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Bartlett & Co Wealth Management’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Bartlett & Co Wealth Management’s Portfolio SCHO Stock Details SCHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$432K Buy
17,816
+1,235
+7% +$30.1K 0.01% 356
2025
Q4 		$404K Hold
16,581
– – 0.01% 360
2025
Q3 		$405K Buy
16,581
+585
+4% +$14.2K 0.01% 361
2025
Q2 		$390K Hold
15,996
– – 0.01% 366
2025
Q1 		$389K Buy
15,996
+765
+5% +$18.5K 0.01% 362
2024
Q4 		$366K Buy
15,231
+1,487
+11% +$36K 0.01% 368
2024
Q3 		$337K Sell
13,744
-22
-0.2% -$535 ﹤0.01% 383
2024
Q2 		$331K Buy
13,766
+226
+2% +$5.42K 0.01% 379
2024
Q1 		$326K Buy
13,540
+1,690
+14% +$40.8K 0.01% 390
2023
Q4 		$287K Buy
11,850
+940
+9% +$22.6K ﹤0.01% 424
2023
Q3 		$261K Buy
10,910
+280
+3% +$6.71K ﹤0.01% 413
2023
Q2 		$255K Buy
10,630
+24
+0.2% +$582 ﹤0.01% 422
2023
Q1 		$259K Buy
10,606
+860
+9% +$20.8K 0.01% 352
2022
Q4 		$235K Sell
9,746
-438
-4% -$10.6K ﹤0.01% 362
2022
Q3 		$246K Buy
10,184
+1,030
+11% +$25.2K 0.01% 347
2022
Q2 		$225K Buy
9,154
+536
+6% +$13.2K ﹤0.01% 359
2022
Q1 		$213K Sell
8,618
-4,600
-35% -$116K ﹤0.01% 379
2021
Q4 		$336K Hold
13,218
– – 0.01% 339
2021
Q3 		$338K Sell
13,218
-600
-4% -$15.4K 0.01% 294
2021
Q2 		$354K Sell
13,818
-4,400
-24% -$113K 0.01% 286
2021
Q1 		$467K Buy
18,218
+1,318
+8% +$33.8K 0.01% 265
2020
Q4 		$434K Sell
16,900
-2,150
-11% -$55.3K 0.01% 268
2020
Q3 		$491K Hold
19,050
– – 0.01% 244
2020
Q2 		$492K Buy
19,050
+920
+5% +$23.8K 0.01% 234
2020
Q1 		$469K Hold
18,130
– – 0.01% 237
2019
Q4 		$458K Buy
18,130
+13,800
+319% +$349K 0.01% 266
2019
Q3 		$110K Buy
+4,330
New +$109K ﹤0.01% 393

Other funds holding SCHO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bartlett & Co Wealth Management increased its Schwab Short-Term US Treasury ETF (SCHO) stake by 7.4% in Q1 2026, buying an estimated $30.1K and bringing the position to 17,816 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #356.

Bartlett & Co Wealth Management first reported a position in SCHO in Q3 2019 and has held it in 27 quarters since. The position peaked at $492K in Q2 2020. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

  • Bartlett & Co Wealth Management held 17,816 shares of Schwab Short-Term US Treasury ETF worth $432K as of Q1 2026.
  • Bartlett & Co Wealth Management bought 1,235 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $30.1K.
  • Schwab Short-Term US Treasury ETF made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #356 holding.
  • Bartlett & Co Wealth Management first reported a position in Schwab Short-Term US Treasury ETF in Q3 2019 and has held it in 27 quarters since.
  • Bartlett & Co Wealth Management's Schwab Short-Term US Treasury ETF position peaked at $492K in Q2 2020.
  • 693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

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