Barnett & Company, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Barnett & Company, Inc.

$143 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 12, 2021	SELL	$17.04 - $19.33 $5,538 - $6,282	-325 Closed	0 $0
Q4 2018 Feb 15, 2019	BUY	N/A	325 New	325 $13,000

Others Institutions Holding SCHH

# of Institutions

531

Shares Held

175M

Call Options Held

22.2K

Put Options Held

84.6K

Financial Engines Advisors L.L.C. Santa Clara, CA

52.9M
Shares

$1.19 Billion
2.52% of portfolio
Us Bancorp \De\

27.6M
Shares

$621 Million
0.83% of portfolio
Creative Planning Overland Park, KS

25.7M
Shares

$579 Million
0.59% of portfolio
Northwestern Mutual Wealth Management CO

7.55M
Shares

$170 Million
0.16% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

6.98M
Shares

$157 Million
0.58% of portfolio

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

More about SCHH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Barnett & Company, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Barnett & Company, Inc. with notifications on news.