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Bartlett & Co Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Bartlett & Co Wealth Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$20.1M Sell
725,195
-1,641
-0.2% -$43.1K 0.26% 74
2025
Q4 		$19.1M Sell
726,836
-318,721
-30% -$8.3M 0.25% 74
2025
Q3 		$26.9M Sell
1,045,557
-440
-0% -$10.9K 0.36% 63
2025
Q2 		$24.9M Sell
1,045,997
-7,096
-0.7% -$156K 0.35% 62
2025
Q1 		$22.7M Sell
1,053,093
-26,343
-2% -$599K 0.33% 64
2024
Q4 		$24.5M Sell
1,079,436
-1,554
-0.1% -$35.5K 0.36% 61
2024
Q3 		$24M Sell
1,080,990
-6,906
-0.6% -$147K 0.34% 63
2024
Q2 		$22.9M Sell
1,087,896
-30,450
-3% -$617K 0.35% 62
2024
Q1 		$22.8M Buy
1,118,346
+2,274
+0.2% +$44K 0.35% 63
2023
Q4 		$20.8M Sell
1,116,072
-163,635
-13% -$2.83M 0.34% 64
2023
Q3 		$21.3M Sell
1,279,707
-38,616
-3% -$668K 0.38% 63
2023
Q2 		$22.7M Sell
1,318,323
-18,804
-1% -$307K 0.39% 63
2023
Q1 		$21.3M Buy
1,337,127
+3,138
+0.2% +$49.1K 0.41% 61
2022
Q4 		$19.9M Sell
1,333,989
-12,165
-0.9% -$183K 0.4% 65
2022
Q3 		$18.8M Buy
1,346,154
+2,559
+0.2% +$39.8K 0.41% 64
2022
Q2 		$19.8M Buy
1,343,595
+79,503
+6% +$1.28M 0.4% 63
2022
Q1 		$22.5M Sell
1,264,092
-74,418
-6% -$1.31M 0.39% 67
2021
Q4 		$25.2M Sell
1,338,510
-2,904
-0.2% -$53.4K 0.43% 66
2021
Q3 		$23.2M Sell
1,341,414
-18,612
-1% -$331K 0.44% 65
2021
Q2 		$23.6M Sell
1,360,026
-29,400
-2% -$498K 0.45% 63
2021
Q1 		$22.4M Sell
1,389,426
-40,788
-3% -$643K 0.45% 64
2020
Q4 		$21.7M Sell
1,430,214
-11,796
-0.8% -$168K 0.46% 65
2020
Q3 		$19.1M Sell
1,442,010
-17,310
-1% -$228K 0.45% 64
2020
Q2 		$17.9M Buy
1,459,320
+18,828
+1% +$217K 0.47% 61
2020
Q1 		$14.5M Buy
1,440,492
+31,734
+2% +$384K 0.44% 64
2019
Q4 		$18.1M Sell
1,408,758
-4,290
-0.3% -$52.6K 0.44% 66
2019
Q3 		$16.7M Sell
1,413,048
-8,514
-0.6% -$101K 0.44% 67
2019
Q2 		$16.8M Buy
1,421,562
+11,832
+0.8% +$137K 0.63% 56
2019
Q1 		$16M Buy
1,409,730
+49,020
+4% +$535K 0.61% 54
2018
Q4 		$13.6M Buy
1,360,710
+187,320
+16% +$2.03M 0.58% 55
2018
Q3 		$13.8M Buy
1,173,390
+14,070
+1% +$162K 0.52% 59
2018
Q2 		$12.8M Sell
1,159,320
-17,460
-1% -$191K 0.52% 60
2018
Q1 		$12.5M Buy
+1,176,780
New +$12.9M 0.52% 60

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Bartlett & Co Wealth Management reduced its Schwab US Broad Market ETF (SCHB) stake by 0.23% in Q1 2026, selling an estimated $43.1K and leaving 725,195 shares worth $20.1M. The position accounts for 0.26% of the portfolio, ranked #74.

Bartlett & Co Wealth Management first reported a position in SCHB in Q1 2018 and has held it in 33 quarters since. The position peaked at $26.9M in Q3 2025. 1,307 funds tracked by Wall St. Rank hold SCHB as of Q1 2026.

  • Bartlett & Co Wealth Management held 725,195 shares of Schwab US Broad Market ETF worth $20.1M as of Q1 2026.
  • Bartlett & Co Wealth Management sold 1,641 Schwab US Broad Market ETF shares in Q1 2026, an estimated $43.1K.
  • Schwab US Broad Market ETF made up 0.26% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #74 holding.
  • Bartlett & Co Wealth Management first reported a position in Schwab US Broad Market ETF in Q1 2018 and has held it in 33 quarters since.
  • Bartlett & Co Wealth Management's Schwab US Broad Market ETF position peaked at $26.9M in Q3 2025.
  • 1,307 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q1 2026.

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