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Peachtree Investment Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Peachtree Investment Partners’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.7K Buy
345
+125
+57% +$3.98K ﹤0.01% 121
2025
Q4 		$6.6K Buy
220
+1
+0.5% +$30 ﹤0.01% 121
2025
Q3 		$6.48K Hold
219
– – ﹤0.01% 123
2025
Q2 		$6.13K Buy
219
+1
+0.5% +$26 ﹤0.01% 121
2025
Q1 		$5.71K Buy
218
+1
+0.5% +$28 ﹤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% +$69 ﹤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% +$69 ﹤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% +$69 ﹤0.01% 95
2022
Q1 		$5K Hold
207
– – ﹤0.01% 100
2021
Q4 		$6K Sell
207
-465
-69% -$12.4K ﹤0.01% 104
2021
Q3 		$17K Sell
672
-72
-10% -$1.88K 0.01% 86
2021
Q2 		$19K Sell
744
-150
-17% -$3.87K 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% +$56 0.01% 70
2020
Q2 		$16K Hold
891
– – 0.01% 67
2020
Q1 		$12K Sell
891
-381
-30% -$6.98K 0.01% 63
2019
Q4 		$25K Buy
+1,272
New +$24.6K 0.02% 75

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Peachtree Investment Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 57% in Q1 2026, buying an estimated $3.98K and bringing the position to 345 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #121.

Peachtree Investment Partners first reported a position in SCHM in Q4 2019 and has held it in 26 quarters since. The position peaked at $25K in Q4 2019. 1,011 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Peachtree Investment Partners held 345 shares of Schwab US Mid-Cap ETF worth $10.7K as of Q1 2026.
  • Peachtree Investment Partners bought 125 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $3.98K.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Peachtree Investment Partners's portfolio in Q1 2026, its #121 holding.
  • Peachtree Investment Partners first reported a position in Schwab US Mid-Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Peachtree Investment Partners's Schwab US Mid-Cap ETF position peaked at $25K in Q4 2019.
  • 1,011 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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