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Peachtree Investment Partners, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Peachtree Investment Partners, LLC on SCHD, newest first. How the timeline and the estimate are built.

Peachtree Investment Partners, LLC held 72,242 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,242 shares
    Change vs previous 13F -102,635 shares

    0.73% of the 13F portfolio, value $2,290,801.

    13F-HR 0001398344-26-013705 filed by Peachtree Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 174,877 shares
    Change vs previous 13F +166,104 shares

    2.04% of the 13F portfolio, value $5,365,234.

    13F-HR 0001398344-26-008727 filed by Peachtree Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 8,773 shares
    Change vs previous 13F -1,376 shares

    0.08% of the 13F portfolio, value $240,630.

    13F-HR 0001398344-26-002709 filed by Peachtree Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 10,149 shares
    Change vs previous 13F +91 shares

    0.1% of the 13F portfolio, value $277,056.

    13F-HR 0001398344-25-020071 filed by Peachtree Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,058 shares
    Change vs previous 13F -971 shares

    0.1% of the 13F portfolio, value $266,527.

    13F-HR 0001398344-25-015011 filed by Peachtree Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 11,029 shares
    Change vs previous 13F +7,176 shares

    0.12% of the 13F portfolio, value $308,369.

    13F-HR 0001398344-25-009159 filed by Peachtree Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,853 shares
    Change vs previous 13F +2,458 shares

    0.04% of the 13F portfolio, value $105,263.

    13F-HR 0001398344-25-002616 filed by Peachtree Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,395 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $117,916.

    13F-HR 0001398344-24-020421 filed by Peachtree Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).