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Peachtree Investment Partners’s Schwab 1000 Index ETF SCHK Stock Holding History

Peachtree Investment Partners’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$164K Buy
5,248
+14
+0.3% +$459 0.06% 94
2025
Q4 		$172K Buy
5,234
+16
+0.3% +$521 0.06% 95
2025
Q3 		$168K Buy
5,218
+14
+0.3% +$433 0.06% 96
2025
Q2 		$155K Sell
5,204
-5,111
-50% -$141K 0.06% 95
2025
Q1 		$278K Buy
10,315
+30
+0.3% +$852 0.11% 75
2024
Q4 		$291K Sell
10,285
-157
-2% -$4.47K 0.11% 67
2024
Q3 		$289K Buy
10,442
+62
+0.6% +$1.65K 0.11% 66
2024
Q2 		$272K Sell
10,380
-146
-1% -$3.69K 0.11% 63
2024
Q1 		$267K Buy
10,526
+32
+0.3% +$771 0.11% 66
2023
Q4 		$242K Buy
10,494
+42
+0.4% +$902 0.1% 79
2023
Q3 		$216K Buy
10,452
+36
+0.3% +$773 0.11% 79
2023
Q2 		$223K Sell
10,416
-15,102
-59% -$306K 0.1% 83
2023
Q1 		$505K Buy
25,518
+15,096
+145% +$292K 0.32% 46
2022
Q4 		$192K Sell
10,422
-46
-0.4% -$855 0.12% 77
2022
Q3 		$181K Sell
10,468
-10,246
-49% -$197K 0.12% 72
2022
Q2 		$378K Sell
20,714
-31,318
-60% -$622K 0.24% 55
2022
Q1 		$1.15M Sell
52,032
-20,964
-29% -$455K 0.53% 36
2021
Q4 		$1.7M Buy
72,996
+460
+0.6% +$10.4K 0.71% 30
2021
Q3 		$1.54M Buy
72,536
+162
+0.2% +$3.55K 0.76% 29
2021
Q2 		$1.54M Buy
72,374
+7,138
+11% +$148K 0.75% 28
2021
Q1 		$1.29M Buy
65,236
+55,810
+592% +$1.08M 0.74% 29
2020
Q4 		$176K Buy
9,426
+38
+0.4% +$669 0.1% 70
2020
Q3 		$155K Buy
9,388
+22
+0.2% +$359 0.11% 64
2020
Q2 		$142K Buy
9,366
+10
+0.1% +$143 0.12% 59
2020
Q1 		$117K Sell
9,356
-4,048
-30% -$60.6K 0.12% 53
2019
Q4 		$212K Buy
+13,404
New +$203K 0.15% 62
2019
Q2 		– Sell
-38,056
Closed -$530K – 71
2019
Q1 		$530K Buy
+38,056
New +$509K 0.45% 37

Other funds holding SCHK

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WIM
Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MSFS
Main Street Financial Solutions Newtown, Pennsylvania $1.37B AUM 23.84% 1-Year Est. Return

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

Peachtree Investment Partners increased its Schwab 1000 Index ETF (SCHK) stake by 0.27% in Q1 2026, buying an estimated $459 and bringing the position to 5,248 shares worth $164K. The position accounts for 0.06% of the portfolio, ranked #94.

Peachtree Investment Partners first reported a position in SCHK in Q1 2019 and has held it in 27 quarters since. The position peaked at $1.7M in Q4 2021. 236 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

  • Peachtree Investment Partners held 5,248 shares of Schwab 1000 Index ETF worth $164K as of Q1 2026.
  • Peachtree Investment Partners bought 14 Schwab 1000 Index ETF shares in Q1 2026, an estimated $459.
  • Schwab 1000 Index ETF made up 0.06% of Peachtree Investment Partners's portfolio in Q1 2026, its #94 holding.
  • Peachtree Investment Partners first reported a position in Schwab 1000 Index ETF in Q1 2019 and has held it in 27 quarters since.
  • Peachtree Investment Partners's Schwab 1000 Index ETF position peaked at $1.7M in Q4 2021.
  • 236 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

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