Schwab U S Broad Market ETF shares owned by Bartlett & Co. Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Bartlett & Co. Wealth Management
from 13F filings
Historical chart of Bartlett & Co. Wealth Management investment in Schwab U S Broad Market ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Broad Market ETF held by Bartlett & Co. Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Broad Market ETF by Bartlett & Co. Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $24M | 360k | 66.52 |
| 2024-06-30 | $23M | 363k | 63.07 |
| 2024-03-31 | $23M | 373k | 61.05 |
| 2023-12-31 | $21M | 372k | 55.91 |
| 2023-09-30 | $21M | 427k | 49.85 |
More positions owned by Bartlett & Co. Wealth Management
View all positions for Bartlett & Co. Wealth Management