Peachtree Investment Partners, LLC Schwab Intermediate Term Us Tr Transaction History
Peachtree Investment Partners, LLC
- $266 Million
- Q4 2024
A detailed history of Peachtree Investment Partners, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Peachtree Investment Partners, LLC holds 700 shares of SCHR stock, worth $17,549. This represents 0.01% of its overall portfolio holdings.
Number of Shares
700
Previous 700
-0.0%
Holding current value
$17,549
Previous $35,000
51.43%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHR
# of Institutions
461Shares Held
359MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.45 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A615.9MShares$400 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.7MShares$318 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$212 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO7.78MShares$195 Million0.2% of portfolio