Peachtree Investment Partners’s Schwab 1000 Index ETF SCHK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155K | Sell |
5,204
-5,111
| -50% | -$152K | 0.06% | 95 |
|
|
2025
Q1 | $278K | Buy |
10,315
+30
| +0.3% | +$808 | 0.11% | 75 |
|
|
2024
Q4 | $291K | Sell |
10,285
-157
| -2% | -$4.45K | 0.11% | 67 |
|
|
2024
Q3 | $289K | Buy |
10,442
+62
| +0.6% | +$1.71K | 0.11% | 66 |
|
|
2024
Q2 | $272K | Sell |
10,380
-146
| -1% | -$3.82K | 0.11% | 63 |
|
|
2024
Q1 | $267K | Buy |
10,526
+32
| +0.3% | +$811 | 0.11% | 66 |
|
|
2023
Q4 | $242K | Buy |
10,494
+42
| +0.4% | +$967 | 0.1% | 79 |
|
|
2023
Q3 | $216K | Buy |
10,452
+36
| +0.3% | +$743 | 0.11% | 79 |
|
|
2023
Q2 | $223K | Sell |
10,416
-15,102
| -59% | -$323K | 0.1% | 83 |
|
|
2023
Q1 | $505K | Buy |
25,518
+15,096
| +145% | +$299K | 0.32% | 46 |
|
|
2022
Q4 | $192K | Sell |
10,422
-46
| -0.4% | -$849 | 0.12% | 77 |
|
|
2022
Q3 | $181K | Sell |
10,468
-10,246
| -49% | -$177K | 0.12% | 72 |
|
|
2022
Q2 | $378K | Sell |
20,714
-31,318
| -60% | -$572K | 0.24% | 55 |
|
|
2022
Q1 | $1.15M | Sell |
52,032
-20,964
| -29% | -$461K | 0.53% | 36 |
|
|
2021
Q4 | $1.7M | Buy |
72,996
+460
| +0.6% | +$10.7K | 0.71% | 30 |
|
|
2021
Q3 | $1.55M | Buy |
72,536
+162
| +0.2% | +$3.45K | 0.76% | 29 |
|
|
2021
Q2 | $1.54M | Buy |
72,374
+7,138
| +11% | +$152K | 0.75% | 28 |
|
|
2021
Q1 | $1.29M | Buy |
65,236
+55,810
| +592% | +$1.1M | 0.74% | 29 |
|
|
2020
Q4 | $176K | Buy |
9,426
+38
| +0.4% | +$710 | 0.1% | 70 |
|
|
2020
Q3 | $155K | Buy |
9,388
+22
| +0.2% | +$363 | 0.11% | 64 |
|
|
2020
Q2 | $142K | Buy |
9,366
+10
| +0.1% | +$152 | 0.12% | 59 |
|
|
2020
Q1 | $117K | Sell |
9,356
-4,048
| -30% | -$50.6K | 0.12% | 53 |
|
|
2019
Q4 | $212K | Buy |
+13,404
| New | +$212K | 0.15% | 62 |
|
|
2019
Q2 | – | Sell |
-38,056
| Closed | -$530K | – | 71 |
|
|
2019
Q1 | $530K | Buy |
+38,056
| New | +$530K | 0.45% | 37 |
|