Bartlett & Co. Wealth Management LLC Schwab Strategic Tr 5 10 Yr 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 5 10 Yr C stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 4,905 shares of SCHI stock, worth $112,422. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,905
Previous 4,504 8.9%
Holding current value
$112,422
Previous $103 Million 99.89%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
$22.45 - $23.2 $9,002 - $9,303
401 Added 8.9%
4,905 $113,000
Q2 2025

Jul 18, 2025
SELL
$21.85 - $22.76 $473,992 - $493,732
-21,693 Reduced 82.81%
4,504 $103 Million
Q1 2025

Apr 24, 2025
BUY
$21.77 - $22.56 $570,308 - $591,004
26,197 New
26,197 $588 Million

Others Institutions Holding SCHI

# of Institutions
250
Shares Held
52.2M
Call Options Held
0
Put Options Held
9K
View Full List

About SCHWAB STRATEGIC TR 5 -10 YR C

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