Peachtree Investment Partners, LLC Schwab Intermediate Term Us Tr Transaction History
Peachtree Investment Partners, LLC
- $254 Million
- Q2 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 $34,944. This represents 0.01% of its overall portfolio holdings.
Number of Shares
700
Previous 700
-0.0%
Holding current value
$34,944
Previous $34,000
-0.0%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHR
# of Institutions
406Shares Held
142MCall Options Held
2.3KPut Options Held
7.4K-
Charles Schwab Investment Management Inc San Francisco, CA83.2MShares$4.15 Billion0.78% of portfolio
-
Royal Bank Of Canada Toronto, A610.1MShares$505 Million0.12% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.67MShares$233 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO3.74MShares$187 Million0.21% of portfolio
-
Bergan Kdv Wealth Management, LLC1.78MShares$88.9 Million8.79% of portfolio