Schwab Strategic Tr us lrg cap etf shares owned by Bartlett & Co. Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Bartlett & Co. Wealth Management
from 13F filings
Historical chart of Bartlett & Co. Wealth Management 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. Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.1M | 269k | 26.34 |
| 2025-06-30 | $6.8M | 279k | 24.44 |
| 2025-03-31 | $6.9M | 310k | 22.08 |
| 2024-12-31 | $6.6M | 287k | 23.18 |
| 2024-09-30 | $6.5M | 95k | 67.85 |
| 2024-06-30 | $6.1M | 95k | 64.46 |
| 2024-03-31 | $5.9M | 95k | 62.06 |
| 2023-12-31 | $5.1M | 90k | 56.60 |
| 2023-09-30 | $4.7M | 92k | 50.60 |
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