Peachtree Investment Partners, LLC Schwab Strategic Tr 1000 Index Transaction History

Peachtree Investment Partners, LLC

  • $266 Million
  • Q4 2024

A detailed history of Peachtree Investment Partners, LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Peachtree Investment Partners, LLC holds 10,285 shares of SCHK stock, worth $303,510. This represents 0.11% of its overall portfolio holdings.

Number of Shares
10,285
Previous 5,221 96.99%
Holding current value
$303,510
Previous $288,000 1.04%
% of portfolio
0.11%
Previous 0.11%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$27.45 - $55.56 $139,006 - $281,355
5,064 Added 96.99%
10,285 $291,000
Q3 2024

Nov 12, 2024
BUY
$49.82 - $55.29 $1,544 - $1,713
31 Added 0.6%
5,221 $288,000
Q2 2024

Aug 12, 2024
SELL
$47.83 - $52.72 $3,491 - $3,848
-73 Reduced 1.39%
5,190 $271,000
Q1 2024

May 10, 2024
BUY
$45.19 - $50.67 $723 - $810
16 Added 0.3%
5,263 $266,000
Q4 2023

Feb 12, 2024
BUY
$39.52 - $46.21 $829 - $970
21 Added 0.4%
5,247 $241,000
Q3 2023

Nov 13, 2023
BUY
$41.08 - $44.27 $739 - $796
18 Added 0.35%
5,226 $215,000
Q2 2023

Aug 14, 2023
SELL
$38.96 - $42.79 $294,186 - $323,107
-7,551 Reduced 59.18%
5,208 $222,000
Q1 2023

May 15, 2023
BUY
$36.64 - $40.44 $276,558 - $305,241
7,548 Added 144.85%
12,759 $504,000
Q4 2022

Feb 14, 2023
SELL
$34.56 - $39.43 $794 - $906
-23 Reduced 0.44%
5,211 $192,000
Q3 2022

Nov 08, 2022
SELL
$34.61 - $41.69 $177,307 - $213,577
-5,123 Reduced 49.46%
5,234 $181,000
Q2 2022

Aug 16, 2022
SELL
$35.4 - $44.52 $554,328 - $697,138
-15,659 Reduced 60.19%
10,357 $378,000
Q1 2022

Jun 08, 2022
SELL
$40.46 - $46.8 $424,101 - $490,557
-10,482 Reduced 28.72%
26,016 $1.15 Million
Q4 2021

Feb 11, 2022
BUY
$42.49 - $46.85 $9,772 - $10,775
230 Added 0.63%
36,498 $1.7 Million
Q3 2021

Nov 08, 2021
BUY
$42.11 - $45.01 $3,410 - $3,645
81 Added 0.22%
36,268 $1.55 Million
Q2 2021

Jul 27, 2021
BUY
$39.89 - $42.66 $142,367 - $152,253
3,569 Added 10.94%
36,187 $1.54 Million
Q1 2021

May 05, 2021
BUY
$36.87 - $39.72 $1.03 Million - $1.11 Million
27,905 Added 592.09%
32,618 $1.29 Million
Q4 2020

Feb 16, 2021
BUY
$32.23 - $37.39 $612 - $710
19 Added 0.4%
4,713 $176,000
Q3 2020

Nov 03, 2020
BUY
$30.53 - $35.25 $335 - $387
11 Added 0.23%
4,694 $155,000
Q2 2020

Aug 13, 2020
BUY
$23.93 - $31.78 $119 - $158
5 Added 0.11%
4,683 $142,000
Q1 2020

May 15, 2020
SELL
$21.7 - $33.28 $43,920 - $67,358
-2,024 Reduced 30.2%
4,678 $117,000
Q4 2019

Feb 04, 2020
BUY
$28.33 - $31.69 $189,867 - $212,386
6,702 New
6,702 $212,000
Q2 2019

Jul 17, 2019
SELL
N/A
-19,028 Closed
0 $0
Q1 2019

May 14, 2019
BUY
N/A
19,028 New
19,028 $530,000

Others Institutions Holding SCHK

# of Institutions
198
Shares Held
69.7M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

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