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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

Tip: Access up to 7 years of quarterly data

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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Quarterly reported holdings in Schwab U S Broad Market ETF by Peachtree Investment Partners

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