Peachtree Investment Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5K | Hold |
700
| – | – | 0.01% | 110 |
|
|
2025
Q1 | $17.4K | Hold |
700
| – | – | 0.01% | 106 |
|
|
2024
Q4 | $17K | Sell |
700
-700
| -50% | -$17K | 0.01% | 93 |
|
|
2024
Q3 | $35.4K | Hold |
1,400
| – | – | 0.01% | 95 |
|
|
2024
Q2 | $34.1K | Hold |
1,400
| – | – | 0.01% | 81 |
|
|
2024
Q1 | $34.3K | Hold |
1,400
| – | – | 0.01% | 81 |
|
|
2023
Q4 | $34.8K | Hold |
1,400
| – | – | 0.01% | 89 |
|
|
2023
Q3 | $33.6K | Hold |
1,400
| – | – | 0.02% | 86 |
|
|
2023
Q2 | $34.5K | Hold |
1,400
| – | – | 0.02% | 93 |
|
|
2023
Q1 | $35.3K | Hold |
1,400
| – | – | 0.02% | 82 |
|
|
2022
Q4 | $34.5K | Hold |
1,400
| – | – | 0.02% | 85 |
|
|
2022
Q3 | $34K | Hold |
1,400
| – | – | 0.02% | 81 |
|
|
2022
Q2 | $36K | Hold |
1,400
| – | – | 0.02% | 84 |
|
|
2022
Q1 | $37K | Hold |
1,400
| – | – | 0.02% | 90 |
|
|
2021
Q4 | $39K | Hold |
1,400
| – | – | 0.02% | 91 |
|
|
2021
Q3 | $40K | Hold |
1,400
| – | – | 0.02% | 80 |
|
|
2021
Q2 | $40K | Hold |
1,400
| – | – | 0.02% | 83 |
|
|
2021
Q1 | $39K | Hold |
1,400
| – | – | 0.02% | 79 |
|
|
2020
Q4 | $41K | Buy |
+1,400
| New | +$41K | 0.02% | 76 |
|
|
2020
Q3 | – | Sell |
-1,400
| Closed | -$41K | – | 79 |
|
|
2020
Q2 | $41K | Hold |
1,400
| – | – | 0.03% | 63 |
|
|
2020
Q1 | $41K | Hold |
1,400
| – | – | 0.04% | 54 |
|
|
2019
Q4 | $38K | Buy |
+1,400
| New | +$38K | 0.03% | 71 |
|