BCWM
SCHR

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

Bartlett & Co Wealth Management’s Portfolio SCHR Stock Details SCHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$56.3K Sell
2,273
-170
-7% -$4.26K ﹤0.01% 663
2025
Q4 		$61.3K Sell
2,443
-6,016
-71% -$151K ﹤0.01% 629
2025
Q3 		$213K Buy
8,459
+340
+4% +$8.5K ﹤0.01% 439
2025
Q2 		$203K Sell
8,119
-19,925
-71% -$494K ﹤0.01% 441
2025
Q1 		$697K Buy
28,044
+13,960
+99% +$342K 0.01% 291
2024
Q4 		$342K Sell
14,084
-640
-4% -$15.7K 0.01% 379
2024
Q3 		$373K Buy
14,724
+160
+1% +$4K 0.01% 368
2024
Q2 		$355K Sell
14,564
-642
-4% -$15.5K 0.01% 367
2024
Q1 		$373K Sell
15,206
-160
-1% -$3.93K 0.01% 366
2023
Q4 		$382K Buy
15,366
+8,138
+113% +$197K 0.01% 380
2023
Q3 		$173K Buy
7,228
+60
+0.8% +$1.46K ﹤0.01% 465
2023
Q2 		$177K Buy
7,168
+4,732
+194% +$119K ﹤0.01% 471
2023
Q1 		$61.4K Hold
2,436
– – ﹤0.01% 538
2022
Q4 		$60K Buy
2,436
+808
+50% +$19.9K ﹤0.01% 557
2022
Q3 		$40K Hold
1,628
– – ﹤0.01% 599
2022
Q2 		$42K Hold
1,628
– – ﹤0.01% 598
2022
Q1 		$43.3K Buy
+1,628
New +$44.5K ﹤0.01% 603
2021
Q4 		– Sell
-1,628
Closed -$46.2K – 789
2021
Q3 		$46.2K Hold
1,628
– – ﹤0.01% 519
2021
Q2 		$46.3K Buy
1,628
+1,520
+1,407% +$43.1K ﹤0.01% 522
2021
Q1 		$3.05K Hold
108
– – ﹤0.01% 839
2020
Q4 		$3.14K Buy
+108
New +$3.15K ﹤0.01% 854

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $434M AUM 11.97% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

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

Bartlett & Co Wealth Management reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 7% in Q1 2026, selling an estimated $4.26K and leaving 2,273 shares worth $56.3K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Bartlett & Co Wealth Management first reported a position in SCHR in Q4 2020 and has held it in 21 quarters since. The position peaked at $697K in Q1 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Bartlett & Co Wealth Management held 2,273 shares of Schwab Intermediately-Term US Treasury ETF worth $56.3K as of Q1 2026.
  • Bartlett & Co Wealth Management sold 170 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $4.26K.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #663 holding.
  • Bartlett & Co Wealth Management first reported a position in Schwab Intermediately-Term US Treasury ETF in Q4 2020 and has held it in 21 quarters since.
  • Bartlett & Co Wealth Management's Schwab Intermediately-Term US Treasury ETF position peaked at $697K in Q1 2025.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

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