Peachtree Investment Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9K | Sell |
394
-3,497
| -90% | -$96.7K | ﹤0.01% | 114 |
|
|
2025
Q1 | $103K | Buy |
3,891
+891
| +30% | +$23.7K | 0.04% | 96 |
|
|
2024
Q4 | $78.2K | Hold |
3,000
| – | – | 0.03% | 85 |
|
|
2024
Q3 | $80.4K | Buy |
+3,000
| New | +$80.4K | 0.03% | 90 |
|
|
2024
Q2 | – | Hold |
0
| – | -$28 | – | 100 |
|
|
2024
Q1 | – | Hold |
0
| – | -$25 | – | 98 |
|
|
2023
Q4 | – | Sell |
-303
| Closed | -$6.53K | – | 104 |
|
|
2023
Q3 | $6.53K | Sell |
303
-300
| -50% | -$6.46K | ﹤0.01% | 99 |
|
|
2023
Q2 | $13.5K | Buy |
+603
| New | +$13.5K | 0.01% | 101 |
|
|
2022
Q3 | – | Sell |
-252
| Closed | -$5K | – | 94 |
|
|
2022
Q2 | $5K | Hold |
252
| – | – | ﹤0.01% | 94 |
|
|
2022
Q1 | $6K | Hold |
252
| – | – | ﹤0.01% | 99 |
|
|
2021
Q4 | $6K | Hold |
252
| – | – | ﹤0.01% | 105 |
|
|
2021
Q3 | $6K | Hold |
252
| – | – | ﹤0.01% | 90 |
|
|
2021
Q2 | $6K | Hold |
252
| – | – | ﹤0.01% | 93 |
|
|
2021
Q1 | $5K | Sell |
252
-3
| -1% | -$60 | ﹤0.01% | 91 |
|
|
2020
Q4 | $5K | Buy |
+255
| New | +$5K | ﹤0.01% | 86 |
|
|
2020
Q2 | – | Sell |
-327
| Closed | -$4K | – | 81 |
|
|
2020
Q1 | $4K | Hold |
327
| – | – | ﹤0.01% | 66 |
|
|
2019
Q4 | $7K | Buy |
+327
| New | +$7K | ﹤0.01% | 82 |
|