Peachtree Investment Partners, LLC Schwab Strategic Tr 1000 Index Transaction History
Peachtree Investment Partners, LLC
- $247 Million
- Q1 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 5,263 shares of SCHK stock, worth $280,465. This represents 0.11% of its overall portfolio holdings.
Number of Shares
5,263
Previous 5,247
0.3%
Holding current value
$280,465
Previous $241,000
10.37%
% of portfolio
0.11%
Previous 0.1%
Shares
20 transactions
Others Institutions Holding SCHK
# of Institutions
158Shares Held
34.7MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA24.4MShares$1.3 Billion2.79% of portfolio
-
Legacy Wealth Management, Inc3.68MShares$196 Million13.76% of portfolio
-
Warwick Investment Management, Inc.1.88MShares$100 Million22.84% of portfolio
-
Armstrong Advisory Group, Inc Needham, MA1.25MShares$66.4 Million5.85% of portfolio
-
Waddell & Associates, LLC950KShares$50.6 Million6.56% of portfolio