Bartlett & Co. Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.5 Trillion
  • Q1 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 11,818 shares of SCHV stock, worth $874,059. This represents 0.01% of its overall portfolio holdings.

Number of Shares
11,818
Previous 12,247 3.5%
Holding current value
$874,059
Previous $860 Million 4.37%
% of portfolio
0.01%
Previous 0.01%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
SELL
$68.82 - $75.98 $29,523 - $32,595
-429 Reduced 3.5%
11,818 $898 Million
Q4 2023

Feb 14, 2024
BUY
$61.16 - $70.24 $357,969 - $411,114
5,853 Added 91.54%
12,247 $860 Million
Q3 2023

Feb 14, 2024
SELL
$64.45 - $69.39 $6,122 - $6,592
-95 Reduced 1.46%
6,394 $412 Million
Q2 2023

Feb 14, 2024
BUY
$63.33 - $67.21 $45,027 - $47,786
711 Added 12.31%
6,489 $435 Million
Q1 2023

Feb 14, 2024
SELL
$62.59 - $69.3 $2,816 - $3,118
-45 Reduced 0.77%
5,778 $379 Million
Q4 2022

Feb 14, 2024
BUY
$64.27 - $69.24 $37,533 - $40,436
584 Added 11.15%
5,823 $384 Million
Q3 2022

Feb 14, 2024
BUY
N/A
3 Added 0.06%
5,239 $307 Million
Q2 2022

Feb 14, 2024
BUY
N/A
5 Added 0.1%
5,236 $327 Million
Q1 2022

Feb 14, 2024
BUY
N/A
3 Added 0.06%
5,231 $373 Million
Q4 2021

Feb 14, 2024
SELL
N/A
-672 Reduced 11.39%
5,228 $383 Million
Q3 2021

Feb 13, 2024
SELL
N/A
-1,151 Reduced 16.32%
5,900 $398 Million
Q2 2021

Feb 13, 2024
SELL
N/A
-12 Reduced 0.17%
7,051 $482 Million
Q1 2021

Feb 13, 2024
BUY
N/A
2 Added 0.03%
7,063 $461 Million
Q4 2020

Feb 13, 2024
BUY
N/A
69 Added 0.99%
7,061 $420 Million
Q3 2020

Feb 13, 2024
BUY
N/A
48 Added 0.69%
6,992 $365 Million
Q2 2020

Feb 13, 2024
BUY
N/A
4 Added 0.06%
6,944 $348 Million
Q1 2020

Feb 13, 2024
SELL
N/A
-29,884 Reduced 81.15%
6,940 $307 Million
Q4 2019

Feb 13, 2024
SELL
N/A
-80 Reduced 0.22%
36,824 $2.21 Billion
Q3 2019

Feb 13, 2024
SELL
N/A
-987 Reduced 2.6%
36,904 $2.09 Billion
Q2 2019

Feb 13, 2024
BUY
N/A
55 Added 0.15%
37,891 $2.14 Billion
Q1 2019

Feb 13, 2024
BUY
N/A
3,381 Added 9.81%
37,836 $2.07 Billion
Q4 2018

Feb 13, 2024
BUY
N/A
1,009 Added 3.02%
34,455 $1.7 Billion
Q3 2018

Feb 13, 2024
BUY
N/A
4 Added 0.01%
33,446 $1.88 Billion
Q2 2018

Feb 13, 2024
BUY
N/A
208 Added 0.63%
33,442 $1.78 Billion
Q1 2018

Feb 13, 2024
BUY
N/A
33,234 New
33,234 $1.76 Billion

Others Institutions Holding SCHV

# of Institutions
787
Shares Held
102M
Call Options Held
9.1K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
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More about SCHV
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