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

Obermeyer Wealth Partners’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-17,187
Closed -$420K – 301
2025
Q2 		$420K Buy
+17,187
New +$389K 0.02% 176
2013
Q3 		– Sell
-4,752
Closed -$30K – 239
2013
Q2 		$30K Buy
+4,752
New +$30.4K 0.01% 162

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Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Obermeyer Wealth Partners's SCHX Position: Q3 2025 in Review

Obermeyer Wealth Partners sold out of Schwab US Large- Cap ETF (SCHX) in Q3 2025, closing a stake of 17,187 shares — an estimated $420K sold.

Obermeyer Wealth Partners first reported a position in SCHX in Q2 2013 and held it in 2 quarters. The position peaked at $420K in Q2 2025. 1,443 funds tracked by Wall St. Rank hold SCHX as of Q3 2025.

  • Obermeyer Wealth Partners reported no remaining Schwab US Large- Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 17,187 Schwab US Large- Cap ETF shares in Q3 2025, an estimated $420K.
  • Obermeyer Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q2 2013 and held it in 2 quarters.
  • Obermeyer Wealth Partners's Schwab US Large- Cap ETF position peaked at $420K in Q2 2025.
  • 1,443 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2025.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2025, filed 27 Oct 2025.