PIP
SCHV

Peachtree Investment Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Peachtree Investment Partners’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$88.4K Buy
2,900
+2,502
+629% +$78K 0.03% 100
2025
Q4 		$11.8K Buy
398
+2
+0.5% +$58 ﹤0.01% 116
2025
Q3 		$11.5K Buy
396
+2
+0.5% +$57 ﹤0.01% 116
2025
Q2 		$10.9K Sell
394
-3,497
-90% -$91.9K ﹤0.01% 114
2025
Q1 		$103K Buy
3,891
+891
+30% +$23.9K 0.04% 96
2024
Q4 		$78.2K Hold
3,000
– – 0.03% 85
2024
Q3 		$80.4K Buy
+3,000
New +$77.1K 0.03% 90
2024
Q1 		– Hold
0
– – – 98
2023
Q4 		– Sell
-303
Closed -$6.63K – 104
2023
Q3 		$6.53K Sell
303
-300
-50% -$6.74K ﹤0.01% 99
2023
Q2 		$13.5K Buy
+603
New +$13.2K 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% -$62 ﹤0.01% 91
2020
Q4 		$5K Buy
+255
New +$4.77K ﹤0.01% 86
2020
Q2 		– Sell
-327
Closed -$4K – 81
2020
Q1 		$4K Hold
327
– – ﹤0.01% 66
2019
Q4 		$7K Buy
+327
New +$6.34K ﹤0.01% 82

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Peachtree Investment Partners increased its Schwab US Large-Cap Value ETF (SCHV) stake by 629% in Q1 2026, buying an estimated $78K and bringing the position to 2,900 shares worth $88.4K. The position accounts for 0.03% of the portfolio, ranked #100.

Peachtree Investment Partners first reported a position in SCHV in Q4 2019 and has held it in 18 quarters since. The position peaked at $103K in Q1 2025. 964 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Peachtree Investment Partners held 2,900 shares of Schwab US Large-Cap Value ETF worth $88.4K as of Q1 2026.
  • Peachtree Investment Partners bought 2,502 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $78K.
  • Schwab US Large-Cap Value ETF made up 0.03% of Peachtree Investment Partners's portfolio in Q1 2026, its #100 holding.
  • Peachtree Investment Partners first reported a position in Schwab US Large-Cap Value ETF in Q4 2019 and has held it in 18 quarters since.
  • Peachtree Investment Partners's Schwab US Large-Cap Value ETF position peaked at $103K in Q1 2025.
  • 964 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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