Obermeyer Wealth Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Obermeyer Wealth Partners’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$297K	Buy	9,108 +148	+2%	+$5.06K	0.01%	256
2026 Q2	$324K	Buy	8,960 +1,502	+20%	+$49.6K	0.01%	236
2026 Q1	$217K	Sell	7,458 -96	-1%	-$2.88K	0.01%	284
2025 Q4	$215K	Buy	+7,554	New	+$213K	0.01%	277
2025 Q2	–	Sell	-8,954	Closed	-$210K	–	289
2025 Q1	$210K	Hold	8,954	–	–	0.01%	249
2024 Q4	$232K	Hold	8,954	–	–	0.01%	231
2024 Q3	$231K	Buy	8,954 +324	+4%	+$8.04K	0.01%	233
2024 Q2	$205K	Hold	8,630	–	–	0.01%	240
2024 Q1	$212K	Hold	8,630	–	–	0.01%	235
2023 Q4	$204K	Buy	+8,630	New	+$182K	0.01%	208
2013 Q3	–	Sell	-1,032	Closed	-$11K	–	234
2013 Q2	$11K	Buy	+1,032	New	+$11.2K	﹤0.01%	263

Other funds holding SCHA

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Obermeyer Wealth Partners's SCHA Position: Q3 2026 in Review

Obermeyer Wealth Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1.7% in Q3 2026, buying an estimated $5.06K and bringing the position to 9,108 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #256.

Obermeyer Wealth Partners first reported a position in SCHA in Q2 2013 and has held it in 11 quarters since. The position peaked at $324K in Q2 2026. 987 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Obermeyer Wealth Partners held 9,108 shares of Schwab U.S Small- Cap ETF worth $297K as of Q3 2026.
Obermeyer Wealth Partners bought 148 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $5.06K.
Schwab U.S Small- Cap ETF made up 0.01% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #256 holding.
Obermeyer Wealth Partners first reported a position in Schwab U.S Small- Cap ETF in Q2 2013 and has held it in 11 quarters since.
Obermeyer Wealth Partners's Schwab U.S Small- Cap ETF position peaked at $324K in Q2 2026.
987 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.