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 $14,878. This represents 0.01% of its overall portfolio holdings.
Number of Shares
650
Previous 650
-0.0%
Holding current value
$14,878
Previous $30,000
53.33%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding SCHZ
# of Institutions
673Shares Held
161MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY11.7MShares$268 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.63MShares$198 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.6.51MShares$149 Million5.36% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.27MShares$144 Million18.24% of portfolio
-
Charles Schwab Trust CO5.9MShares$135 Million11.76% of portfolio