Peachtree Investment Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.13K | Buy |
219
+1
| +0.5% | +$28 | ﹤0.01% | 121 |
|
|
2025
Q1 | $5.71K | Buy |
218
+1
| +0.5% | +$26 | ﹤0.01% | 118 |
|
|
2024
Q4 | $6.02K | Buy |
217
+1
| +0.5% | +$28 | ﹤0.01% | 103 |
|
|
2024
Q3 | $6.01K | Hold |
216
| – | – | ﹤0.01% | 107 |
|
|
2024
Q2 | $5.59K | Hold |
216
| – | – | ﹤0.01% | 95 |
|
|
2024
Q1 | $5.85K | Hold |
216
| – | – | ﹤0.01% | 96 |
|
|
2023
Q4 | $5.39K | Buy |
216
+3
| +1% | +$75 | ﹤0.01% | 102 |
|
|
2023
Q3 | $4.82K | Hold |
213
| – | – | ﹤0.01% | 101 |
|
|
2023
Q2 | $5.04K | Hold |
213
| – | – | ﹤0.01% | 107 |
|
|
2023
Q1 | $4.8K | Buy |
213
+3
| +1% | +$68 | ﹤0.01% | 91 |
|
|
2022
Q4 | $4.62K | Hold |
210
| – | – | ﹤0.01% | 96 |
|
|
2022
Q3 | $4K | Hold |
210
| – | – | ﹤0.01% | 90 |
|
|
2022
Q2 | $4K | Buy |
210
+3
| +1% | +$57 | ﹤0.01% | 95 |
|
|
2022
Q1 | $5K | Hold |
207
| – | – | ﹤0.01% | 100 |
|
|
2021
Q4 | $6K | Sell |
207
-465
| -69% | -$13.5K | ﹤0.01% | 104 |
|
|
2021
Q3 | $17K | Sell |
672
-72
| -10% | -$1.82K | 0.01% | 86 |
|
|
2021
Q2 | $19K | Sell |
744
-150
| -17% | -$3.83K | 0.01% | 89 |
|
|
2021
Q1 | $22K | Hold |
894
| – | – | 0.01% | 85 |
|
|
2020
Q4 | $20K | Hold |
894
| – | – | 0.01% | 81 |
|
|
2020
Q3 | $17K | Buy |
894
+3
| +0.3% | +$57 | 0.01% | 70 |
|
|
2020
Q2 | $16K | Hold |
891
| – | – | 0.01% | 67 |
|
|
2020
Q1 | $12K | Sell |
891
-381
| -30% | -$5.13K | 0.01% | 63 |
|
|
2019
Q4 | $25K | Buy |
+1,272
| New | +$25K | 0.02% | 75 |
|