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 Q3	$644K	Buy	19,794 +1,527	+8%	+$51.5K	0.03%	154
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	$340K	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

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

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

Obermeyer Wealth Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 8.4% in Q3 2026, buying an estimated $51.5K and bringing the position to 19,794 shares worth $644K. The position accounts for 0.03% of the portfolio, ranked #154.

Obermeyer Wealth Partners first reported a position in SCHD in Q2 2019 and has held it in 30 quarters since. The position peaked at $713K in Q1 2026. 1,445 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Obermeyer Wealth Partners held 19,794 shares of Schwab US Dividend Equity ETF worth $644K as of Q3 2026.
Obermeyer Wealth Partners bought 1,527 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $51.5K.
Schwab US Dividend Equity ETF made up 0.03% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #154 holding.
Obermeyer Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q2 2019 and has held it in 30 quarters since.
Obermeyer Wealth Partners's Schwab US Dividend Equity ETF position peaked at $713K in Q1 2026.
1,445 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

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