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 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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Obermeyer Wealth Partners's SCHA Position: Q1 2026 in Review

Obermeyer Wealth Partners reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.3% in Q1 2026, selling an estimated $2.88K and leaving 7,458 shares worth $217K. The position accounts for 0.01% of the portfolio, ranked #284.

Obermeyer Wealth Partners first reported a position in SCHA in Q2 2013 and has held it in 9 quarters since. The position peaked at $232K in Q4 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Obermeyer Wealth Partners held 7,458 shares of Schwab U.S Small- Cap ETF worth $217K as of Q1 2026.
Obermeyer Wealth Partners sold 96 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $2.88K.
Schwab U.S Small- Cap ETF made up 0.01% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #284 holding.
Obermeyer Wealth Partners first reported a position in Schwab U.S Small- Cap ETF in Q2 2013 and has held it in 9 quarters since.
Obermeyer Wealth Partners's Schwab U.S Small- Cap ETF position peaked at $232K in Q4 2024.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.