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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
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

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Obermeyer Wealth Partners's SCHD Position: Q1 2026 in Review

Obermeyer Wealth Partners held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2026 at 23,249 shares worth $713K. The position accounts for 0.03% of the portfolio, ranked #140.

Obermeyer Wealth Partners first reported a position in SCHD in Q2 2019 and has held it in 28 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Obermeyer Wealth Partners held 23,249 shares of Schwab US Dividend Equity ETF worth $713K as of Q1 2026.
  • Obermeyer Wealth Partners left its Schwab US Dividend Equity ETF share count unchanged in Q1 2026.
  • Schwab US Dividend Equity ETF made up 0.03% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #140 holding.
  • Obermeyer Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q2 2019 and has held it in 28 quarters since.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.