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 $62,716. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,662
Previous 1,331
100.0%
Holding current value
$62,716
Previous $68.5 Million
0.43%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SCHA
# of Institutions
1,251Shares Held
272MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.09 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$597 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$324 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$248 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$149 Million0.05% of portfolio