Schwab Strategic Tr us lrg cap etf shares owned by Bartlett & Co.
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Bartlett & Co.
from 13F filings
Historical chart of Bartlett & Co. investment in Schwab Strategic Tr us lrg cap etf
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Bartlett & Co.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.1M | 90k | 56.61 |
| 2023-09-30 | $4.7M | 92k | 50.60 |
| 2023-06-30 | $4.8M | 92k | 52.38 |
| 2023-03-31 | $4.2M | 87k | 48.37 |
| 2022-12-31 | $4.0M | 89k | 45.16 |
| 2022-09-30 | $3.7M | 87k | 42.35 |
| 2022-06-30 | $4.0M | 89k | 44.66 |
| 2022-03-31 | $5.5M | 102k | 53.85 |
| 2021-12-31 | $5.0M | 44k | 113.84 |
| 2021-09-30 | $4.6M | 45k | 104.04 |
| 2021-06-30 | $4.7M | 45k | 103.97 |
| 2021-03-31 | $4.5M | 47k | 96.03 |
| 2020-12-31 | $4.7M | 52k | 90.94 |
| 2020-09-30 | $4.3M | 53k | 80.64 |
| 2020-06-30 | $3.8M | 52k | 74.10 |
| 2020-03-31 | $3.2M | 52k | 61.26 |
| 2019-09-30 | $3.9M | 55k | 70.94 |
| 2019-06-30 | $4.4M | 62k | 70.19 |
| 2019-03-31 | $4.0M | 59k | 67.60 |
| 2018-12-31 | $3.5M | 59k | 59.70 |
| 2018-09-30 | $4.1M | 58k | 69.57 |
| 2018-06-30 | $3.7M | 57k | 64.98 |
| 2018-03-31 | $3.6M | 57k | 63.09 |
| 2017-12-31 | $3.6M | 57k | 63.78 |
| 2017-09-30 | $3.7M | 61k | 60.03 |
| 2017-06-30 | $3.7M | 64k | 57.77 |
| 2017-03-31 | $3.5M | 62k | 56.27 |
| 2016-12-31 | $3.4M | 64k | 53.27 |
| 2016-09-30 | $3.2M | 62k | 51.62 |
| 2016-06-30 | $3.3M | 66k | 49.77 |
| 2016-03-31 | $3.2M | 65k | 48.85 |
| 2015-12-31 | $3.2M | 66k | 48.58 |
| 2015-09-30 | $2.9M | 63k | 45.77 |
| 2015-06-30 | $3.1M | 62k | 49.31 |
| 2015-03-31 | $3.0M | 61k | 49.57 |
| 2014-12-31 | $2.9M | 60k | 49.05 |
| 2014-09-30 | $2.8M | 59k | 46.99 |
| 2014-06-30 | $701k | 15k | 46.86 |
| 2014-03-31 | $640k | 14k | 44.72 |
| 2013-12-31 | $15k | 350 | 42.86 |
| 2013-09-30 | $14k | 350 | 40.00 |
| 2013-06-30 | $13k | 350 | 37.14 |
| 2013-03-31 | $13k | 350 | 37.14 |
| 2012-12-31 | $12k | 350 | 34.29 |
| 2012-09-30 | $12k | 350 | 34.29 |
| 2012-03-31 | $12k | 350 | 34.29 |
| 2010-06-30 | $11k | 350 | 31.43 |
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