Peachtree Investment Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.79M | Buy |
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|
2025
Q2 | $3.15M | Buy |
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|
2025
Q1 | $1.67M | Sell |
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|
2024
Q4 | $1.97M | Buy |
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|
2024
Q3 | $1.46M | Buy |
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|
2024
Q2 | $1.35M | Buy |
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|
2024
Q1 | $580K | Buy |
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|
2023
Q4 | $502K | Buy |
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|
2023
Q3 | $185K | Sell |
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|
2023
Q2 | $211K | Sell |
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|
2023
Q1 | $220K | Buy |
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|
2022
Q4 | $195K | Sell |
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|
2022
Q3 | $191K | Sell |
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|
2022
Q2 | $237K | Sell |
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|
2022
Q1 | $586K | Sell |
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|
2021
Q4 | $956K | Buy |
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|
2021
Q3 | $868K | Buy |
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|
2021
Q2 | $814K | Buy |
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|
2021
Q1 | $318K | Sell |
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|
2020
Q4 | $303K | Buy |
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|
2020
Q3 | $211K | Buy |
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|
2020
Q2 | $185K | Buy |
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|
2020
Q1 | $147K | Sell |
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|
2019
Q4 | $746K | Buy |
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|
2019
Q3 | $212K | Sell |
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|
2019
Q2 | $292K | Sell |
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|
2019
Q1 | $322K | Buy |
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|
2018
Q4 | $203K | Buy |
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