Bartlett & Co. Wealth Management LLC Schwab Strategic Tr 1000 Index Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.79 Trillion
  • Q1 2025

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Schwab Strategic Tr 1000 Index stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 3,265 shares of SCHK stock, worth $87,240. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,265
Previous 3,255 0.31%
Holding current value
$87,240
Previous $92.2 Million 4.62%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$26.53 - $29.63 $265 - $296
10 Added 0.31%
3,265 $87.9 Million
Q4 2024

Jan 17, 2025
BUY
$27.45 - $55.56 $44,798 - $90,673
1,632 Added 100.55%
3,255 $92.2 Million
Q3 2024

Oct 17, 2024
BUY
$49.82 - $55.29 $80,857 - $89,735
1,623 New
1,623 $89.7 Million

Others Institutions Holding SCHK

# of Institutions
205
Shares Held
70.1M
Call Options Held
3.9K
Put Options Held
6.9K
View Full List

About SCHWAB STRATEGIC TR 1000 INDEX

SCHK Quotes by TradingView
  • Ticker SCHK
  • Sector ETFs
  • Industry ETFs
More about SCHK
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