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Bartlett & Co Wealth Management’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Bartlett & Co Wealth Management’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$152K Buy
6,704
+2,200
+49% +$49.8K ﹤0.01% 538
2026
Q1 		$102K Hold
4,504
– – ﹤0.01% 568
2025
Q4 		$103K Sell
4,504
-401
-8% -$9.24K ﹤0.01% 555
2025
Q3 		$113K Buy
4,905
+401
+9% +$9.15K ﹤0.01% 537
2025
Q2 		$103K Sell
4,504
-21,693
-83% -$484K ﹤0.01% 540
2025
Q1 		$588K Buy
+26,197
New +$582K 0.01% 308

Other funds holding SCHI

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
PC
Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Bartlett & Co Wealth Management increased its Schwab 5-10 Year Corporate Bond ETF (SCHI) stake by 49% in Q2 2026, buying an estimated $49.8K and bringing the position to 6,704 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Bartlett & Co Wealth Management first reported a position in SCHI in Q1 2025 and has held it in 6 quarters since. The position peaked at $588K in Q1 2025. 267 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Bartlett & Co Wealth Management held 6,704 shares of Schwab 5-10 Year Corporate Bond ETF worth $152K as of Q2 2026.
  • Bartlett & Co Wealth Management bought 2,200 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $49.8K.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #538 holding.
  • Bartlett & Co Wealth Management first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Bartlett & Co Wealth Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $588K in Q1 2025.
  • 267 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

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