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

Bartlett & Co Wealth Management’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.34M	Sell	259,680 -298	-0.1%	-$7.99K	0.09%	119
2025 Q4	$7M	Sell	259,978 -9,405	-3%	-$251K	0.09%	121
2025 Q3	$7.1M	Sell	269,383 -9,492	-3%	-$241K	0.09%	123
2025 Q2	$6.82M	Sell	278,875 -31,502	-10%	-$712K	0.1%	120
2025 Q1	$6.85M	Buy	310,377 +23,672	+8%	+$551K	0.1%	116
2024 Q4	$6.65M	Buy	286,705 +706	+0.2%	+$16.5K	0.1%	119
2024 Q3	$6.47M	Buy	285,999 +1,875	+0.7%	+$40.9K	0.09%	124
2024 Q2	$6.1M	Hold	284,124	–	–	0.09%	123
2024 Q1	$5.88M	Buy	284,124 +14,733	+5%	+$290K	0.09%	129
2023 Q4	$5.08M	Sell	269,391 -6,651	-2%	-$117K	0.08%	136
2023 Q3	$4.66M	Buy	276,042 +930	+0.3%	+$16.3K	0.08%	138
2023 Q2	$4.8M	Buy	275,112 +14,871	+6%	+$246K	0.08%	137
2023 Q1	$4.2M	Sell	260,241 -7,500	-3%	-$118K	0.08%	137
2022 Q4	$4.03M	Buy	267,741 +5,592	+2%	+$84.6K	0.08%	141
2022 Q3	$3.7M	Sell	262,149 -3,399	-1%	-$53.3K	0.08%	139
2022 Q2	$3.95M	Sell	265,548 -39,672	-13%	-$643K	0.08%	138
2022 Q1	$5.48M	Buy	305,220 +41,742	+16%	+$739K	0.1%	129
2021 Q4	$5M	Sell	263,478 -3,654	-1%	-$67.5K	0.08%	130
2021 Q3	$4.63M	Sell	267,132 -2,364	-0.9%	-$42.2K	0.09%	129
2021 Q2	$4.67M	Sell	269,496 -13,800	-5%	-$233K	0.09%	128
2021 Q1	$4.53M	Sell	283,296 -29,292	-9%	-$459K	0.09%	130
2020 Q4	$4.74M	Sell	312,588 -4,020	-1%	-$57.5K	0.1%	127
2020 Q3	$4.25M	Buy	316,608 +5,100	+2%	+$67.8K	0.1%	126
2020 Q2	$3.85M	Sell	311,508 -168	-0.1%	-$1.96K	0.1%	130
2020 Q1	$3.18M	Sell	311,676 -13,200	-4%	-$160K	0.1%	132
2019 Q4	$4.16M	Sell	324,876 -4,656	-1%	-$57.1K	0.1%	131
2019 Q3	$3.9M	Sell	329,532 -42,894	-12%	-$505K	0.1%	131
2019 Q2	$4.38M	Buy	372,426 +20,160	+6%	+$232K	0.16%	95
2019 Q1	$3.97M	Buy	352,266 +630	+0.2%	+$6.83K	0.15%	98
2018 Q4	$3.5M	Buy	351,636 +1,980	+0.6%	+$21.3K	0.15%	100
2018 Q3	$4.05M	Buy	349,656 +8,310	+2%	+$94.5K	0.15%	94
2018 Q2	$3.7M	Buy	341,346 +1,050	+0.3%	+$11.3K	0.15%	93
2018 Q1	$3.58M	Buy	+340,296	New	+$3.7M	0.15%	94

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Bartlett & Co Wealth Management reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.11% in Q1 2026, selling an estimated $7.99K and leaving 259,680 shares worth $7.34M. The position accounts for 0.09% of the portfolio, ranked #119.

Bartlett & Co Wealth Management first reported a position in SCHX in Q1 2018 and has held it in 33 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Bartlett & Co Wealth Management held 259,680 shares of Schwab US Large- Cap ETF worth $7.34M as of Q1 2026.
Bartlett & Co Wealth Management sold 298 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $7.99K.
Schwab US Large- Cap ETF made up 0.09% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #119 holding.
Bartlett & Co Wealth Management first reported a position in Schwab US Large- Cap ETF in Q1 2018 and has held it in 33 quarters since.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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