2.04% of Peachtree Investment Partners's portfolio in Q1 2026, its #15 holding.
  • Peachtree Investment Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.