Peachtree Investment Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Peachtree Investment Partners, LLC

$265 Million
Q3 2024

A detailed history of Peachtree Investment Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Peachtree Investment Partners, LLC holds 1,000 shares of SCHV stock, worth $27,230. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,000

Holding current value

$27,230

% of portfolio

0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$73.43 - $80.37 $73,430 - $80,370	1,000 New	1,000 $80,000
Q1 2024 May 10, 2024	BUY	$68.82 - $75.98 $0 - $0	0 New	0 $0
Q4 2023 Feb 12, 2024	SELL	$61.16 - $70.24 $6,177 - $7,094	-101 Closed	0 $0
Q3 2023 Nov 13, 2023	SELL	$64.45 - $69.39 $6,445 - $6,939	-100 Reduced 49.75%	101 $6,000
Q2 2023 Aug 14, 2023	BUY	$63.33 - $67.21 $12,729 - $13,509	201 New	201 $13,000
Q1 2021 May 05, 2021	SELL	$58.71 - $65.66 $58 - $65	-1 Reduced 1.18%	84 $5,000
Q4 2020 Feb 16, 2021	BUY	$50.83 - $59.53 $4,320 - $5,060	85 New	85 $5,000
Q2 2020 Aug 13, 2020	SELL	$42.21 - $55.29 $4,600 - $6,026	-109 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	$54.73 - $60.25 $5,965 - $6,567	109 New	109 $7,000

Others Institutions Holding SCHV

# of Institutions

831

Shares Held

112M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
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Peachtree Investment Partners, LLC Schwab Strategic Tr Us Large C Transaction History