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Schwab U S Large Cap Growth ETF shares owned by Bartlett & Co. Wealth Management

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Bartlett & Co. Wealth Management from 13F filings

Historical chart of Bartlett & Co. Wealth Management investment in Schwab U S Large Cap Growth ETF

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All positions including Schwab U S Large Cap Growth ETF held by Bartlett & Co. Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Large Cap Growth ETF by Bartlett & Co. Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.6M 50k 92.72
2023-12-31 $4.0M 48k 83.37
2023-09-30 $3.5M 49k 72.72

More positions owned by Bartlett & Co. Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Inc Class C cs (GOOG)
Procter & Gamble Company (PG)
Berkshire Hathaway (BRK.B)
JPMorgan Chase & Co. (JPM)
MasterCard Incorporated (MA)
Lowe's Companies (LOW)
Amazon (AMZN)
Abbott Laboratories (ABT)
TJX Companies (TJX)
Costco Wholesale Corporation (COST)
Vanguard S&P 500 ETF Ex Trd Eq Fd (VOO)
Pepsi (PEP)
Amgen (AMGN)

View all positions for Bartlett & Co. Wealth Management

Top funds holding Schwab U S Large Cap Growth ETF

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Raymond James Financial Services Advisors
LPL Financial
Ameriprise Financial
Fund Evaluation Group
Morgan Stanley
McAdam
CWM
Cetera Investment Advisers

View all funds holding Schwab U S Large Cap Growth ETF