Peachtree Investment Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $277K | Buy |
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|
2025
Q2 | $267K | Sell |
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|
2025
Q1 | $308K | Buy |
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|
2024
Q4 | $105K | Sell |
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|
2024
Q3 | $118K | Buy |
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|
2024
Q2 | $95.7K | Hold |
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|
2024
Q1 | $99.2K | Buy |
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|
2023
Q4 | $93K | Buy |
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|
2023
Q3 | $17.3K | Buy |
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|
2023
Q2 | $17.6K | Sell |
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|
2023
Q1 | $58.4K | Hold |
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|
2022
Q4 | $60.3K | Sell |
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|
2022
Q3 | $87K | Sell |
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|
2022
Q2 | $1.11M | Sell |
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|
2022
Q1 | $1.33M | Buy |
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|
2021
Q4 | $410K | Buy |
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|
2021
Q3 | $72K | Sell |
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|
2021
Q2 | $258K | Buy |
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|
2021
Q1 | $61K | Buy |
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|
2020
Q4 | $52K | Buy |
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|
2020
Q3 | $45K | Sell |
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|
2020
Q2 | $43K | Buy |
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|
2020
Q1 | $36K | Buy |
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|
2019
Q4 | $47K | Buy |
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