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Schwab Strategic Tr shares owned by Bartlett & Co. Wealth Management

Quarter-by-quarter ownership of Schwab Strategic Tr (SCYB) shares owned by Bartlett & Co. Wealth Management from 13F filings

Historical chart of Bartlett & Co. Wealth Management investment in Schwab Strategic Tr

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All positions including Schwab Strategic Tr held by Bartlett & Co. Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Bartlett & Co. Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0k 38 26.74

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Vanguard S&P 500 ETF Ex Trd Eq Fd (VOO)
Berkshire Hathaway (BRK.B)
Amazon (AMZN)
MasterCard Incorporated (MA)
Procter & Gamble Company (PG)
TJX Companies (TJX)
Abbott Laboratories (ABT)
Costco Wholesale Corporation (COST)
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iShares Core MSCI EAFE ETF Ex Trd Eq Fd (IEFA)

View all positions for Bartlett & Co. Wealth Management

Top funds holding Schwab Strategic Tr

Toroso Investments
Charles Schwab Trust
Dahring | Cusmano
Strategic Financial Planning
L2 Asset Management
Empowered Funds
Breakthru Advisory Services
CLS Investments
Jones Financial Companies, L.L
Mfg Wealth Management
Mma Asset Management
JT Stratford
Pensionmark Financial Group
Cetera Investment Advisers
Buckingham Strategic Partners

View all funds holding Schwab Strategic Tr