BCWM
SCHV

Bartlett & Co Wealth Management’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Bartlett & Co Wealth Management’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$902K Sell
28,024
-1,065
-4% -$33.2K 0.01% 283
2025
Q4 		$861K Sell
29,089
-7,351
-20% -$215K 0.01% 280
2025
Q3 		$1.06M Buy
36,440
+15
+0% +$426 0.01% 254
2025
Q2 		$1.01M Buy
36,425
+135
+0.4% +$3.55K 0.01% 254
2025
Q1 		$965K Buy
36,290
+110
+0.3% +$2.95K 0.01% 254
2024
Q4 		$943K Buy
36,180
+204
+0.6% +$5.51K 0.01% 263
2024
Q3 		$964K Buy
35,976
+492
+1% +$12.6K 0.01% 258
2024
Q2 		$881K Buy
35,484
+30
+0.1% +$741 0.01% 268
2024
Q1 		$898K Sell
35,454
-1,287
-4% -$30.9K 0.01% 274
2023
Q4 		$860K Buy
36,741
+17,559
+92% +$384K 0.01% 293
2023
Q3 		$412K Sell
19,182
-285
-1% -$6.4K 0.01% 361
2023
Q2 		$435K Buy
19,467
+2,133
+12% +$46.6K 0.01% 362
2023
Q1 		$379K Sell
17,334
-135
-0.8% -$3K 0.01% 310
2022
Q4 		$384K Buy
17,469
+1,752
+11% +$37.9K 0.01% 311
2022
Q3 		$307K Buy
15,717
+9
+0.1% +$194 0.01% 323
2022
Q2 		$327K Buy
15,708
+15
+0.1% +$337 0.01% 314
2022
Q1 		$373K Buy
15,693
+9
+0.1% +$213 0.01% 324
2021
Q4 		$383K Sell
15,684
-2,016
-11% -$47.8K 0.01% 327
2021
Q3 		$398K Sell
17,700
-3,453
-16% -$79.9K 0.01% 273
2021
Q2 		$482K Sell
21,153
-36
-0.2% -$817 0.01% 265
2021
Q1 		$461K Buy
21,189
+6
+0% +$125 0.01% 267
2020
Q4 		$420K Buy
21,183
+207
+1% +$3.87K 0.01% 270
2020
Q3 		$365K Buy
20,976
+144
+0.7% +$2.52K 0.01% 266
2020
Q2 		$348K Buy
20,832
+12
+0.1% +$196 0.01% 262
2020
Q1 		$307K Sell
20,820
-89,652
-81% -$1.64M 0.01% 262
2019
Q4 		$2.21M Sell
110,472
-240
-0.2% -$4.65K 0.05% 168
2019
Q3 		$2.09M Sell
110,712
-2,961
-3% -$55.4K 0.05% 167
2019
Q2 		$2.14M Buy
113,673
+165
+0.1% +$3.05K 0.08% 127
2019
Q1 		$2.07M Buy
113,508
+10,143
+10% +$180K 0.08% 126
2018
Q4 		$1.7M Buy
103,365
+3,027
+3% +$53.6K 0.07% 137
2018
Q3 		$1.88M Buy
100,338
+12
+0% +$222 0.07% 133
2018
Q2 		$1.78M Buy
100,326
+624
+0.6% +$11.1K 0.07% 132
2018
Q1 		$1.76M Buy
+99,702
New +$1.83M 0.07% 131

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Bartlett & Co Wealth Management reduced its Schwab US Large-Cap Value ETF (SCHV) stake by 3.7% in Q1 2026, selling an estimated $33.2K and leaving 28,024 shares worth $902K. The position accounts for 0.01% of the portfolio, ranked #283.

Bartlett & Co Wealth Management first reported a position in SCHV in Q1 2018 and has held it in 33 quarters since. The position peaked at $2.21M in Q4 2019. 962 funds tracked by Wall St. Rank hold SCHV as of Q1 2026.

  • Bartlett & Co Wealth Management held 28,024 shares of Schwab US Large-Cap Value ETF worth $902K as of Q1 2026.
  • Bartlett & Co Wealth Management sold 1,065 Schwab US Large-Cap Value ETF shares in Q1 2026, an estimated $33.2K.
  • Schwab US Large-Cap Value ETF made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #283 holding.
  • Bartlett & Co Wealth Management first reported a position in Schwab US Large-Cap Value ETF in Q1 2018 and has held it in 33 quarters since.
  • Bartlett & Co Wealth Management's Schwab US Large-Cap Value ETF position peaked at $2.21M in Q4 2019.
  • 962 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2026.

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