Peachtree Investment Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Peachtree Investment Partners, LLC

$252 Million
Q1 2025

A detailed history of Peachtree Investment Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Peachtree Investment Partners, LLC holds 11,029 shares of SCHD stock, worth $293,040. This represents 0.12% of its overall portfolio holdings.

Number of Shares

11,029

Previous 3,853 186.24%

Holding current value

$293,040

Previous $105,000 193.33%

% of portfolio

0.12%

Previous 0.04%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 12, 2025	BUY	$27.01 - $28.54 $193,823 - $204,803	7,176 Added 186.24%	11,029 $308,000
Q4 2024 Feb 13, 2025	BUY	$26.93 - $84.95 $66,193 - $208,807	2,458 Added 176.2%	3,853 $105,000
Q3 2024 Nov 12, 2024	BUY	$77.02 - $85.06 $12,708 - $14,034	165 Added 13.41%	1,395 $117,000
Q1 2024 May 10, 2024	BUY	$75.25 - $80.63 $677 - $725	9 Added 0.74%	1,230 $99,000
Q4 2023 Feb 12, 2024	BUY	$66.9 - $76.32 $65,361 - $74,564	977 Added 400.41%	1,221 $92,000
Q3 2023 Nov 13, 2023	BUY	$70.63 - $75.66 $141 - $151	2 Added 0.83%	244 $17,000
Q2 2023 Aug 14, 2023	SELL	$69.18 - $73.94 $38,533 - $41,184	-557 Reduced 69.71%	242 $17,000
Q4 2022 Feb 14, 2023	SELL	$67.16 - $79.06 $34,184 - $40,241	-509 Reduced 38.91%	799 $60,000
Q3 2022 Nov 08, 2022	SELL	$66.43 - $77.87 $938,921 - $1.1 Million	-14,134 Reduced 91.53%	1,308 $87,000
Q2 2022 Aug 16, 2022	SELL	$70.31 - $80.24 $103,426 - $118,033	-1,471 Reduced 8.7%	15,442 $1.11 Million
Q1 2022 Jun 08, 2022	BUY	$75.14 - $81.94 $890,108 - $970,661	11,846 Added 233.79%	16,913 $1.33 Million
Q4 2021 Feb 11, 2022	BUY	$74.93 - $80.86 $307,138 - $331,445	4,099 Added 423.45%	5,067 $410,000
Q3 2021 Nov 08, 2021	SELL	$74.23 - $78.13 $181,566 - $191,105	-2,446 Reduced 71.65%	968 $72,000
Q2 2021 Jul 27, 2021	BUY	$73.32 - $77.65 $188,505 - $199,638	2,571 Added 304.98%	3,414 $258,000
Q1 2021 May 05, 2021	BUY	$63.23 - $73.67 $1,707 - $1,989	27 Added 3.31%	843 $61,000
Q4 2020 Feb 16, 2021	BUY	$54.8 - $65.16 $328 - $390	6 Added 0.74%	816 $52,000
Q3 2020 Nov 03, 2020	SELL	$50.37 - $58.54 $856 - $995	-17 Reduced 2.06%	810 $45,000
Q2 2020 Aug 13, 2020	BUY	$43.56 - $56.5 $304 - $395	7 Added 0.85%	827 $43,000
Q1 2020 May 15, 2020	BUY	$39.5 - $59.28 $316 - $474	8 Added 0.99%	820 $36,000
Q4 2019 Feb 04, 2020	BUY	$52.87 - $58.15 $42,930 - $47,217	812 New	812 $47,000

Others Institutions Holding SCHD

# of Institutions

2,017

Shares Held

845M

Call Options Held

4.51M

Put Options Held

2.75M

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About SCHWAB STRATEGIC TR US DIVIDEN

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Peachtree Investment Partners, LLC Schwab Strategic Tr Us Dividen Transaction History