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

Peachtree Investment Partners, LLC

  • $266 Million
  • Q4 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 217 shares of SCHM stock, worth $6,071. This represents 0.0% of its overall portfolio holdings.

Number of Shares
217
Previous 72 201.39%
Holding current value
$6,071
Previous $5,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$27.54 - $83.04 $3,993 - $12,040
145 Added 201.39%
217 $6,000
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
1,006
Shares Held
271M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
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More about SCHM
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