Peachtree Investment Partners, LLC quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Peachtree Investment Partners, LLC opened 7 positions, added to 25, reduced 8, sold out of 4 and left 17 unchanged. The largest increase in value was SOXX (+$11,212,454); the largest decrease was SCHD (-$3,074,433).
- SCHD: Country of operation —; Class US DIVIDEND EQ; Shares 2026-03-31 174,877; Shares 2026-06-30 72,242.
- SCHG: Country of operation —; Class US LCAP GR ETF; Shares 2026-03-31 288,889; Shares 2026-06-30 282,747.
- SCHB: Country of operation —; Class US BRD MKT ETF; Shares 2026-03-31 115,637; Shares 2026-06-30 105,452.
- SCHF: Country of operation —; Class INTL EQTY ETF; Shares 2026-03-31 5,277; Shares 2026-06-30 1,436.
Two Form 13F-HR filings compared (SEC CIK 1743863): 2026-03-31 (filed 2026-05-08) and 2026-06-30 (filed 2026-08-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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