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
2025 Q2	–	Sell
2025 Q1	$210K	Hold
2024 Q4	$232K	Hold
2024 Q3	$231K	Buy
2024 Q2	$205K	Hold
2024 Q1	$212K	Hold
2023 Q4	$204K	Buy
2013 Q3	–	Sell
2013 Q2	$11K	Buy