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

Bartlett & Co. Wealth Management LLC

$7.34 Billion
Q3 2025

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 269,383 shares of SCHX stock, worth $7.15 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

269,383

Previous 278,875 3.4%

Holding current value

$7.15 Million

Previous $6.82 Billion 99.9%

% of portfolio

0.1%

Previous 0.1%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	SELL	$24.46 - $26.5 $232,174 - $251,538	-9,492 Reduced 3.4%	269,383 $7.1 Million
Q2 2025 Jul 18, 2025	SELL	$19.6 - $24.44 $617,439 - $769,908	-31,502 Reduced 10.15%	278,875 $6.82 Billion
Q1 2025 Apr 24, 2025	BUY	$21.75 - $24.28 $514,866 - $574,756	23,672 Added 8.26%	310,377 $6.85 Billion
Q4 2024 Jan 17, 2025	BUY	$22.4 - $68.28 $4.29 Million - $13.1 Million	191,372 Added 200.74%	286,705 $6.65 Billion
Q3 2024 Oct 17, 2024	BUY	$61.11 - $67.85 $38,193 - $42,406	625 Added 0.66%	95,333 $6.47 Billion

Q1 2024 May 09, 2024	BUY	$55.41 - $62.08 $272,118 - $304,874	4,911 Added 5.47%	94,708 $5.88 Billion
Q4 2023 Feb 14, 2024	SELL	$48.47 - $56.6 $107,457 - $125,482	-2,217 Reduced 2.41%	89,797 $5.08 Billion
Q3 2023 Feb 14, 2024	BUY	$50.36 - $54.21 $15,611 - $16,805	310 Added 0.34%	92,014 $4.66 Billion
Q2 2023 Feb 14, 2024	BUY	$47.67 - $52.37 $236,300 - $259,598	4,957 Added 5.71%	91,704 $4.8 Billion
Q1 2023 Feb 14, 2024	SELL	$44.78 - $49.41 $111,950 - $123,524	-2,500 Reduced 2.8%	86,747 $4.2 Billion
Q4 2022 Feb 14, 2024	BUY	$42.25 - $48.16 $78,754 - $89,770	1,864 Added 2.13%	89,247 $4.03 Billion
Q3 2022 Feb 14, 2024	SELL	$42.35 - $51.01 $47,982 - $57,794	-1,133 Reduced 1.28%	87,383 $3.7 Billion
Q2 2022 Feb 14, 2024	SELL	$43.35 - $54.51 $573,260 - $720,840	-13,224 Reduced 13.0%	88,516 $3.95 Billion
Q1 2022 Feb 14, 2024	BUY	$49.51 - $57.27 $2.86 Million - $3.31 Million	57,827 Added 131.69%	101,740 $5.48 Billion
Q4 2021 Feb 14, 2024	SELL	$51.9 - $57.29 $31,607 - $34,889	-609 Reduced 1.37%	43,913 $5 Billion
Q3 2021 Feb 13, 2024	SELL	$51.52 - $54.94 $20,298 - $21,646	-394 Reduced 0.88%	44,522 $4.63 Billion
Q2 2021 Feb 13, 2024	SELL	$48.62 - $52.01 $111,826 - $119,623	-2,300 Reduced 4.87%	44,916 $4.67 Billion
Q1 2021 Feb 13, 2024	SELL	$44.9 - $48.34 $219,201 - $235,995	-4,882 Reduced 9.37%	47,216 $4.53 Billion
Q4 2020 Feb 13, 2024	SELL	$39.35 - $45.48 $26,364 - $30,471	-670 Reduced 1.27%	52,098 $4.74 Billion
Q3 2020 Feb 13, 2024	BUY	$37.26 - $43.03 $31,671 - $36,575	850 Added 1.64%	52,768 $4.25 Billion
Q2 2020 Feb 13, 2024	SELL	$29.25 - $38.76 $819 - $1,085	-28 Reduced 0.05%	51,918 $3.85 Billion
Q1 2020 Feb 13, 2024	SELL	$26.61 - $40.52 $58,542 - $89,144	-2,200 Reduced 4.06%	51,946 $3.18 Billion
Q4 2019 Feb 13, 2024	SELL	$34.42 - $38.54 $26,709 - $29,907	-776 Reduced 1.41%	54,146 $4.16 Billion
Q3 2019 Feb 13, 2024	SELL	$35.28 - $36.01 $252,216 - $257,435	-7,149 Reduced 11.52%	54,922 $3.9 Billion
Q2 2019 Feb 13, 2024	BUY	N/A	3,360 Added 5.72%	62,071 $4.38 Billion
Q1 2019 Feb 13, 2024	BUY	N/A	105 Added 0.18%	58,711 $3.97 Billion
Q4 2018 Feb 13, 2024	BUY	N/A	330 Added 0.57%	58,606 $3.5 Billion
Q3 2018 Feb 13, 2024	BUY	N/A	1,385 Added 2.43%	58,276 $4.05 Billion
Q2 2018 Feb 13, 2024	BUY	N/A	175 Added 0.31%	56,891 $3.7 Billion
Q1 2018 Feb 13, 2024	BUY	N/A	56,716 New	56,716 $3.58 Billion

Others Institutions Holding SCHX

# of Institutions

1,631

Shares Held

1.14B

Call Options Held

64.2K

Put Options Held

12K

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