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 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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Obermeyer Wealth Partners's SCHA Position: Q2 2026 in Review

Obermeyer Wealth Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 20% in Q2 2026, buying an estimated $49.6K and bringing the position to 8,960 shares worth $324K. The position accounts for 0.01% of the portfolio, ranked #236.

Obermeyer Wealth Partners first reported a position in SCHA in Q2 2013 and has held it in 10 quarters since. 1,352 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Obermeyer Wealth Partners held 8,960 shares of Schwab U.S Small- Cap ETF worth $324K as of Q2 2026.
Obermeyer Wealth Partners bought 1,502 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $49.6K.
Schwab U.S Small- Cap ETF made up 0.01% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #236 holding.
Obermeyer Wealth Partners first reported a position in Schwab U.S Small- Cap ETF in Q2 2013 and has held it in 10 quarters since.
1,352 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.