Obermeyer Wealth Partners’s Charles Schwab SCHW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$285K	Buy	3,093 +15	+0.5%	+$1.37K	0.01%	254
2026 Q1	$289K	Sell	3,078 -43	-1%	-$4.22K	0.01%	247
2025 Q4	$312K	Sell	3,121 -54	-2%	-$5.12K	0.01%	234
2025 Q3	$303K	Buy	3,175 +68	+2%	+$6.45K	0.01%	231
2025 Q2	$283K	Sell	3,107 -6	-0.2%	-$502	0.01%	226
2025 Q1	$244K	Sell	3,113 -1,998	-39%	-$157K	0.01%	228
2024 Q4	$378K	Hold	5,111	–	–	0.02%	180
2024 Q3	$331K	Hold	5,111	–	–	0.02%	194
2024 Q2	$377K	Buy	5,111 +139	+3%	+$10.3K	0.02%	174
2024 Q1	$360K	Buy	4,972 +224	+5%	+$14.8K	0.02%	171
2023 Q4	$327K	Hold	4,748	–	–	0.02%	161
2023 Q3	$261K	Hold	4,748	–	–	0.02%	172
2023 Q2	$269K	Hold	4,748	–	–	0.02%	173
2023 Q1	$249K	Sell	4,748 -298	-6%	-$21.8K	0.02%	182
2022 Q4	$420K	Hold	5,046	–	–	0.03%	127
2022 Q3	$363K	Hold	5,046	–	–	0.03%	133
2022 Q2	$319K	Hold	5,046	–	–	0.02%	139
2022 Q1	$425K	Hold	5,046	–	–	0.03%	135
2021 Q4	$424K	Buy	5,046 +75	+2%	+$6.07K	0.02%	132
2021 Q3	$362K	Hold	4,971	–	–	0.02%	143
2021 Q2	$362K	Sell	4,971 -1,813	-27%	-$128K	0.02%	151
2021 Q1	$442K	Buy	+6,784	New	+$411K	0.03%	137

Other funds holding SCHW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Obermeyer Wealth Partners increased its Charles Schwab (SCHW) stake by 0.49% in Q2 2026, buying an estimated $1.37K and bringing the position to 3,093 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #254.

Obermeyer Wealth Partners first reported a position in SCHW in Q1 2021 and has held it in 22 quarters since. The position peaked at $442K in Q1 2021. 2,305 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

Obermeyer Wealth Partners held 3,093 shares of Charles Schwab worth $285K as of Q2 2026.
Obermeyer Wealth Partners bought 15 Charles Schwab shares in Q2 2026, an estimated $1.37K.
Charles Schwab made up 0.01% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #254 holding.
Obermeyer Wealth Partners first reported a position in Charles Schwab in Q1 2021 and has held it in 22 quarters since.
Obermeyer Wealth Partners's Charles Schwab position peaked at $442K in Q1 2021.
2,305 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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