Peachtree Investment Partners, LLC Schwab Us Aggregate Bond ETF Call Options Transaction History

Peachtree Investment Partners, LLC

$252 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SCHZ

# of Institutions

709

Shares Held

170M

Call Options Held

1.7K

Put Options Held

0

Jpmorgan Chase & CO New York, NY

12.3M
Shares

$284 Million
0.02% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

7.38M
Shares

$171 Million
18.39% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.35M
Shares

$170 Million
0.05% of portfolio
Avantax Planning Partners, Inc.

6.99M
Shares

$162 Million
5.22% of portfolio
Charles Schwab Trust CO

5.59M
Shares

$129 Million
9.94% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
Sector ETFs
Industry ETFs

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