Peachtree Investment Partners, LLC Schwab Strategic Tr 1000 Index Transaction History
Peachtree Investment Partners, LLC
- $266 Million
- Q4 2024
A detailed history of Peachtree Investment Partners, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Peachtree Investment Partners, LLC holds 10,285 shares of SCHK stock, worth $289,317. This represents 0.11% of its overall portfolio holdings.
Number of Shares
10,285
Previous 5,221
96.99%
Holding current value
$289,317
Previous $288,000
1.04%
% of portfolio
0.11%
Previous 0.11%
Shares
23 transactions
Others Institutions Holding SCHK
# of Institutions
201Shares Held
69.8MCall Options Held
3.9KPut Options Held
6.9K-
Financial Engines Advisors L.L.C. Santa Clara, CA47.7MShares$1.34 Billion2.85% of portfolio
-
Legacy Wealth Management, Inc6.97MShares$196 Million12.67% of portfolio
-
Warwick Investment Management, Inc.4.39MShares$123 Million25.69% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA2.63MShares$74.1 Million5.98% of portfolio
-
Waddell & Associates, LLC1.94MShares$54.5 Million5.64% of portfolio