Barnett & Company, Inc. Schwab Intermediate Term Us Tr Transaction History

Barnett & Company, Inc.

$123 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 Apr 19, 2021	SELL	$56.41 - $58.25 $29,333 - $30,290	-520 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$57.98 - $58.64 $30,149 - $30,492	520 New	520 $30,000

Others Institutions Holding SCHR

# of Institutions

516

Shares Held

385M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

228M
Shares

$5.73 Billion
0.95% of portfolio
Royal Bank Of Canada Toronto, A6

19.6M
Shares

$491 Million
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.7M
Shares

$344 Million
0.08% of portfolio
Stifel Financial Corp St. Louis, MO

8.61M
Shares

$216 Million
0.21% of portfolio
Jpmorgan Chase & CO New York, NY

4.9M
Shares

$123 Million
0.01% of portfolio

About SCHWAB INTERMEDIATE-TERM US TR

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