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 $38,620. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,357
Previous 404
235.89%
Holding current value
$38,620
Previous $34.1 Million
8.69%
% of portfolio
0.02%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,945Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.41 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.03 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$810 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$763 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$740 Million4.56% of portfolio