Obermeyer Wealth Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$674K	Buy	19,349 +2	+0%	+$66	0.03%	153
2026 Q1	$590K	Buy	19,347 +1	+0%	+$31	0.03%	161
2025 Q4	$573K	Buy	19,346 +1	+0%	+$29	0.03%	157
2025 Q3	$563K	Buy	19,345 +1	+0%	+$28	0.03%	152
2025 Q2	$535K	Buy	+19,344	New	+$508K	0.03%	153

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

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

Obermeyer Wealth Partners increased its Schwab US Large-Cap Value ETF (SCHV) stake by 0.01% in Q2 2026, buying an estimated $66 and bringing the position to 19,349 shares worth $674K. The position accounts for 0.03% of the portfolio, ranked #153.

Obermeyer Wealth Partners first reported a position in SCHV in Q2 2025 and has held it in 5 quarters since. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Obermeyer Wealth Partners held 19,349 shares of Schwab US Large-Cap Value ETF worth $674K as of Q2 2026.
Obermeyer Wealth Partners bought 2 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $66.
Schwab US Large-Cap Value ETF made up 0.03% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #153 holding.
Obermeyer Wealth Partners first reported a position in Schwab US Large-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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