Peachtree Investment Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Sell |
10,058
-971
| -9% | -$25.7K | 0.1% | 82 |
|
|
2025
Q1 | $308K | Buy |
11,029
+7,176
| +186% | +$201K | 0.12% | 70 |
|
|
2024
Q4 | $105K | Sell |
3,853
-332
| -8% | -$9.07K | 0.04% | 84 |
|
|
2024
Q3 | $118K | Buy |
4,185
+495
| +13% | +$13.9K | 0.04% | 88 |
|
|
2024
Q2 | $95.7K | Hold |
3,690
| – | – | 0.04% | 79 |
|
|
2024
Q1 | $99.2K | Buy |
3,690
+27
| +0.7% | +$726 | 0.04% | 78 |
|
|
2023
Q4 | $93K | Buy |
3,663
+2,931
| +400% | +$74.4K | 0.04% | 87 |
|
|
2023
Q3 | $17.3K | Buy |
732
+6
| +0.8% | +$141 | 0.01% | 92 |
|
|
2023
Q2 | $17.6K | Sell |
726
-1,671
| -70% | -$40.4K | 0.01% | 97 |
|
|
2023
Q1 | $58.4K | Hold |
2,397
| – | – | 0.04% | 80 |
|
|
2022
Q4 | $60.3K | Sell |
2,397
-1,527
| -39% | -$38.4K | 0.04% | 83 |
|
|
2022
Q3 | $87K | Sell |
3,924
-42,402
| -92% | -$940K | 0.06% | 78 |
|
|
2022
Q2 | $1.11M | Sell |
46,326
-4,413
| -9% | -$105K | 0.69% | 30 |
|
|
2022
Q1 | $1.33M | Buy |
50,739
+35,538
| +234% | +$934K | 0.61% | 30 |
|
|
2021
Q4 | $410K | Buy |
15,201
+12,297
| +423% | +$332K | 0.17% | 62 |
|
|
2021
Q3 | $72K | Sell |
2,904
-7,338
| -72% | -$182K | 0.04% | 77 |
|
|
2021
Q2 | $258K | Buy |
10,242
+7,713
| +305% | +$194K | 0.13% | 69 |
|
|
2021
Q1 | $61K | Buy |
2,529
+81
| +3% | +$1.95K | 0.04% | 75 |
|
|
2020
Q4 | $52K | Buy |
2,448
+18
| +0.7% | +$382 | 0.03% | 74 |
|
|
2020
Q3 | $45K | Sell |
2,430
-51
| -2% | -$944 | 0.03% | 66 |
|
|
2020
Q2 | $43K | Buy |
2,481
+21
| +0.9% | +$364 | 0.04% | 62 |
|
|
2020
Q1 | $36K | Buy |
2,460
+24
| +1% | +$351 | 0.04% | 56 |
|
|
2019
Q4 | $47K | Buy |
+2,436
| New | +$47K | 0.03% | 70 |
|