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Bartlett & Co Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bartlett & Co Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.2M Sell
67,571
-11
-0% -$330 0.03% 201
2025
Q4 		$1.92M Sell
67,582
-41,086
-38% -$1.16M 0.03% 209
2025
Q3 		$3.03M Buy
108,668
+166
+0.2% +$4.44K 0.04% 168
2025
Q2 		$2.75M Sell
108,502
-13,351
-11% -$316K 0.04% 169
2025
Q1 		$2.86M Buy
121,853
+11,955
+11% +$305K 0.04% 166
2024
Q4 		$2.84M Sell
109,898
-120
-0.1% -$3.19K 0.04% 168
2024
Q3 		$2.83M Sell
110,018
-80
-0.1% -$1.99K 0.04% 166
2024
Q2 		$2.62M Buy
110,098
+230
+0.2% +$5.45K 0.04% 170
2024
Q1 		$2.7M Buy
109,868
+2,280
+2% +$53.4K 0.04% 174
2023
Q4 		$2.58M Sell
107,588
-80
-0.1% -$1.69K 0.04% 183
2023
Q3 		$2.23M Hold
107,668
– – 0.04% 186
2023
Q2 		$2.36M Buy
107,668
+760
+0.7% +$15.8K 0.04% 182
2023
Q1 		$2.24M Sell
106,908
-2,100
-2% -$45.1K 0.04% 171
2022
Q4 		$2.21M Buy
109,008
+1,452
+1% +$29.8K 0.04% 175
2022
Q3 		$2.03M Buy
107,556
+11,252
+12% +$235K 0.04% 169
2022
Q2 		$1.88M Hold
96,304
– – 0.04% 173
2022
Q1 		$2.28M Sell
96,304
-912
-0.9% -$21.5K 0.04% 172
2021
Q4 		$2.49M Sell
97,216
-1,200
-1% -$31K 0.04% 169
2021
Q3 		$2.46M Sell
98,416
-700
-0.7% -$17.8K 0.05% 160
2021
Q2 		$2.58M Sell
99,116
-1,692
-2% -$43.3K 0.05% 158
2021
Q1 		$2.51M Sell
100,808
-3,108
-3% -$76.4K 0.05% 156
2020
Q4 		$2.31M Sell
103,916
-5,032
-5% -$100K 0.05% 156
2020
Q3 		$1.86M Sell
108,948
-5,324
-5% -$91.7K 0.04% 159
2020
Q2 		$1.87M Sell
114,272
-4,800
-4% -$71.9K 0.05% 160
2020
Q1 		$1.53M Sell
119,072
-6,968
-6% -$118K 0.05% 169
2019
Q4 		$2.38M Sell
126,040
-3,700
-3% -$67K 0.06% 162
2019
Q3 		$2.26M Sell
129,740
-3,936
-3% -$69.5K 0.06% 160
2019
Q2 		$2.4M Sell
133,676
-1,900
-1% -$33.6K 0.09% 122
2019
Q1 		$2.37M Buy
135,576
+728
+0.5% +$12.5K 0.09% 119
2018
Q4 		$2.05M Buy
134,848
+18,140
+16% +$307K 0.09% 125
2018
Q3 		$2.22M Hold
116,708
– – 0.08% 123
2018
Q2 		$2.15M Buy
116,708
+2,712
+2% +$49.1K 0.09% 122
2018
Q1 		$1.97M Buy
+113,996
New +$2.01M 0.08% 123

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Bartlett & Co Wealth Management's SCHA Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.02% in Q1 2026, selling an estimated $330 and leaving 67,571 shares worth $2.2M. The position accounts for 0.03% of the portfolio, ranked #201.

Bartlett & Co Wealth Management first reported a position in SCHA in Q1 2018 and has held it in 33 quarters since. The position peaked at $3.03M in Q3 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Bartlett & Co Wealth Management held 67,571 shares of Schwab U.S Small- Cap ETF worth $2.2M as of Q1 2026.
  • Bartlett & Co Wealth Management sold 11 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $330.
  • Schwab U.S Small- Cap ETF made up 0.03% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #201 holding.
  • Bartlett & Co Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2018 and has held it in 33 quarters since.
  • Bartlett & Co Wealth Management's Schwab U.S Small- Cap ETF position peaked at $3.03M in Q3 2025.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.