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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$278K	Hold	9,600	–	–	0.01%	256
2026 Q1	$241K	Hold	9,600	–	–	0.01%	265
2025 Q4	$252K	Hold	9,600	–	–	0.01%	258
2025 Q3	$247K	Hold	9,600	–	–	0.01%	257
2025 Q2	$229K	Hold	9,600	–	–	0.01%	257
2025 Q1	$207K	Buy	+9,600	New	+$218K	0.01%	251

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Obermeyer Wealth Partners held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 9,600 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #256.

Obermeyer Wealth Partners first reported a position in SCHB in Q1 2025 and has held it in 6 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Obermeyer Wealth Partners held 9,600 shares of Schwab US Broad Market ETF worth $278K as of Q2 2026.
Obermeyer Wealth Partners left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
Schwab US Broad Market ETF made up 0.01% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #256 holding.
Obermeyer Wealth Partners first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 6 quarters since.
1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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