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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$420K	Buy	+17,187	New	+$420K	0.02%	176
2013 Q3	–	Sell	-4,752	Closed	-$30K	–	239
2013 Q2	$30K	Buy	+4,752	New	+$30K	0.01%	162