Bartlett & Co Wealth Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.16M | Hold |
85,687
| – | – | 0.04% | 175 |
|
|
2026
Q1 | $2.91M | Buy |
85,687
+8,085
| +10% | +$257K | 0.04% | 176 |
|
|
2025
Q4 | $2.33M | Sell |
77,602
-3,632
| -4% | -$108K | 0.03% | 190 |
|
|
2025
Q3 | $2.41M | Buy |
81,234
+245
| +0.3% | +$7.13K | 0.03% | 185 |
|
|
2025
Q2 | $2.27M | Sell |
80,989
-922
| -1% | -$24.3K | 0.03% | 182 |
|
|
2025
Q1 | $2.15M | Sell |
81,911
-235
| -0.3% | -$6.54K | 0.03% | 186 |
|
|
2024
Q4 | $2.28M | Sell |
82,146
-1,209
| -1% | -$34.4K | 0.03% | 186 |
|
|
2024
Q3 | $2.31M | Sell |
83,355
-2,829
| -3% | -$75.2K | 0.03% | 191 |
|
|
2024
Q2 | $2.24M | Sell |
86,184
-9,768
| -10% | -$256K | 0.03% | 186 |
|
|
2024
Q1 | $2.6M | Sell |
95,952
-6,039
| -6% | -$154K | 0.04% | 175 |
|
|
2023
Q4 | $2.58M | Buy |
101,991
+8,568
| +9% | +$196K | 0.04% | 181 |
|
|
2023
Q3 | $2.11M | Sell |
93,423
-2,790
| -3% | -$66.1K | 0.04% | 191 |
|
|
2023
Q2 | $2.28M | Buy |
96,213
+2,955
| +3% | +$66.6K | 0.04% | 190 |
|
|
2023
Q1 | $2.11M | Sell |
93,258
-750
| -0.8% | -$17.3K | 0.04% | 177 |
|
|
2022
Q4 | $2.06M | Sell |
94,008
-36
| -0% | -$789 | 0.04% | 182 |
|
|
2022
Q3 | $1.9M | Buy |
94,044
+32,484
| +53% | +$725K | 0.04% | 176 |
|
|
2022
Q2 | $1.29M | Sell |
61,560
-963
| -2% | -$22.2K | 0.03% | 196 |
|
|
2022
Q1 | $1.58M | Buy |
62,523
+297
| +0.5% | +$7.44K | 0.03% | 194 |
|
|
2021
Q4 | $1.67M | Buy |
62,226
+2,358
| +4% | +$62.9K | 0.03% | 194 |
|
|
2021
Q3 | $1.53M | Sell |
59,868
-960
| -2% | -$25.1K | 0.03% | 186 |
|
|
2021
Q2 | $1.59M | Sell |
60,828
-6
| -0% | -$155 | 0.03% | 187 |
|
|
2021
Q1 | $1.51M | Sell |
60,834
-1,485
| -2% | -$36K | 0.03% | 185 |
|
|
2020
Q4 | $1.42M | Sell |
62,319
-2,025
| -3% | -$42.2K | 0.03% | 186 |
|
|
2020
Q3 | $1.19M | Sell |
64,344
-825
| -1% | -$15.3K | 0.03% | 192 |
|
|
2020
Q2 | $1.14M | Sell |
65,169
-4,863
| -7% | -$79.3K | 0.03% | 189 |
|
|
2020
Q1 | $984K | Sell |
70,032
-10,095
| -13% | -$185K | 0.03% | 191 |
|
|
2019
Q4 | $1.61M | Sell |
80,127
-3,879
| -5% | -$75.1K | 0.04% | 183 |
|
|
2019
Q3 | $1.58M | Sell |
84,006
-1,869
| -2% | -$35.3K | 0.04% | 181 |
|
|
2019
Q2 | $1.64M | Sell |
85,875
-2,694
| -3% | -$50.4K | 0.06% | 142 |
|
|
2019
Q1 | $1.64M | Sell |
88,569
-61,446
| -41% | -$1.1M | 0.06% | 139 |
|
|
2018
Q4 | $2.4M | Buy |
150,015
+88,794
| +145% | +$1.55M | 0.1% | 115 |
|
|
2018
Q3 | $1.18M | Buy |
61,221
+9,741
| +19% | +$186K | 0.04% | 159 |
|
|
2018
Q2 | $942K | Sell |
51,480
-7,512
| -13% | -$136K | 0.04% | 166 |
|
|
2018
Q1 | $1.04M | Buy |
+58,992
| New | +$1.06M | 0.04% | 156 |
|
Other funds holding SCHM
MGIA
AA
LWMT
Bartlett & Co Wealth Management's SCHM Position: Q2 2026 in Review
Bartlett & Co Wealth Management held its Schwab US Mid-Cap ETF (SCHM) position steady in Q2 2026 at 85,687 shares worth $3.16M. The position accounts for 0.04% of the portfolio, ranked #175.
Bartlett & Co Wealth Management first reported a position in SCHM in Q1 2018 and has held it in 34 quarters since. 1,066 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.
- Bartlett & Co Wealth Management held 85,687 shares of Schwab US Mid-Cap ETF worth $3.16M as of Q2 2026.
- Bartlett & Co Wealth Management left its Schwab US Mid-Cap ETF share count unchanged in Q2 2026.
- Schwab US Mid-Cap ETF made up 0.04% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #175 holding.
- Bartlett & Co Wealth Management first reported a position in Schwab US Mid-Cap ETF in Q1 2018 and has held it in 34 quarters since.
- 1,066 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.