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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$506K	Sell	21,760 -178	-0.8%	-$4.14K	0.01%	330
2025 Q1	$508K	Sell	21,938 -12,314	-36%	-$285K	0.01%	325
2024 Q4	$778K	Sell	34,252 -9,382	-22%	-$213K	0.01%	280
2024 Q3	$1.04M	Sell	43,634 -6,898	-14%	-$164K	0.01%	251
2024 Q2	$1.15M	Sell	50,532 -45,212	-47%	-$1.03M	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%	-$981K	0.04%	177
2023 Q3	$3.47M	Sell	156,902 -7,388	-4%	-$163K	0.06%	153
2023 Q2	$3.79M	Sell	164,290 -5,696	-3%	-$131K	0.07%	150
2023 Q1	$3.99M	Sell	169,986 -3,786	-2%	-$88.8K	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%	-$235K	0.09%	135
2022 Q2	$4.6M	Sell	192,322 -31,904	-14%	-$764K	0.09%	131
2022 Q1	$5.67M	Sell	224,226 -12,424	-5%	-$314K	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%	-$115K	0.12%	116
2021 Q2	$6.59M	Sell	241,346 -10,370	-4%	-$283K	0.13%	118
2021 Q1	$6.79M	Buy	251,716 +748	+0.3%	+$20.2K	0.14%	112
2020 Q4	$7.03M	Buy	250,968 +5,376	+2%	+$151K	0.15%	110
2020 Q3	$6.89M	Buy	245,592 +33,244	+16%	+$932K	0.16%	108
2020 Q2	$5.97M	Buy	212,348 +47,946	+29%	+$1.35M	0.16%	111
2020 Q1	$4.46M	Sell	164,402 -18,388	-10%	-$499K	0.14%	116
2019 Q4	$4.88M	Buy	182,790 +2,348	+1%	+$62.7K	0.12%	121
2019 Q3	$4.86M	Buy	180,442 +2,688	+2%	+$72.4K	0.13%	120
2019 Q2	$4.71M	Buy	177,754 +8,278	+5%	+$219K	0.18%	90
2019 Q1	$4.4M	Sell	169,476 -15,698	-8%	-$407K	0.17%	93
2018 Q4	$4.68M	Sell	185,174 -15,586	-8%	-$394K	0.2%	88
2018 Q3	$5.04M	Buy	200,760 +2,786	+1%	+$70K	0.19%	88
2018 Q2	$5.01M	Sell	197,974 -31,076	-14%	-$787K	0.2%	83
2018 Q1	$5.84M	Buy	+229,050	New	+$5.84M	0.24%	79