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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.82M	Sell	278,875 -31,502	-10%	-$770K	0.1%	120
2025 Q1	$6.85M	Buy	310,377 +23,672	+8%	+$523K	0.1%	116
2024 Q4	$6.65M	Buy	286,705 +706	+0.2%	+$16.4K	0.1%	119
2024 Q3	$6.47M	Buy	285,999 +1,875	+0.7%	+$42.4K	0.09%	124
2024 Q2	$6.1M	Hold	284,124	–	–	0.09%	123
2024 Q1	$5.88M	Buy	284,124 +14,733	+5%	+$305K	0.09%	129
2023 Q4	$5.08M	Sell	269,391 -6,651	-2%	-$125K	0.08%	136
2023 Q3	$4.66M	Buy	276,042 +930	+0.3%	+$15.7K	0.08%	138
2023 Q2	$4.8M	Buy	275,112 +14,871	+6%	+$260K	0.08%	137
2023 Q1	$4.2M	Sell	260,241 -7,500	-3%	-$121K	0.08%	137
2022 Q4	$4.03M	Buy	267,741 +5,592	+2%	+$84.2K	0.08%	141
2022 Q3	$3.7M	Sell	262,149 -3,399	-1%	-$48K	0.08%	139
2022 Q2	$3.95M	Sell	265,548 -39,672	-13%	-$591K	0.08%	138
2022 Q1	$5.48M	Buy	305,220 +41,742	+16%	+$749K	0.1%	129
2021 Q4	$5M	Sell	263,478 -3,654	-1%	-$69.3K	0.08%	130
2021 Q3	$4.63M	Sell	267,132 -2,364	-0.9%	-$41K	0.09%	129
2021 Q2	$4.67M	Sell	269,496 -13,800	-5%	-$239K	0.09%	128
2021 Q1	$4.53M	Sell	283,296 -29,292	-9%	-$469K	0.09%	130
2020 Q4	$4.74M	Sell	312,588 -4,020	-1%	-$60.9K	0.1%	127
2020 Q3	$4.25M	Buy	316,608 +5,100	+2%	+$68.5K	0.1%	126
2020 Q2	$3.85M	Sell	311,508 -168	-0.1%	-$2.08K	0.1%	130
2020 Q1	$3.18M	Sell	311,676 -13,200	-4%	-$135K	0.1%	132
2019 Q4	$4.16M	Sell	324,876 -4,656	-1%	-$59.6K	0.1%	131
2019 Q3	$3.9M	Sell	329,532 -42,894	-12%	-$507K	0.1%	131
2019 Q2	$4.38M	Buy	372,426 +20,160	+6%	+$237K	0.16%	95
2019 Q1	$3.97M	Buy	352,266 +630	+0.2%	+$7.1K	0.15%	98
2018 Q4	$3.5M	Buy	351,636 +1,980	+0.6%	+$19.7K	0.15%	100
2018 Q3	$4.05M	Buy	349,656 +8,310	+2%	+$96.3K	0.15%	94
2018 Q2	$3.7M	Buy	341,346 +1,050	+0.3%	+$11.4K	0.15%	93
2018 Q1	$3.58M	Buy	+340,296	New	+$3.58M	0.15%	94