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Schwab U S Large Cap Growth ETF shares owned by Bartlett & Co.

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Bartlett & Co. from 13F filings

Historical chart of Bartlett & Co. investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth ETF held by Bartlett & Co. consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Bartlett & Co.

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.0M 48k 83.37
2023-09-30 $3.5M 49k 72.71
2023-06-30 $3.6M 48k 74.95
2023-03-31 $2.7M 41k 65.16
2022-12-31 $2.4M 42k 55.56
2022-09-30 $2.4M 42k 55.80
2022-06-30 $1.5M 27k 58.01
2022-03-31 $2.1M 28k 74.82
2021-12-31 $2.2M 14k 163.78
2021-09-30 $2.1M 14k 148.09
2021-06-30 $2.2M 15k 145.95
2021-03-31 $2.0M 15k 129.77
2020-12-31 $2.0M 15k 128.40
2020-09-30 $1.8M 16k 115.19
2020-06-30 $1.6M 16k 101.53
2020-03-31 $1.3M 16k 79.65
2019-09-30 $1.3M 16k 84.02
2019-06-30 $2.5M 30k 83.20
2019-03-31 $2.4M 30k 79.45
2018-12-31 $2.0M 29k 68.92
2018-09-30 $2.4M 29k 82.03
2018-06-30 $2.2M 29k 75.78
2018-03-31 $2.2M 31k 71.71
2017-12-31 $2.2M 31k 70.70
2017-09-30 $2.0M 31k 66.06
2017-06-30 $1.8M 29k 63.21
2017-03-31 $1.7M 28k 60.48
2016-12-31 $1.5M 27k 55.84
2016-09-30 $1.5M 27k 55.50
2016-06-30 $1.5M 28k 52.48
2016-03-31 $1.4M 26k 52.44
2015-12-31 $814k 15k 52.86
2015-09-30 $683k 14k 49.96
2015-06-30 $719k 13k 53.68
2015-03-31 $367k 6.8k 53.93
2014-12-31 $163k 3.1k 51.83
2014-09-30 $32k 650 49.23
2014-06-30 $32k 650 49.23

More positions owned by Bartlett & Co.

Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Inc Class C cs (GOOG)
Berkshire Hathaway (BRK.B)
MasterCard Incorporated (MA)
JPMorgan Chase & Co. (JPM)
Procter & Gamble Company (PG)
Lowe's Companies (LOW)
Abbott Laboratories (ABT)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Pepsi (PEP)
TJX Companies (TJX)
Amgen (AMGN)
Vanguard S&P 500 ETF Ex Trd Eq Fd (VOO)

View all positions for Bartlett & Co.

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
LPL Financial
Ameriprise Financial
Fund Evaluation Group
Morgan Stanley
McAdam
CWM
Bank of America Corporation

View all funds holding Schwab U S Large Cap Growth ETF