Obermeyer Wealth Partners
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Obermeyer Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Obermeyer Wealth Partners’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$585K Buy
16,290
+250
+2% +$8.76K 0.02% 164
2026
Q2 		$543K Hold
16,040
– – 0.02% 168
2026
Q1 		$467K Sell
16,040
-144
-0.9% -$4.48K 0.02% 179
2025
Q4 		$528K Buy
16,184
+144
+0.9% +$4.68K 0.02% 166
2025
Q3 		$512K Hold
16,040
– – 0.02% 164
2025
Q2 		$469K Hold
16,040
– – 0.02% 167
2025
Q1 		$402K Buy
+16,040
New +$439K 0.02% 174
2024
Q4 		– Sell
-8,732
Closed -$227K – 268
2024
Q3 		$227K Buy
8,732
+708
+9% +$17.8K 0.01% 237
2024
Q2 		$202K Sell
8,024
-3,900
-33% -$92K 0.01% 241
2024
Q1 		$276K Hold
11,924
– – 0.02% 201
2023
Q4 		$247K Hold
11,924
– – 0.02% 190
2023
Q3 		$217K Sell
11,924
-2,428
-17% -$45.7K 0.02% 199
2023
Q2 		$269K Sell
14,352
-3,672
-20% -$63K 0.02% 174
2023
Q1 		$294K Sell
18,024
-976
-5% -$14.8K 0.02% 164
2022
Q4 		$264K Hold
19,000
– – 0.02% 179
2022
Q3 		$265K Hold
19,000
– – 0.02% 165
2022
Q2 		$275K Hold
19,000
– – 0.02% 155
2022
Q1 		$355K Hold
19,000
– – 0.02% 148
2021
Q4 		$389K Hold
19,000
– – 0.02% 139
2021
Q3 		$352K Hold
19,000
– – 0.02% 150
2021
Q2 		$347K Hold
19,000
– – 0.02% 155
2021
Q1 		$308K Hold
19,000
– – 0.02% 163
2020
Q4 		$305K Hold
19,000
– – 0.02% 117
2020
Q3 		$274K Hold
19,000
– – 0.02% 118
2020
Q2 		$241K Buy
+19,000
New +$222K 0.02% 118
2020
Q1 		– Sell
-19,000
Closed -$221K – 139
2019
Q4 		$221K Buy
+19,000
New +$209K 0.02% 120

Other funds holding SCHG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

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

Obermeyer Wealth Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.6% in Q3 2026, buying an estimated $8.76K and bringing the position to 16,290 shares worth $585K. The position accounts for 0.02% of the portfolio, ranked #164.

Obermeyer Wealth Partners first reported a position in SCHG in Q4 2019 and has held it in 26 quarters since. 1,571 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Obermeyer Wealth Partners held 16,290 shares of Schwab US Large-Cap Growth ETF worth $585K as of Q3 2026.
  • Obermeyer Wealth Partners bought 250 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $8.76K.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #164 holding.
  • Obermeyer Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,571 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

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