Barnett & Company, Inc. Schwab Us Aggregate Bond ETF Transaction History

Barnett & Company, Inc.

$146 Million
Q1 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 22, 2020	SELL	N/A	-400 Closed	0 $0
Q2 2018 Aug 03, 2018	SELL	N/A	-71 Reduced 15.07%	400 $20,000
Q4 2017 Feb 02, 2018	SELL	N/A	-55 Reduced 10.46%	471 $25,000
Q3 2017 Nov 20, 2017	BUY	N/A	526	526 $28,000

Others Institutions Holding SCHZ

# of Institutions

604

Shares Held

105M

Call Options Held

600

Put Options Held

3.6K

Charles Schwab Investment Management Inc San Francisco, CA

32.2M
Shares

$1.47 Billion
0.34% of portfolio
Jpmorgan Chase & CO New York, NY

4.48M
Shares

$205 Million
0.02% of portfolio
Avantax Planning Partners, Inc.

3.59M
Shares

$165 Million
5.38% of portfolio
Capital Management Associates, Inc Minneapolis, MN

3.45M
Shares

$158 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.56M
Shares

$117 Million
0.03% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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