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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

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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
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