Barrett & Company, Inc. Schwab Strategic Tr Us Small C Transaction History

Barrett & Company, Inc.

  • $237 Billion
  • Q4 2024

A detailed history of Barrett & Company, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Barrett & Company, Inc. holds 2,662 shares of SCHA stock, worth $63,195. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,662
Previous 1,331 100.0%
Holding current value
$63,195
Previous $68.5 Million 0.43%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 28, 2025
BUY
$25.33 - $51.16 $33,714 - $68,093
1,331 Added 100.0%
2,662 $68.8 Million
Q1 2023

May 11, 2023
BUY
$39.82 - $46.36 $53,000 - $61,705
1,331 New
1,331 $55.8 Million

Others Institutions Holding SCHA

# of Institutions
1,251
Shares Held
272M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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