Schwab U S Broad Market ETF shares owned by Bartlett & Co.
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Bartlett & Co.
from 13F filings
Historical chart of Bartlett & Co. investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Bartlett & Co.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $21M | 372k | 55.91 |
| 2023-09-30 | $21M | 427k | 49.85 |
| 2023-06-30 | $23M | 439k | 51.70 |
| 2023-03-31 | $21M | 446k | 47.85 |
| 2022-12-31 | $20M | 445k | 44.81 |
| 2022-09-30 | $19M | 449k | 41.99 |
| 2022-06-30 | $20M | 448k | 44.19 |
| 2022-03-31 | $23M | 421k | 53.39 |
| 2021-12-31 | $25M | 223k | 113.03 |
| 2021-09-30 | $23M | 224k | 103.86 |
| 2021-06-30 | $24M | 227k | 104.27 |
| 2021-03-31 | $22M | 232k | 96.71 |
| 2020-12-31 | $22M | 238k | 90.99 |
| 2020-09-30 | $19M | 240k | 79.64 |
| 2020-06-30 | $18M | 243k | 73.47 |
| 2020-03-31 | $15M | 240k | 60.43 |
| 2019-09-30 | $17M | 236k | 71.02 |
| 2019-06-30 | $17M | 237k | 70.53 |
| 2019-03-31 | $16M | 235k | 68.05 |
| 2018-12-31 | $14M | 227k | 59.93 |
| 2018-09-30 | $14M | 196k | 70.39 |
| 2018-06-30 | $13M | 193k | 65.99 |
| 2018-03-31 | $13M | 196k | 63.79 |
| 2017-12-31 | $12M | 192k | 64.52 |
| 2017-09-30 | $12M | 189k | 60.91 |
| 2017-06-30 | $11M | 188k | 58.46 |
| 2017-03-31 | $10M | 181k | 57.06 |
| 2016-12-31 | $10M | 184k | 54.18 |
| 2016-09-30 | $9.7M | 186k | 52.32 |
| 2016-06-30 | $10M | 198k | 50.30 |
| 2016-03-31 | $9.5M | 192k | 49.28 |
| 2015-12-31 | $9.1M | 186k | 49.04 |
| 2015-09-30 | $7.9M | 170k | 46.38 |
| 2015-06-30 | $8.4M | 167k | 50.23 |
| 2015-03-31 | $7.9M | 156k | 50.48 |
| 2014-12-31 | $6.9M | 140k | 49.82 |
| 2014-09-30 | $6.2M | 131k | 47.55 |
| 2014-06-30 | $6.7M | 141k | 47.72 |
| 2014-03-31 | $5.9M | 128k | 45.71 |
| 2013-12-31 | $3.2M | 71k | 45.01 |
| 2013-09-30 | $2.8M | 68k | 41.09 |
| 2013-06-30 | $2.7M | 70k | 38.91 |
| 2013-03-31 | $2.5M | 67k | 37.96 |
| 2012-12-31 | $458k | 13k | 34.44 |