A detailed history of Bartlett & Co. Wealth Management LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 55,009 shares of SCHA stock, worth $1.53 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
55,009
Previous 55,049 0.07%
Holding current value
$1.53 Million
Previous $2.62 Billion 8.09%
% of portfolio
0.04%
Previous 0.04%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

SELL
$46.9 - $51.96 $1,876 - $2,078
-40 Reduced 0.07%
55,009 $2.83 Billion
Q2 2024

Jul 12, 2024

BUY
$45.24 - $49.04 $5,202 - $5,639
115 Added 0.21%
55,049 $2.62 Billion
Q1 2024

May 09, 2024

BUY
$44.84 - $49.24 $51,117 - $56,133
1,140 Added 2.12%
54,934 $2.7 Billion
Q4 2023

Feb 14, 2024

SELL
$38.13 - $48.02 $1,525 - $1,920
-40 Reduced 0.07%
53,794 $2.58 Billion
Q2 2023

Feb 14, 2024

BUY
$39.91 - $43.82 $15,165 - $16,651
380 Added 0.71%
53,834 $2.36 Billion
Q1 2023

Feb 14, 2024

SELL
$39.82 - $46.36 $41,811 - $48,678
-1,050 Reduced 1.93%
53,454 $2.24 Billion
Q4 2022

Feb 14, 2024

BUY
$38.25 - $43.54 $27,769 - $31,610
726 Added 1.35%
54,504 $2.21 Billion
Q3 2022

Feb 14, 2024

BUY
$37.65 - $45.9 $211,818 - $258,233
5,626 Added 11.68%
53,778 $2.03 Billion
Q1 2022

Feb 14, 2024

BUY
$44.42 - $51.73 $1.06 Million - $1.23 Million
23,848 Added 98.12%
48,152 $2.28 Billion
Q4 2021

Feb 14, 2024

SELL
$48.64 - $55.07 $14,592 - $16,521
-300 Reduced 1.22%
24,304 $2.49 Billion
Q3 2021

Feb 13, 2024

SELL
$48.3 - $52.49 $8,452 - $9,185
-175 Reduced 0.71%
24,604 $2.46 Billion
Q2 2021

Feb 13, 2024

SELL
$48.39 - $52.91 $20,468 - $22,380
-423 Reduced 1.68%
24,779 $2.58 Billion
Q1 2021

Feb 13, 2024

SELL
$43.89 - $52.63 $34,102 - $40,893
-777 Reduced 2.99%
25,202 $2.51 Billion
Q4 2020

Feb 13, 2024

SELL
$34.66 - $45.17 $43,602 - $56,823
-1,258 Reduced 4.62%
25,979 $2.31 Billion
Q3 2020

Feb 13, 2024

SELL
$32.09 - $36.38 $42,711 - $48,421
-1,331 Reduced 4.66%
27,237 $1.86 Billion
Q2 2020

Feb 13, 2024

SELL
$23.59 - $35.22 $28,308 - $42,264
-1,200 Reduced 4.03%
28,568 $1.87 Billion
Q1 2020

Feb 13, 2024

SELL
$22.29 - $38.7 $38,829 - $67,415
-1,742 Reduced 5.53%
29,768 $1.53 Billion
Q4 2019

Feb 13, 2024

SELL
$33.63 - $38.03 $31,107 - $35,177
-925 Reduced 2.85%
31,510 $2.38 Billion
Q3 2019

Feb 13, 2024

SELL
$34.78 - $36.12 $34,223 - $35,542
-984 Reduced 2.94%
32,435 $2.26 Billion
Q2 2019

Feb 13, 2024

SELL
N/A
-475 Reduced 1.4%
33,419 $2.4 Billion
Q1 2019

Feb 13, 2024

BUY
N/A
182 Added 0.54%
33,894 $2.37 Billion
Q4 2018

Feb 13, 2024

BUY
N/A
4,535 Added 15.54%
33,712 $2.05 Billion
Q2 2018

Feb 13, 2024

BUY
N/A
678 Added 2.38%
29,177 $2.15 Billion
Q1 2018

Feb 13, 2024

BUY
N/A
28,499 New
28,499 $1.97 Billion

Others Institutions Holding SCHA

About SCHWAB STRATEGIC TR US SMALL-C


  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.