Bartlett & Co Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.44M | Hold |
67,571
| – | – | 0.03% | 198 |
|
|
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
AA
Bartlett & Co Wealth Management's SCHA Position: Q2 2026 in Review
Bartlett & Co Wealth Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 67,571 shares worth $2.44M. The position accounts for 0.03% of the portfolio, ranked #198.
Bartlett & Co Wealth Management first reported a position in SCHA in Q1 2018 and has held it in 34 quarters since. The position peaked at $3.03M in Q3 2025. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.
- Bartlett & Co Wealth Management held 67,571 shares of Schwab U.S Small- Cap ETF worth $2.44M as of Q2 2026.
- Bartlett & Co Wealth Management left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
- Schwab U.S Small- Cap ETF made up 0.03% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #198 holding.
- Bartlett & Co Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2018 and has held it in 34 quarters since.
- Bartlett & Co Wealth Management's Schwab U.S Small- Cap ETF position peaked at $3.03M in Q3 2025.
- 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.