Peachtree Investment Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$15.1K	Hold	650	–	–	0.01%	111
2025 Q1	$15.1K	Hold	650	–	–	0.01%	109
2024 Q4	$14.8K	Sell	650 -650	-50%	-$14.8K	0.01%	94
2024 Q3	$30.9K	Hold	1,300	–	–	0.01%	97
2024 Q2	$29.6K	Hold	1,300	–	–	0.01%	85
2024 Q1	$29.9K	Hold	1,300	–	–	0.01%	84
2023 Q4	$30.3K	Hold	1,300	–	–	0.01%	91
2023 Q3	$28.8K	Hold	1,300	–	–	0.01%	88
2023 Q2	$30K	Hold	1,300	–	–	0.01%	94
2023 Q1	$30.5K	Hold	1,300	–	–	0.02%	83
2022 Q4	$29.7K	Hold	1,300	–	–	0.02%	86
2022 Q3	$29K	Hold	1,300	–	–	0.02%	82
2022 Q2	$31K	Hold	1,300	–	–	0.02%	85
2022 Q1	$33K	Hold	1,300	–	–	0.02%	91
2021 Q4	$35K	Hold	1,300	–	–	0.01%	92
2021 Q3	$35K	Hold	1,300	–	–	0.02%	81
2021 Q2	$35K	Hold	1,300	–	–	0.02%	84
2021 Q1	$35K	Hold	1,300	–	–	0.02%	81
2020 Q4	$36K	Buy	+1,300	New	+$36K	0.02%	77
2020 Q3	–	Sell	-1,300	Closed	-$37K	–	80
2020 Q2	$37K	Hold	1,300	–	–	0.03%	64
2020 Q1	$35K	Hold	1,300	–	–	0.04%	57
2019 Q4	$35K	Buy	+1,300	New	+$35K	0.02%	73