Schwab U S Broad Market ETF shares owned by Peachtree Investment Partners
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Peachtree Investment Partners
from 13F filings
Historical chart of Peachtree Investment Partners investment in Schwab U S Broad Market ETF
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All positions including Schwab U S Broad Market ETF held by Peachtree Investment Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.4M | 21k | 66.52 |
2024-06-30 | $1.3M | 21k | 62.87 |
2024-03-31 | $1.4M | 22k | 61.05 |
2023-12-31 | $1.4M | 25k | 55.67 |
2023-09-30 | $1.2M | 23k | 49.85 |
2023-06-30 | $1.2M | 23k | 51.70 |
2023-03-31 | $1.1M | 23k | 47.85 |
2022-12-31 | $1.0M | 23k | 44.81 |
2022-09-30 | $974k | 23k | 41.99 |
2022-06-30 | $1.1M | 26k | 44.18 |
2022-03-31 | $2.6M | 49k | 53.39 |
2021-12-31 | $2.7M | 24k | 113.01 |
2021-09-30 | $2.5M | 24k | 103.85 |
2021-06-30 | $2.4M | 23k | 104.29 |
2021-03-31 | $1.9M | 19k | 96.69 |
2020-12-31 | $1.0M | 11k | 91.03 |
2020-09-30 | $905k | 11k | 79.64 |
2020-06-30 | $923k | 13k | 73.45 |
2020-03-31 | $757k | 13k | 60.36 |
2019-12-31 | $880k | 12k | 76.84 |
2019-09-30 | $766k | 11k | 71.00 |
2019-06-30 | $782k | 11k | 70.49 |
2019-03-31 | $812k | 12k | 68.01 |
2018-12-31 | $762k | 13k | 59.96 |
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