Barrett & Company, Inc. Schwab Us Aggregate Bond ETF Transaction History
Barrett & Company, Inc.
- $221 Billion
- Q2 2024
A detailed history of Barrett & Company, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Barrett & Company, Inc. holds 69 shares of SCHZ stock, worth $3,234. This represents 0.0% of its overall portfolio holdings.
Number of Shares
69
Previous 69
-0.0%
Holding current value
$3,234
Previous $3.17 Million
0.91%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
625Shares Held
107MCall Options Held
100Put Options Held
1.8K-
Charles Schwab Investment Management Inc San Francisco, CA33.8MShares$1.58 Billion0.3% of portfolio
-
Jpmorgan Chase & CO New York, NY5.64MShares$264 Million0.02% of portfolio
-
Avantax Planning Partners, Inc.3.4MShares$159 Million5.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.68MShares$126 Million0.03% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.59MShares$121 Million16.7% of portfolio