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 $17,255. This represents 0.01% of its overall portfolio holdings.
Number of Shares
700
Previous 700
-0.0%
Holding current value
$17,255
Previous $35,000
51.43%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHR
# of Institutions
445Shares Held
356MCall Options Held
2.7KPut Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA217MShares$5.35 Billion1.0% of portfolio
-
Royal Bank Of Canada Toronto, A615.9MShares$393 Million0.08% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN12.7MShares$312 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC8.47MShares$209 Million0.02% of portfolio
-
Stifel Financial Corp St. Louis, MO7.78MShares$192 Million0.2% of portfolio