Schwab U S Small Cap ETF shares owned by Bartlett & Co. Wealth Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Bartlett & Co. Wealth Management
from 13F filings
Historical chart of Bartlett & Co. Wealth Management investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Bartlett & Co. Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.9M | 68k | 28.48 |
| 2025-09-30 | $3.0M | 109k | 27.90 |
| 2025-06-30 | $2.7M | 109k | 25.30 |
| 2025-03-31 | $2.9M | 122k | 23.43 |
| 2024-12-31 | $2.8M | 110k | 25.86 |
| 2024-09-30 | $2.8M | 55k | 51.50 |
| 2024-06-30 | $2.6M | 55k | 47.61 |
| 2024-03-31 | $2.7M | 55k | 49.24 |
| 2023-12-31 | $2.6M | 54k | 47.91 |
| 2023-09-30 | $2.2M | 54k | 41.42 |
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