Peachtree Investment Partners, LLC Schwab Us Aggregate Bond ETF Transaction History
Peachtree Investment Partners, LLC
- $266 Million
- Q4 2024
A detailed history of Peachtree Investment Partners, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Peachtree Investment Partners, LLC holds 650 shares of SCHZ stock, worth $15,001. This represents 0.01% of its overall portfolio holdings.
Number of Shares
650
Previous 650
-0.0%
Holding current value
$15,001
Previous $30,000
53.33%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
686Shares Held
168MCall Options Held
200Put Options Held
1.5K-
Jpmorgan Chase & CO New York, NY11.7MShares$271 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$199 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$150 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$145 Million18.24% of portfolio
-
Charles Schwab Trust CO5.41MShares$125 Million10.66% of portfolio