Peachtree Investment Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Buy |
129,047
+53,275
| +70% | +$1.3M | 1.2% | 19 |
|
|
2025
Q1 | $1.67M | Sell |
75,772
-9,420
| -11% | -$208K | 0.66% | 24 |
|
|
2024
Q4 | $1.97M | Buy |
85,192
+20,614
| +32% | +$478K | 0.74% | 22 |
|
|
2024
Q3 | $1.46M | Buy |
64,578
+1,509
| +2% | +$34.1K | 0.55% | 26 |
|
|
2024
Q2 | $1.35M | Buy |
63,069
+35,043
| +125% | +$750K | 0.53% | 27 |
|
|
2024
Q1 | $580K | Buy |
28,026
+1,326
| +5% | +$27.4K | 0.23% | 42 |
|
|
2023
Q4 | $502K | Buy |
26,700
+15,708
| +143% | +$295K | 0.21% | 49 |
|
|
2023
Q3 | $185K | Sell |
10,992
-1,104
| -9% | -$18.6K | 0.09% | 82 |
|
|
2023
Q2 | $211K | Sell |
12,096
-1,530
| -11% | -$26.7K | 0.1% | 85 |
|
|
2023
Q1 | $220K | Buy |
13,626
+639
| +5% | +$10.3K | 0.14% | 71 |
|
|
2022
Q4 | $195K | Sell |
12,987
-570
| -4% | -$8.58K | 0.12% | 76 |
|
|
2022
Q3 | $191K | Sell |
13,557
-2,397
| -15% | -$33.8K | 0.13% | 71 |
|
|
2022
Q2 | $237K | Sell |
15,954
-16,716
| -51% | -$248K | 0.15% | 71 |
|
|
2022
Q1 | $586K | Sell |
32,670
-17,700
| -35% | -$317K | 0.27% | 58 |
|
|
2021
Q4 | $956K | Buy |
50,370
+324
| +0.6% | +$6.15K | 0.4% | 40 |
|
|
2021
Q3 | $868K | Buy |
50,046
+3,060
| +7% | +$53.1K | 0.42% | 39 |
|
|
2021
Q2 | $814K | Buy |
46,986
+27,090
| +136% | +$469K | 0.4% | 39 |
|
|
2021
Q1 | $318K | Sell |
19,896
-66
| -0.3% | -$1.06K | 0.18% | 61 |
|
|
2020
Q4 | $303K | Buy |
19,962
+4,254
| +27% | +$64.6K | 0.18% | 57 |
|
|
2020
Q3 | $211K | Buy |
15,708
+744
| +5% | +$9.99K | 0.15% | 62 |
|
|
2020
Q2 | $185K | Buy |
14,964
+540
| +4% | +$6.68K | 0.15% | 56 |
|
|
2020
Q1 | $147K | Sell |
14,424
-43,818
| -75% | -$447K | 0.15% | 51 |
|
|
2019
Q4 | $746K | Buy |
58,242
+40,338
| +225% | +$517K | 0.51% | 34 |
|
|
2019
Q3 | $212K | Sell |
17,904
-7,020
| -28% | -$83.1K | 0.17% | 62 |
|
|
2019
Q2 | $292K | Sell |
24,924
-3,636
| -13% | -$42.6K | 0.23% | 58 |
|
|
2019
Q1 | $322K | Buy |
28,560
+8,190
| +40% | +$92.3K | 0.27% | 49 |
|
|
2018
Q4 | $203K | Buy |
+20,370
| New | +$203K | 0.23% | 52 |
|