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Peachtree Investment Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Peachtree Investment Partners’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.42M Sell
288,889
-179,141
-38% -$5.57M 3.21% 9
2025
Q4 		$15.3M Buy
468,030
+27,492
+6% +$894K 5.07% 6
2025
Q3 		$14.1M Buy
440,538
+88,628
+25% +$2.7M 4.87% 6
2025
Q2 		$10.3M Sell
351,910
-80,060
-19% -$2.12M 3.92% 9
2025
Q1 		$10.8M Sell
431,970
-123,240
-22% -$3.38M 4.27% 8
2024
Q4 		$15.5M Buy
555,210
+27,938
+5% +$764K 5.8% 6
2024
Q3 		$13.7M Buy
527,272
+36,204
+7% +$911K 5.16% 6
2024
Q2 		$12.4M Sell
491,068
-9,220
-2% -$217K 4.86% 7
2024
Q1 		$11.6M Buy
500,288
+46,124
+10% +$1.02M 4.69% 7
2023
Q4 		$9.42M Buy
454,164
+201,440
+80% +$3.9M 3.86% 8
2023
Q3 		$4.59M Sell
252,724
-230,692
-48% -$4.34M 2.35% 12
2023
Q2 		$9.06M Buy
483,416
+280,324
+138% +$4.81M 4.14% 6
2023
Q1 		$3.31M Sell
203,092
-10,332
-5% -$157K 2.07% 14
2022
Q4 		$2.96M Sell
213,424
-12,744
-6% -$183K 1.81% 14
2022
Q3 		$3.16M Sell
226,168
-9,784
-4% -$153K 2.12% 14
2022
Q2 		$3.42M Sell
235,952
-138,476
-37% -$2.21M 2.13% 12
2022
Q1 		$7M Sell
374,428
-735,412
-66% -$13.4M 3.22% 7
2021
Q4 		$22.7M Buy
1,109,840
+77,376
+7% +$1.55M 9.53% 3
2021
Q3 		$19.1M Buy
1,032,464
+23,496
+2% +$448K 9.35% 3
2021
Q2 		$18.4M Buy
1,008,968
+383,360
+61% +$6.63M 8.98% 3
2021
Q1 		$10.1M Sell
625,608
-66,304
-10% -$1.08M 5.83% 5
2020
Q4 		$11.1M Buy
+691,912
New +$10.5M 6.46% 5
2020
Q3 		– Sell
-679,576
Closed -$8.63M – 78
2020
Q2 		$8.63M Buy
679,576
+376,192
+124% +$4.39M 7.08% 4
2020
Q1 		$3.02M Buy
303,384
+142,632
+89% +$1.63M 3.02% 11
2019
Q4 		$1.87M Buy
160,752
+50,720
+46% +$559K 1.29% 17
2019
Q3 		$1.16M Sell
110,032
-62,328
-36% -$657K 0.92% 25
2019
Q2 		$1.79M Sell
172,360
-7,296
-4% -$74.2K 1.41% 19
2019
Q1 		$1.78M Buy
179,656
+83,352
+87% +$788K 1.51% 21
2018
Q4 		$830K Buy
+96,304
New +$897K 0.94% 25

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

Peachtree Investment Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 38% in Q1 2026, selling an estimated $5.57M and leaving 288,889 shares worth $8.42M. The position accounts for 3.21% of the portfolio, ranked #9.

Peachtree Investment Partners first reported a position in SCHG in Q4 2018 and has held it in 29 quarters since. The position peaked at $22.7M in Q4 2021. 1,616 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Peachtree Investment Partners held 288,889 shares of Schwab US Large-Cap Growth ETF worth $8.42M as of Q1 2026.
  • Peachtree Investment Partners sold 179,141 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $5.57M.
  • Schwab US Large-Cap Growth ETF made up 3.21% of Peachtree Investment Partners's portfolio in Q1 2026, its #9 holding.
  • Peachtree Investment Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 29 quarters since.
  • Peachtree Investment Partners's Schwab US Large-Cap Growth ETF position peaked at $22.7M in Q4 2021.
  • 1,616 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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