Bartlett & Co. Wealth Management LLC
- SEC CIK
- 0002010186
- Latest filing
- Jul 24, 2026
SCHW.PD holding history
Schwab Charles Corp in every 13F filed by Bartlett & Co. Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
SCHW.PD overviewAll 13F holders of SCHW.PDFull Q2 2026 holdings
- Shares (Q1 2024)
- 0
- Sold out in Q1 2024
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 6
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 0 | $0 | 0.0% | −405−100.0% | Sold out | Holders |
| Q4 2023 | 405 | $10.2K | <0.1% | +405 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −8,705−100.0% | Sold out | Holders |
| Q4 2022 | 8,705 | $205.4K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2022 | 8,705 | $213.9K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2022 | 8,705 | $217.2K | <0.1% | −2,850−24.7% | Reduced | Holders |
| Q1 2022 | 11,555 | $292.5K | <0.1% | 00.0% | Unchanged | Holders |
| Q4 2021 | 11,555 | $294.4K | <0.1% | +11,555 | New | Holders |