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

Peachtree Investment Partners, LLC

$266 Million
Q4 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 85,192 shares of SCHX stock, worth $1.96 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares

85,192

Previous 21,526 295.76%

Holding current value

$1.96 Million

Previous $1.46 Million 35.21%

% of portfolio

0.74%

Previous 0.55%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$22.4 - $68.28 $1.43 Million - $4.35 Million	63,666 Added 295.76%	85,192 $1.97 Million
Q3 2024 Nov 12, 2024	BUY	$61.11 - $67.85 $30,738 - $34,128	503 Added 2.39%	21,526 $1.46 Million
Q2 2024 Aug 12, 2024	BUY	$58.7 - $64.78 $685,674 - $756,695	11,681 Added 125.04%	21,023 $1.35 Million
Q1 2024 May 10, 2024	BUY	$55.41 - $62.08 $24,491 - $27,439	442 Added 4.97%	9,342 $579,000
Q4 2023 Feb 12, 2024	BUY	$48.47 - $56.6 $253,788 - $296,357	5,236 Added 142.9%	8,900 $501,000
Q3 2023 Nov 13, 2023	SELL	$50.36 - $54.21 $18,532 - $19,949	-368 Reduced 9.13%	3,664 $185,000
Q2 2023 Aug 14, 2023	SELL	$47.67 - $52.37 $24,311 - $26,708	-510 Reduced 11.23%	4,032 $211,000
Q1 2023 May 15, 2023	BUY	$44.78 - $49.41 $9,538 - $10,524	213 Added 4.92%	4,542 $219,000
Q4 2022 Feb 14, 2023	SELL	$42.25 - $48.16 $8,027 - $9,150	-190 Reduced 4.2%	4,329 $195,000
Q3 2022 Nov 08, 2022	SELL	$42.35 - $51.01 $33,837 - $40,756	-799 Reduced 15.02%	4,519 $191,000
Q2 2022 Aug 16, 2022	SELL	$43.35 - $54.51 $241,546 - $303,729	-5,572 Reduced 51.17%	5,318 $237,000
Q1 2022 Jun 08, 2022	BUY	$49.51 - $57.27 $123,527 - $142,888	2,495 Added 29.72%	10,890 $586,000
Q4 2021 Feb 11, 2022	BUY	$51.9 - $57.29 $2,802 - $3,093	54 Added 0.65%	8,395 $956,000
Q3 2021 Nov 08, 2021	BUY	$51.52 - $54.94 $26,275 - $28,019	510 Added 6.51%	8,341 $868,000
Q2 2021 Jul 27, 2021	BUY	$48.62 - $52.01 $219,519 - $234,825	4,515 Added 136.16%	7,831 $814,000
Q1 2021 May 05, 2021	SELL	$44.9 - $48.34 $493 - $531	-11 Reduced 0.33%	3,316 $318,000
Q4 2020 Feb 16, 2021	BUY	$39.35 - $45.48 $27,899 - $32,245	709 Added 27.08%	3,327 $303,000
Q3 2020 Nov 03, 2020	BUY	$37.26 - $43.03 $4,620 - $5,335	124 Added 4.97%	2,618 $211,000
Q2 2020 Aug 13, 2020	BUY	$29.25 - $38.76 $2,632 - $3,488	90 Added 3.74%	2,494 $185,000
Q1 2020 May 15, 2020	SELL	$26.61 - $40.52 $194,332 - $295,917	-7,303 Reduced 75.23%	2,404 $147,000
Q4 2019 Feb 04, 2020	BUY	$34.42 - $38.54 $231,405 - $259,104	6,723 Added 225.3%	9,707 $746,000
Q3 2019 Nov 14, 2019	SELL	$35.28 - $36.01 $41,277 - $42,131	-1,170 Reduced 28.17%	2,984 $212,000
Q2 2019 Jul 17, 2019	SELL	N/A	-606 Reduced 12.73%	4,154 $292,000
Q1 2019 May 14, 2019	BUY	N/A	1,365 Added 40.21%	4,760 $322,000
Q4 2018 Feb 19, 2019	BUY	N/A	3,395 New	3,395 $203,000

Others Institutions Holding SCHX

# of Institutions

1,472

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Peachtree Investment Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Peachtree Investment Partners, LLC with notifications on news.

Account

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