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Bartlett & Co Wealth Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Bartlett & Co Wealth Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$194K Sell
8,378
-376
-4% -$8.8K ﹤0.01% 465
2025
Q4 		$205K Sell
8,754
-6,891
-44% -$162K ﹤0.01% 447
2025
Q3 		$367K Sell
15,645
-6,115
-28% -$142K ﹤0.01% 376
2025
Q2 		$506K Sell
21,760
-178
-0.8% -$4.08K 0.01% 330
2025
Q1 		$508K Sell
21,938
-12,314
-36% -$282K 0.01% 325
2024
Q4 		$778K Sell
34,252
-9,382
-22% -$217K 0.01% 280
2024
Q3 		$1.04M Sell
43,634
-6,898
-14% -$162K 0.01% 251
2024
Q2 		$1.15M Sell
50,532
-45,212
-47% -$1.02M 0.02% 241
2024
Q1 		$2.2M Sell
95,744
-19,152
-17% -$440K 0.03% 189
2023
Q4 		$2.68M Sell
114,896
-42,006
-27% -$940K 0.04% 177
2023
Q3 		$3.47M Sell
156,902
-7,388
-4% -$167K 0.06% 153
2023
Q2 		$3.79M Sell
164,290
-5,696
-3% -$133K 0.07% 150
2023
Q1 		$3.99M Sell
169,986
-3,786
-2% -$88.1K 0.08% 138
2022
Q4 		$3.97M Sell
173,772
-8,196
-5% -$187K 0.08% 142
2022
Q3 		$4.12M Sell
181,968
-10,354
-5% -$247K 0.09% 135
2022
Q2 		$4.6M Sell
192,322
-31,904
-14% -$772K 0.09% 131
2022
Q1 		$5.67M Sell
224,226
-12,424
-5% -$323K 0.1% 127
2021
Q4 		$6.38M Sell
236,650
-442
-0.2% -$11.9K 0.11% 122
2021
Q3 		$6.43M Sell
237,092
-4,254
-2% -$117K 0.12% 116
2021
Q2 		$6.59M Sell
241,346
-10,370
-4% -$281K 0.13% 118
2021
Q1 		$6.79M Buy
251,716
+748
+0.3% +$20.5K 0.14% 112
2020
Q4 		$7.03M Buy
250,968
+5,376
+2% +$150K 0.15% 110
2020
Q3 		$6.89M Buy
245,592
+33,244
+16% +$938K 0.16% 108
2020
Q2 		$5.97M Buy
212,348
+47,946
+29% +$1.33M 0.16% 111
2020
Q1 		$4.46M Sell
164,402
-18,388
-10% -$497K 0.14% 116
2019
Q4 		$4.88M Buy
182,790
+2,348
+1% +$62.9K 0.12% 121
2019
Q3 		$4.86M Buy
180,442
+2,688
+2% +$71.9K 0.13% 120
2019
Q2 		$4.71M Buy
177,754
+8,278
+5% +$215K 0.18% 90
2019
Q1 		$4.4M Sell
169,476
-15,698
-8% -$401K 0.17% 93
2018
Q4 		$4.68M Sell
185,174
-15,586
-8% -$389K 0.2% 88
2018
Q3 		$5.04M Buy
200,760
+2,786
+1% +$70.4K 0.19% 88
2018
Q2 		$5.01M Sell
197,974
-31,076
-14% -$785K 0.2% 83
2018
Q1 		$5.84M Buy
+229,050
New +$5.86M 0.24% 79

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Bartlett & Co Wealth Management reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 4.3% in Q1 2026, selling an estimated $8.8K and leaving 8,378 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Bartlett & Co Wealth Management first reported a position in SCHZ in Q1 2018 and has held it in 33 quarters since. The position peaked at $7.03M in Q4 2020. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Bartlett & Co Wealth Management held 8,378 shares of Schwab US Aggregate Bond ETF worth $194K as of Q1 2026.
  • Bartlett & Co Wealth Management sold 376 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $8.8K.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #465 holding.
  • Bartlett & Co Wealth Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2018 and has held it in 33 quarters since.
  • Bartlett & Co Wealth Management's Schwab US Aggregate Bond ETF position peaked at $7.03M in Q4 2020.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

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