Bartlett & Co. LLC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bartlett & Co. LLC on SCHB, newest first. How the timeline and the estimate are built.

Bartlett & Co. LLC held 372,024 SCHB shares at 2023-12-31 per its 13F-HR filed 2024-01-08.

the latest 13F is the newest step

period ended2023-12-31
13F 372,024 shares
Change vs previous 13F -54,545 shares
0.34% of the 13F portfolio, value $20,800,000.
13F-HR 0001550075-24-000001 filed by Bartlett & Co. LLC
Filed 2024-01-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-09-30
13F 426,569 shares
Change vs previous 13F -12,872 shares
0.38% of the 13F portfolio, value $21,264,000.
13F-HR 0001550075-23-000004 filed by Bartlett & Co. LLC
Filed 2023-10-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-06-30
13F 439,441 shares
Change vs previous 13F -6,268 shares
0.39% of the 13F portfolio, value $22,719,000.
13F-HR 0001550075-23-000003 filed by Bartlett & Co. LLC
Filed 2023-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-03-31
13F 445,709 shares
Change vs previous 13F +1,046 shares
0.41% of the 13F portfolio, value $21,327,000.
13F-HR 0001550075-23-000002 filed by Bartlett & Co. LLC
Filed 2023-04-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-12-31
13F 444,663 shares
Change vs previous 13F -4,055 shares
0.4% of the 13F portfolio, value $19,925,000.
13F-HR 0001550075-23-000001 filed by Bartlett & Co. LLC
Filed 2023-01-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-09-30
13F 448,718 shares
Change vs previous 13F +853 shares
0.41% of the 13F portfolio, value $18,842,000.
13F-HR 0001550075-22-000007 filed by Bartlett & Co. LLC
Filed 2022-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-06-30
13F 447,865 shares
Change vs previous 13F +26,501 shares
0.4% of the 13F portfolio, value $19,791,000.
13F-HR 0001550075-22-000006 filed by Bartlett & Co. LLC
Filed 2022-08-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-03-31
13F 421,364 shares
Change vs previous 13F not available
0.39% of the 13F portfolio, value $22,497,000.
13F-HR 0001550075-22-000004 filed by Bartlett & Co. LLC
Filed 2022-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).