Schwab Strategic Tr us aggregate b shares owned by Bartlett & Co.
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Bartlett & Co.
from 13F filings
Historical chart of Bartlett & Co. investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Bartlett & Co.
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.7M | 57k | 46.70 |
| 2023-09-30 | $3.5M | 79k | 44.23 |
| 2023-06-30 | $3.8M | 82k | 46.16 |
| 2023-03-31 | $4.0M | 85k | 46.91 |
| 2022-12-31 | $4.0M | 87k | 45.65 |
| 2022-09-30 | $4.1M | 91k | 45.30 |
| 2022-06-30 | $4.6M | 96k | 47.87 |
| 2022-03-31 | $5.7M | 112k | 50.57 |
| 2021-12-31 | $6.4M | 118k | 53.90 |
| 2021-09-30 | $6.4M | 119k | 54.26 |
| 2021-06-30 | $6.6M | 121k | 54.60 |
| 2021-03-31 | $6.8M | 126k | 53.95 |
| 2020-12-31 | $7.0M | 126k | 56.03 |
| 2020-09-30 | $6.9M | 123k | 56.08 |
| 2020-06-30 | $6.0M | 106k | 56.24 |
| 2020-03-31 | $4.5M | 82k | 54.27 |
| 2019-09-30 | $4.9M | 90k | 53.85 |
| 2019-06-30 | $4.7M | 89k | 52.99 |
| 2019-03-31 | $4.4M | 85k | 51.88 |
| 2018-12-31 | $4.7M | 93k | 50.59 |
| 2018-09-30 | $5.0M | 100k | 50.25 |
| 2018-06-30 | $5.0M | 99k | 50.64 |
| 2018-03-31 | $5.8M | 115k | 51.02 |
| 2017-12-31 | $6.1M | 117k | 52.04 |
| 2017-09-30 | $6.1M | 117k | 52.36 |
| 2017-06-30 | $6.1M | 116k | 52.25 |
| 2017-03-31 | $5.9M | 114k | 51.79 |
| 2016-12-31 | $5.8M | 112k | 51.50 |
| 2016-09-30 | $5.8M | 107k | 53.67 |
| 2016-06-30 | $5.4M | 100k | 53.72 |
| 2016-03-31 | $5.0M | 95k | 52.82 |
| 2015-12-31 | $5.0M | 97k | 51.50 |
| 2015-09-30 | $4.6M | 88k | 52.14 |
| 2015-06-30 | $4.4M | 86k | 51.73 |
| 2015-03-31 | $3.8M | 72k | 52.92 |
| 2014-12-31 | $3.1M | 59k | 52.37 |
| 2014-09-30 | $1.8M | 35k | 51.78 |
| 2014-06-30 | $1.5M | 29k | 51.89 |
| 2014-03-31 | $1.3M | 26k | 51.12 |
| 2013-12-31 | $1.0M | 20k | 50.31 |
| 2013-09-30 | $404k | 8.0k | 50.82 |
| 2013-06-30 | $322k | 6.4k | 50.51 |
| 2013-03-31 | $337k | 6.5k | 52.25 |
| 2012-12-31 | $86k | 1.7k | 52.12 |
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