Sch Fnd Us Lg Etf schwb fdt us lg shares owned by Bartlett & Co. Wealth Management
Quarter-by-quarter ownership of Sch Fnd Us Lg Etf schwb fdt us lg (FNDX) shares owned by Bartlett & Co. Wealth Management
from 13F filings
Historical chart of Bartlett & Co. Wealth Management investment in Sch Fnd Us Lg Etf schwb fdt us lg
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Quarterly reported holdings in Sch Fnd Us Lg Etf schwb fdt us lg by Bartlett & Co. Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 952k | 26.30 |
| 2025-06-30 | $23M | 942k | 24.54 |
| 2025-03-31 | $23M | 959k | 23.61 |
| 2024-12-31 | $22M | 926k | 23.68 |
| 2024-09-30 | $21M | 293k | 71.76 |
| 2024-06-30 | $19M | 289k | 67.29 |
| 2024-03-31 | $19M | 283k | 67.39 |
| 2023-12-31 | $17M | 274k | 62.11 |
| 2023-09-30 | $15M | 267k | 55.97 |
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