Schwab Strategic Tr us dividend eq shares owned by Bartlett & Co. Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Bartlett & Co. Wealth Management
from 13F filings
Historical chart of Bartlett & Co. Wealth Management investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Bartlett & Co. Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.4M | 49k | 27.43 |
| 2025-09-30 | $776k | 28k | 27.30 |
| 2025-06-30 | $770k | 29k | 26.50 |
| 2025-03-31 | $817k | 29k | 27.96 |
| 2024-12-31 | $856k | 31k | 27.32 |
| 2024-09-30 | $941k | 11k | 84.53 |
| 2024-06-30 | $928k | 12k | 78.59 |
| 2024-03-31 | $904k | 11k | 80.63 |
| 2023-12-31 | $913k | 12k | 76.32 |
| 2023-09-30 | $889k | 13k | 70.76 |
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