PIP
SCHX icon

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

Peachtree Investment Partners’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.84M Sell
149,708
-229,014
-60% -$6.14M 1.46% 17
2025
Q4 		$10.2M Buy
378,722
+121,050
+47% +$3.23M 3.38% 10
2025
Q3 		$6.79M Buy
257,672
+128,625
+100% +$3.27M 2.35% 15
2025
Q2 		$3.15M Buy
129,047
+53,275
+70% +$1.2M 1.2% 19
2025
Q1 		$1.67M Sell
75,772
-9,420
-11% -$219K 0.66% 24
2024
Q4 		$1.97M Buy
85,192
+20,614
+32% +$480K 0.74% 22
2024
Q3 		$1.46M Buy
64,578
+1,509
+2% +$32.9K 0.55% 26
2024
Q2 		$1.35M Buy
63,069
+35,043
+125% +$724K 0.53% 27
2024
Q1 		$580K Buy
28,026
+1,326
+5% +$26.1K 0.23% 42
2023
Q4 		$502K Buy
26,700
+15,708
+143% +$276K 0.21% 49
2023
Q3 		$185K Sell
10,992
-1,104
-9% -$19.4K 0.09% 82
2023
Q2 		$211K Sell
12,096
-1,530
-11% -$25.3K 0.1% 85
2023
Q1 		$220K Buy
13,626
+639
+5% +$10.1K 0.14% 71
2022
Q4 		$195K Sell
12,987
-570
-4% -$8.63K 0.12% 76
2022
Q3 		$191K Sell
13,557
-2,397
-15% -$37.6K 0.13% 71
2022
Q2 		$237K Sell
15,954
-16,716
-51% -$271K 0.15% 71
2022
Q1 		$586K Sell
32,670
-17,700
-35% -$313K 0.27% 58
2021
Q4 		$956K Buy
50,370
+324
+0.6% +$5.99K 0.4% 40
2021
Q3 		$868K Buy
50,046
+3,060
+7% +$54.6K 0.42% 39
2021
Q2 		$814K Buy
46,986
+27,090
+136% +$457K 0.4% 39
2021
Q1 		$318K Sell
19,896
-66
-0.3% -$1.03K 0.18% 61
2020
Q4 		$303K Buy
19,962
+4,254
+27% +$60.9K 0.18% 57
2020
Q3 		$211K Buy
15,708
+744
+5% +$9.88K 0.15% 62
2020
Q2 		$185K Buy
14,964
+540
+4% +$6.29K 0.15% 56
2020
Q1 		$147K Sell
14,424
-43,818
-75% -$532K 0.15% 51
2019
Q4 		$746K Buy
58,242
+40,338
+225% +$494K 0.51% 34
2019
Q3 		$212K Sell
17,904
-7,020
-28% -$82.7K 0.17% 62
2019
Q2 		$292K Sell
24,924
-3,636
-13% -$41.8K 0.23% 58
2019
Q1 		$322K Buy
28,560
+8,190
+40% +$88.7K 0.27% 49
2018
Q4 		$203K Buy
+20,370
New +$219K 0.23% 52

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Peachtree Investment Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 60% in Q1 2026, selling an estimated $6.14M and leaving 149,708 shares worth $3.84M. The position accounts for 1.46% of the portfolio, ranked #17.

Peachtree Investment Partners first reported a position in SCHX in Q4 2018 and has held it in 30 quarters since. The position peaked at $10.2M in Q4 2025. 1,535 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

  • Peachtree Investment Partners held 149,708 shares of Schwab US Large- Cap ETF worth $3.84M as of Q1 2026.
  • Peachtree Investment Partners sold 229,014 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $6.14M.
  • Schwab US Large- Cap ETF made up 1.46% of Peachtree Investment Partners's portfolio in Q1 2026, its #17 holding.
  • Peachtree Investment Partners first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • Peachtree Investment Partners's Schwab US Large- Cap ETF position peaked at $10.2M in Q4 2025.
  • 1,535 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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