Obermeyer Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$579K	Sell	18,267 -4,982	-21%	-$158K	0.02%	163
2026 Q1	$713K	Hold	23,249	–	–	0.03%	140
2025 Q4	$638K	Buy	23,249 +3,685	+19%	+$100K	0.03%	149
2025 Q3	$534K	Hold	19,564	–	–	0.03%	160
2025 Q2	$518K	Sell	19,564 -5	-0%	-$131	0.03%	157
2025 Q1	$547K	Buy	19,569 +6,900	+54%	+$192K	0.03%	142
2024 Q4	$346K	Hold	12,669	–	–	0.02%	189
2024 Q3	$357K	Hold	12,669	–	–	0.02%	186
2024 Q2	$328K	Hold	12,669	–	–	0.02%	188
2024 Q1	$341K	Sell	12,669 -1,860	-13%	-$48.1K	0.02%	181
2023 Q4	$369K	Sell	14,529 -1,521	-9%	-$36.2K	0.03%	145
2023 Q3	$379K	Buy	16,050 +5,145	+47%	+$126K	0.03%	131
2023 Q2	$264K	Sell	10,905 -2,268	-17%	-$54.2K	0.02%	176
2023 Q1	$321K	Sell	13,173 -1,002	-7%	-$25.1K	0.02%	151
2022 Q4	$357K	Sell	14,175 -1,386	-9%	-$34.2K	0.03%	139
2022 Q3	$345K	Buy	15,561 +2,811	+22%	+$68.3K	0.03%	137
2022 Q2	$304K	Hold	12,750	–	–	0.02%	145
2022 Q1	$335K	Hold	12,750	–	–	0.02%	159
2021 Q4	$344K	Hold	12,750	–	–	0.02%	153
2021 Q3	$316K	Hold	12,750	–	–	0.02%	164
2021 Q2	$321K	Sell	12,750 -675	-5%	-$17K	0.02%	164
2021 Q1	$326K	Hold	13,425	–	–	0.02%	156
2020 Q4	$287K	Hold	13,425	–	–	0.02%	123
2020 Q3	$247K	Sell	13,425 -7,200	-35%	-$132K	0.02%	124
2020 Q2	$356K	Hold	20,625	–	–	0.03%	98
2020 Q1	$309K	Hold	20,625	–	–	0.03%	88
2019 Q4	$398K	Sell	20,625 -2,082	-9%	-$39K	0.04%	88
2019 Q3	$415K	Hold	22,707	–	–	0.04%	83
2019 Q2	$402K	Buy	+22,707	New	+$399K	0.04%	86

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Obermeyer Wealth Partners reduced its Schwab US Dividend Equity ETF (SCHD) stake by 21% in Q2 2026, selling an estimated $158K and leaving 18,267 shares worth $579K. The position accounts for 0.02% of the portfolio, ranked #163.

Obermeyer Wealth Partners first reported a position in SCHD in Q2 2019 and has held it in 29 quarters since. The position peaked at $713K in Q1 2026. 2,142 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Obermeyer Wealth Partners held 18,267 shares of Schwab US Dividend Equity ETF worth $579K as of Q2 2026.
Obermeyer Wealth Partners sold 4,982 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $158K.
Schwab US Dividend Equity ETF made up 0.02% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #163 holding.
Obermeyer Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q2 2019 and has held it in 29 quarters since.
Obermeyer Wealth Partners's Schwab US Dividend Equity ETF position peaked at $713K in Q1 2026.
2,142 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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