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
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by Bartlett & Co. Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Small Cap ETF by Bartlett & Co. Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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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