Peachtree Investment Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History

Peachtree Investment Partners, LLC

$254 Million
Q2 2024

A detailed history of Peachtree Investment Partners, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Peachtree Investment Partners, LLC holds 72 shares of SCHM stock, worth $5,980. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 72 -0.0%

Holding current value

$5,980

Previous $5,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 12, 2024	BUY	$63.01 - $75.95 $63 - $75	1 Added 1.41%	72 $5,000
Q1 2023 May 15, 2023	BUY	$64.24 - $73.9 $64 - $73	1 Added 1.43%	71 $4,000
Q2 2022 Aug 16, 2022	BUY	$60.91 - $76.4 $60 - $76	1 Added 1.45%	70 $4,000
Q4 2021 Feb 11, 2022	SELL	$76.01 - $83.39 $11,781 - $12,925	-155 Reduced 69.2%	69 $6,000
Q3 2021 Nov 08, 2021	SELL	$74.65 - $80.95 $1,791 - $1,942	-24 Reduced 9.68%	224 $17,000
Q2 2021 Jul 27, 2021	SELL	$74.64 - $79.12 $3,732 - $3,956	-50 Reduced 16.78%	248 $19,000
Q3 2020 Nov 03, 2020	BUY	$51.99 - $58.83 $51 - $58	1 Added 0.34%	298 $17,000
Q1 2020 May 15, 2020	SELL	$35.83 - $62.24 $4,550 - $7,904	-127 Reduced 29.95%	297 $12,000
Q4 2019 Feb 04, 2020	BUY	$54.56 - $60.24 $23,133 - $25,541	424 New	424 $25,000

Others Institutions Holding SCHM

# of Institutions

912

Shares Held

94.8M

Call Options Held

6.2K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Peachtree Investment Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History