Schwab U S Large Cap Growth ETF shares owned by Bartlett & Co. Wealth Management
Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Bartlett & Co. Wealth Management
from 13F filings
Historical chart of Bartlett & Co. Wealth Management investment in Schwab U S Large Cap Growth ETF
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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Bartlett & Co. Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.2M | 193k | 31.91 |
| 2025-06-30 | $5.8M | 197k | 29.21 |
| 2025-03-31 | $5.1M | 204k | 25.04 |
| 2024-12-31 | $5.5M | 197k | 27.87 |
| 2024-09-30 | $5.2M | 50k | 104.18 |
| 2024-06-30 | $5.0M | 50k | 100.95 |
| 2024-03-31 | $4.6M | 50k | 92.72 |
| 2023-12-31 | $4.0M | 48k | 83.37 |
| 2023-09-30 | $3.5M | 49k | 72.72 |
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