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Bartlett & Co Wealth Management’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Bartlett & Co Wealth Management’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$128K Hold
2,590
– – ﹤0.01% 523
2025
Q4 		$118K Sell
2,590
-83
-3% -$3.76K ﹤0.01% 532
2025
Q3 		$122K Buy
2,673
+83
+3% +$3.65K ﹤0.01% 521
2025
Q2 		$110K Sell
2,590
-6,374
-71% -$247K ﹤0.01% 528
2025
Q1 		$322K Buy
8,964
+6,374
+246% +$228K ﹤0.01% 386
2024
Q4 		$88.9K Hold
2,590
– – ﹤0.01% 556
2024
Q3 		$99.8K Hold
2,590
– – ﹤0.01% 545
2024
Q2 		$92.4K Sell
2,590
-60
-2% -$2.14K ﹤0.01% 559
2024
Q1 		$94.9K Hold
2,650
– – ﹤0.01% 564
2023
Q4 		$92.5K Sell
2,650
-354
-12% -$11.5K ﹤0.01% 587
2023
Q3 		$96.9K Sell
3,004
-34
-1% -$1.15K ﹤0.01% 546
2023
Q2 		$103K Sell
3,038
-185
-6% -$6.26K ﹤0.01% 537
2023
Q1 		$109K Hold
3,223
– – ﹤0.01% 456
2022
Q4 		$101K Buy
3,223
+354
+12% +$10.8K ﹤0.01% 468
2022
Q3 		$79.6K Buy
2,869
+9
+0.3% +$283 ﹤0.01% 491
2022
Q2 		$89.3K Hold
2,860
– – ﹤0.01% 476
2022
Q1 		$109K Buy
+2,860
New +$109K ﹤0.01% 479
2021
Q4 		– Sell
-2,880
Closed -$120K – 787
2021
Q3 		$120K Sell
2,880
-315
-10% -$13.4K ﹤0.01% 393
2021
Q2 		$133K Hold
3,195
– – ﹤0.01% 372
2021
Q1 		$126K Sell
3,195
-600
-16% -$23.4K ﹤0.01% 384
2020
Q4 		$143K Hold
3,795
– – ﹤0.01% 361
2020
Q3 		$123K Hold
3,795
– – ﹤0.01% 357
2020
Q2 		$112K Sell
3,795
-145
-4% -$4K ﹤0.01% 369
2020
Q1 		$96.1K Hold
3,940
– – ﹤0.01% 371
2019
Q4 		$137K Sell
3,940
-205
-5% -$6.84K ﹤0.01% 376
2019
Q3 		$132K Sell
4,145
-1,240
-23% -$39.5K ﹤0.01% 372
2019
Q2 		$177K Sell
5,385
-4,545
-46% -$147K 0.01% 267
2019
Q1 		$320K Sell
9,930
-70,057
-88% -$2.21M 0.01% 225
2018
Q4 		$2.33M Buy
79,987
+69,415
+657% +$2.21M 0.1% 117
2018
Q3 		$377K Sell
10,572
-875
-8% -$31.3K 0.01% 216
2018
Q2 		$413K Hold
11,447
– – 0.02% 212
2018
Q1 		$418K Buy
+11,447
New +$425K 0.02% 207

Other funds holding SCHC

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Bartlett & Co Wealth Management held its Schwab International Small-Cap Equity ETF (SCHC) position steady in Q1 2026 at 2,590 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Bartlett & Co Wealth Management first reported a position in SCHC in Q1 2018 and has held it in 32 quarters since. The position peaked at $2.33M in Q4 2018. 489 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

  • Bartlett & Co Wealth Management held 2,590 shares of Schwab International Small-Cap Equity ETF worth $128K as of Q1 2026.
  • Bartlett & Co Wealth Management left its Schwab International Small-Cap Equity ETF share count unchanged in Q1 2026.
  • Schwab International Small-Cap Equity ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #523 holding.
  • Bartlett & Co Wealth Management first reported a position in Schwab International Small-Cap Equity ETF in Q1 2018 and has held it in 32 quarters since.
  • Bartlett & Co Wealth Management's Schwab International Small-Cap Equity ETF position peaked at $2.33M in Q4 2018.
  • 489 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

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