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

Barrett & Company, Inc.

  • $292 Billion
  • Q3 2025

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 2,570 shares of SCHD stock, worth $70,006. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,570
Previous 2,264 13.52%
Holding current value
$70,006
Previous $60 Million 16.93%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$26.38 - $27.95 $8,072 - $8,552
306 Added 13.52%
2,570 $70.2 Million
Q2 2025

Jul 21, 2025
BUY
$24.32 - $27.87 $13,765 - $15,774
566 Added 33.33%
2,264 $60 Million
Q1 2025

Apr 21, 2025
BUY
$27.01 - $28.54 $9,210 - $9,732
341 Added 25.13%
1,698 $47.5 Million
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
2,058
Shares Held
873M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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