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 $37,765. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,357
Previous 404 235.89%
Holding current value
$37,765
Previous $34.1 Million 8.69%
% of portfolio
0.02%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$26.93 - $84.95 $25,664 - $80,957
953 Added 235.89%
1,357 $37.1 Million
Q3 2024

Oct 24, 2024
BUY
$77.02 - $85.06 $31,116 - $34,364
404 New
404 $34.1 Million

Others Institutions Holding SCHD

# of Institutions
1,822
Shares Held
430M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Barrett & Company, Inc. Portfolio

Follow Barrett & Company, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email