Obermeyer Wealth Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$229K	Hold	9,600	–	–	0.01%	257
2025 Q1	$207K	Buy	+9,600	New	+$207K	0.01%	251