BARTLETT & CO. WEALTH MANAGEMENT LLC's ownership history for SCHD


BARTLETT & CO. WEALTH MANAGEMENT LLC currently holds 28.4K shares with a market value of $776.1K. It started holding SCHD on 2024-09-30. At its peak, it held 31.3K shares on 2024-12-31. Its highest holding value was $940.8K on 2024-09-30. At its lowest, it held 11.1K shares on 2024-09-30, with a value of $769.6K on 2025-06-30. In the recent 180 days, BARTLETT & CO. WEALTH MANAGEMENT LLC has decreased its shares by 793. In the recent year, BARTLETT & CO. WEALTH MANAGEMENT LLC has increased its shares by 17.3K.


BARTLETT & CO. WEALTH MANAGEMENT LLC's ownership history for SCHD