BCWM
SCHI icon

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
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 $57.3B AUM 18.32% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
PC
Permanens Capital New York $776M AUM 30.08% 1-Year Est. Return
LAM
L2 Asset Management Wayland, Massachusetts $1.05B AUM 29.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bartlett & Co Wealth Management held its Schwab 5-10 Year Corporate Bond ETF (SCHI) position steady in Q1 2026 at 4,504 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Bartlett & Co Wealth Management first reported a position in SCHI in Q1 2025 and has held it in 5 quarters since. The position peaked at $588K in Q1 2025. 257 funds tracked by Wall St. Rank hold SCHI as of Q1 2026.

  • Bartlett & Co Wealth Management held 4,504 shares of Schwab 5-10 Year Corporate Bond ETF worth $102K as of Q1 2026.
  • Bartlett & Co Wealth Management left its Schwab 5-10 Year Corporate Bond ETF share count unchanged in Q1 2026.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #568 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 5 quarters since.
  • Bartlett & Co Wealth Management's Schwab 5-10 Year Corporate Bond ETF position peaked at $588K in Q1 2025.
  • 257 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q1 2026.

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