Peachtree Investment Partners, LLC Schwab Us Aggregate Bond ETF Transaction History
Peachtree Investment Partners, LLC
- $252 Million
- Q1 2025
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 $15,054. This represents 0.01% of its overall portfolio holdings.
Number of Shares
650
Previous 650
-0.0%
Holding current value
$15,054
Previous $14,000
7.14%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
709Shares Held
170MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$284 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$170 Million0.05% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$160 Million18.93% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% of portfolio
-
Charles Schwab Trust CO5.59MShares$129 Million9.94% of portfolio