Barrett & Company, Inc. Schwab Strategic Tr Us Dividen Transaction History
Barrett & Company, Inc.
- $237 Billion
- Q4 2024
A detailed history of Barrett & Company, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Barrett & Company, Inc. holds 1,357 shares of SCHD stock, worth $37,398. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,357
Previous 404
235.89%
Holding current value
$37,398
Previous $34.1 Million
8.69%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,861Shares Held
518MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$739 Million13.87% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL21.7MShares$598 Million0.22% of portfolio
-
Wealthspire Advisors, LLC New York, NY15.1MShares$417 Million4.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$318 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$305 Million8.18% of portfolio