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Schwab Strategic Tr us dividend eq shares owned by Barrett & Company

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Barrett & Company from 13F filings

Historical chart of Barrett & Company investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Barrett & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Barrett & Company

Quarter filed Position value Share count Share price at filing
2025-12-31 $85k 3.1k 27.43
2025-09-30 $70k 2.6k 27.30
2025-06-30 $60k 2.3k 26.50
2025-03-31 $48k 1.7k 27.96
2024-12-31 $37k 1.4k 27.32
2024-09-30 $34k 404 84.44

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Ishares Tr Msci Usa Min Vol (USMV)
NVIDIA Corporation (NVDA)
Ishares Tr Morningstar Valu (ILCV)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Future Exponenti (XT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded SHS (FVD)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Amazon (AMZN)

View all positions for Barrett & Company

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