Bartlett & Co. Wealth Management LLC Schwab Strategic Tr Intl Small Transaction History

Bartlett & Co. Wealth Management LLC

  • $6.97 Trillion
  • Q3 2024

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 2,590 shares of SCHC stock, worth $89,044. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,590
Previous 2,590 -0.0%
Holding current value
$89,044
Previous $92.4 Million 7.96%
% of portfolio
0.0%
Previous 0.0%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024
SELL
$34.12 - $36.71 $2,047 - $2,202
-60 Reduced 2.26%
2,590 $92.4 Million
Q4 2023

Feb 14, 2024
SELL
$30.0 - $35.05 $10,620 - $12,407
-354 Reduced 11.78%
2,650 $92.5 Million
Q3 2023

Feb 14, 2024
SELL
$32.0 - $35.51 $1,088 - $1,207
-34 Reduced 1.12%
3,004 $96.9 Million
Q2 2023

Feb 14, 2024
SELL
$32.67 - $34.58 $6,043 - $6,397
-185 Reduced 5.74%
3,038 $103 Million
Q4 2022

Feb 14, 2024
BUY
$27.31 - $32.98 $9,667 - $11,674
354 Added 12.34%
3,223 $101 Million
Q3 2022

Feb 14, 2024
BUY
$27.46 - $34.27 $247 - $308
9 Added 0.31%
2,869 $79.6 Million
Q1 2022

Feb 14, 2024
SELL
$34.89 - $41.24 $697 - $824
-20 Reduced 0.69%
2,860 $109 Million
Q3 2021

Feb 13, 2024
SELL
$40.41 - $44.08 $12,729 - $13,885
-315 Reduced 9.86%
2,880 $120 Million
Q1 2021

Feb 13, 2024
SELL
$37.4 - $40.42 $22,440 - $24,252
-600 Reduced 15.81%
3,195 $126 Million
Q2 2020

Feb 13, 2024
SELL
$23.02 - $31.17 $3,337 - $4,519
-145 Reduced 3.68%
3,795 $112 Million
Q4 2019

Feb 13, 2024
SELL
$31.2 - $34.65 $6,396 - $7,103
-205 Reduced 4.95%
3,940 $137 Million
Q3 2019

Feb 13, 2024
SELL
$31.72 - $32.37 $39,332 - $40,138
-1,240 Reduced 23.03%
4,145 $132 Million
Q2 2019

Feb 13, 2024
SELL
N/A
-4,545 Reduced 45.77%
5,385 $177 Million
Q1 2019

Feb 13, 2024
SELL
N/A
-70,057 Reduced 87.59%
9,930 $320 Million
Q4 2018

Feb 13, 2024
BUY
N/A
69,415 Added 656.59%
79,987 $2.33 Billion
Q3 2018

Feb 13, 2024
SELL
N/A
-875 Reduced 7.64%
10,572 $377 Million
Q1 2018

Feb 13, 2024
BUY
N/A
11,447 New
11,447 $418 Million

Others Institutions Holding SCHC

# of Institutions
423
Shares Held
45.7M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

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