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

Peachtree Investment Partners’s Portfolio SCHZ Stock Details SCHZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.1K	Hold	650	–	–	0.01%	114
2025 Q4	$15.2K	Hold	650	–	–	0.01%	113
2025 Q3	$15.3K	Hold	650	–	–	0.01%	113
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%	-$15K	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	+$36.4K	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	+$34.8K	0.02%	73

Other funds holding SCHZ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RIM

Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Peachtree Investment Partners held its Schwab US Aggregate Bond ETF (SCHZ) position steady in Q1 2026 at 650 shares worth $15.1K. The position accounts for 0.01% of the portfolio, ranked #114.

Peachtree Investment Partners first reported a position in SCHZ in Q4 2019 and has held it in 25 quarters since. The position peaked at $37K in Q2 2020. 663 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

Peachtree Investment Partners held 650 shares of Schwab US Aggregate Bond ETF worth $15.1K as of Q1 2026.
Peachtree Investment Partners left its Schwab US Aggregate Bond ETF share count unchanged in Q1 2026.
Schwab US Aggregate Bond ETF made up 0.01% of Peachtree Investment Partners's portfolio in Q1 2026, its #114 holding.
Peachtree Investment Partners first reported a position in Schwab US Aggregate Bond ETF in Q4 2019 and has held it in 25 quarters since.
Peachtree Investment Partners's Schwab US Aggregate Bond ETF position peaked at $37K in Q2 2020.
663 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

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