Schwab Charles Corp

BARTLETT & CO. WEALTH MANAGEMENT LLC SCHW

Report date

12/31/2025

Quarter

2025 Q4

Filed

1/22/2026

Shares

21,541

Value ($000)

2,152

Weight

0.0%

2018 Q1 - 2025 Q4 (32 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	1/22/2026	2,152	0.0%	21,541	12/31/2025
2025 Q3	10/9/2025	2,084	0.0%	21,834	9/30/2025
2025 Q2	7/18/2025	1,980	0.0%	21,698	6/30/2025
2025 Q1	4/24/2025	1,910	0.0%	24,398	3/31/2025
2024 Q4	1/17/2025	1,780	0.0%	24,051	12/31/2024
2024 Q3	10/17/2024	1,610	0.0%	24,844	9/30/2024
2024 Q2	7/12/2024	1,942	0.0%	26,355	6/30/2024
2024 Q1	5/9/2024	2,012	0.0%	27,817	3/31/2024
2023 Q4	2/14/2024	2,076	0.0%	29,854	12/31/2023
2023 Q3	2/14/2024	1,608	0.0%	29,297	9/30/2023
2023 Q2	2/14/2024	1,660	0.0%	29,296	6/30/2023
2023 Q1	2/14/2024	1,583	0.0%	30,221	3/31/2023
2022 Q4	2/14/2024	2,579	0.1%	30,976	12/31/2022
2022 Q3	2/14/2024	2,253	0.0%	31,352	9/30/2022
2022 Q2	2/14/2024	2,002	0.0%	31,681	6/30/2022
2022 Q1	2/14/2024	2,649	0.0%	31,417	3/31/2022
2021 Q4	2/14/2024	2,640	0.0%	31,389	12/31/2021
2021 Q3	2/14/2024	2,267	0.0%	31,128	9/30/2021
2021 Q2	2/14/2024	2,270	0.0%	31,181	6/30/2021
2021 Q1	2/14/2024	2,073	0.0%	31,805	3/31/2021
2020 Q4	2/13/2024	2,349	0.1%	44,283	12/31/2020
2020 Q3	2/13/2024	1,735	0.0%	47,896	9/30/2020
2020 Q2	2/13/2024	1,913	0.0%	56,700	6/30/2020
2020 Q1	2/13/2024	3,657	0.1%	108,766	3/31/2020
2019 Q4	2/13/2024	5,568	0.1%	117,076	12/31/2019
2019 Q3	2/13/2024	12,846	0.3%	307,097	9/30/2019
2019 Q2	2/13/2024	1,412	0.1%	35,126	6/30/2019
2019 Q1	2/13/2024	1,555	0.1%	36,376	3/31/2019
2018 Q4	2/13/2024	1,519	0.1%	36,576	12/31/2018
2018 Q3	2/13/2024	1,796	0.1%	36,536	9/30/2018
2018 Q2	2/13/2024	1,854	0.1%	36,286	6/30/2018
2018 Q1	2/13/2024	1,846	0.1%	35,346	3/31/2018