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

Peachtree Investment Partners, LLC

  • $252 Million
  • Q1 2025

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 3,891 shares of SCHV stock, worth $108,909. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,891
Previous 3,000 29.7%
Holding current value
$108,909
Previous $78,000 32.05%
% of portfolio
0.04%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$25.77 - $27.6 $22,961 - $24,591
891 Added 29.7%
3,891 $103,000
Q4 2024

Feb 13, 2025
BUY
$25.79 - $80.4 $51,580 - $160,800
2,000 Added 200.0%
3,000 $78,000
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
957
Shares Held
336M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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