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

Barrett & Company, Inc.

  • $237 Billion
  • Q4 2024

A detailed history of Barrett & Company, Inc. transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Barrett & Company, Inc. holds 138 shares of SCHZ stock, worth $3,158. This represents 0.0% of its overall portfolio holdings.

Number of Shares
138
Previous 69 100.0%
Holding current value
$3,158
Previous $3.28 Million 4.45%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 28, 2025
BUY
$22.63 - $47.53 $1,561 - $3,279
69 Added 100.0%
138 $3.13 Million
Q1 2023

May 11, 2023
BUY
$45.33 - $47.44 $3,127 - $3,273
69 New
69 $3.24 Million

Others Institutions Holding SCHZ

# of Institutions
675
Shares Held
162M
Call Options Held
200
Put Options Held
1.5K
View Full List

About SCHWAB US AGGREGATE BOND ETF

SCHZ Quotes by TradingView
  • Ticker SCHZ
  • Sector ETFs
  • Industry ETFs
More about SCHZ
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