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Bartlett & Co Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bartlett & Co Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$856K Buy
26,997
+6,431
+31% +$204K 0.01% 293
2026
Q1 		$648K Sell
20,566
-28,846
-58% -$875K 0.01% 312
2025
Q4 		$1.36M Buy
49,412
+20,982
+74% +$571K 0.02% 242
2025
Q3 		$776K Sell
28,430
-610
-2% -$16.6K 0.01% 285
2025
Q2 		$770K Sell
29,040
-183
-0.6% -$4.78K 0.01% 285
2025
Q1 		$817K Sell
29,223
-2,103
-7% -$58.6K 0.01% 274
2024
Q4 		$856K Sell
31,326
-2,064
-6% -$58.7K 0.01% 269
2024
Q3 		$941K Sell
33,390
-2,019
-6% -$55K 0.01% 264
2024
Q2 		$928K Buy
35,409
+1,773
+5% +$46.2K 0.01% 262
2024
Q1 		$904K Sell
33,636
-2,250
-6% -$58.1K 0.01% 273
2023
Q4 		$913K Sell
35,886
-1,803
-5% -$43K 0.01% 284
2023
Q3 		$889K Sell
37,689
-2,577
-6% -$63.2K 0.02% 275
2023
Q2 		$975K Buy
40,266
+4,899
+14% +$117K 0.02% 273
2023
Q1 		$862K Sell
35,367
-789
-2% -$19.7K 0.02% 238
2022
Q4 		$910K Buy
36,156
+36
+0.1% +$889 0.02% 234
2022
Q3 		$800K Sell
36,120
-876
-2% -$21.3K 0.02% 232
2022
Q2 		$883K Buy
36,996
+39
+0.1% +$992 0.02% 229
2022
Q1 		$972K Buy
36,957
+27
+0.1% +$707 0.02% 231
2021
Q4 		$995K Sell
36,930
-720
-2% -$18.7K 0.02% 235
2021
Q3 		$932K Sell
37,650
-30
-0.1% -$762 0.02% 210
2021
Q2 		$950K Sell
37,680
-1,263
-3% -$31.9K 0.02% 210
2021
Q1 		$947K Sell
38,943
-807
-2% -$18.4K 0.02% 206
2020
Q4 		$850K Buy
39,750
+33
+0.1% +$669 0.02% 212
2020
Q3 		$732K Sell
39,717
-1,104
-3% -$20.3K 0.02% 216
2020
Q2 		$704K Sell
40,821
-1,800
-4% -$30.4K 0.02% 212
2020
Q1 		$639K Sell
42,621
-267
-0.6% -$4.79K 0.02% 212
2019
Q4 		$828K Buy
42,888
+57
+0.1% +$1.07K 0.02% 219
2019
Q3 		$782K Buy
42,831
+13,944
+48% +$250K 0.02% 222
2019
Q2 		$515K Hold
28,887
– – 0.02% 204
2019
Q1 		$503K Sell
28,887
-2,451
-8% -$41.2K 0.02% 200
2018
Q4 		$491K Buy
31,338
+3,000
+11% +$50K 0.02% 201
2018
Q3 		$501K Hold
28,338
– – 0.02% 203
2018
Q2 		$466K Sell
28,338
-2,697
-9% -$44.4K 0.02% 206
2018
Q1 		$507K Buy
+31,035
New +$529K 0.02% 196

Other funds holding SCHD

SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Bartlett & Co Wealth Management's SCHD Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 31% in Q2 2026, buying an estimated $204K and bringing the position to 26,997 shares worth $856K. The position accounts for 0.01% of the portfolio, ranked #293.

Bartlett & Co Wealth Management first reported a position in SCHD in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.36M in Q4 2025. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Bartlett & Co Wealth Management held 26,997 shares of Schwab US Dividend Equity ETF worth $856K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 6,431 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $204K.
  • Schwab US Dividend Equity ETF made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #293 holding.
  • Bartlett & Co Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q1 2018 and has held it in 34 quarters since.
  • Bartlett & Co Wealth Management's Schwab US Dividend Equity ETF position peaked at $1.36M in Q4 2025.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.