Barrett & Company, Inc. Schwab Us Aggregate Bond ETF Transaction History
Barrett & Company, Inc.
- $231 Billion
- Q3 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 69 shares of SCHZ stock, worth $1,566. This represents 0.0% of its overall portfolio holdings.
Number of Shares
69
Previous 69
-0.0%
Holding current value
$1,566
Previous $3.15 Million
4.26%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHZ
# of Institutions
628Shares Held
83MCall Options Held
100Put Options Held
0-
Jpmorgan Chase & CO New York, NY6.33MShares$144 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.15MShares$94.2 Million0.05% of portfolio
-
Avantax Planning Partners, Inc.3.14MShares$71.2 Million5.37% of portfolio
-
Charles Schwab Trust CO2.9MShares$65.8 Million12.11% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY2.85MShares$64.7 Million17.53% of portfolio