Obermeyer Wealth Partners
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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
Q3 		$281K Hold
9,600
– – 0.01% 265
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

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Obermeyer Wealth Partners's SCHB Position: Q3 2026 in Review

Obermeyer Wealth Partners held its Schwab US Broad Market ETF (SCHB) position steady in Q3 2026 at 9,600 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #265.

Obermeyer Wealth Partners first reported a position in SCHB in Q1 2025 and has held it in 7 quarters since. 919 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Obermeyer Wealth Partners held 9,600 shares of Schwab US Broad Market ETF worth $281K as of Q3 2026.
  • Obermeyer Wealth Partners left its Schwab US Broad Market ETF share count unchanged in Q3 2026.
  • Schwab US Broad Market ETF made up 0.01% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #265 holding.
  • Obermeyer Wealth Partners first reported a position in Schwab US Broad Market ETF in Q1 2025 and has held it in 7 quarters since.
  • 919 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.