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Schwab U S Small Cap ETF shares owned by Obermeyer Asset Management

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Obermeyer Asset Management from 13F filings

Historical chart of Obermeyer Asset Management investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Obermeyer Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Small Cap ETF by Obermeyer Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $213k 4.3k 49.24
2023-12-31 $204k 4.3k 47.24
2013-06-30 $11k 258 42.64
2012-12-31 $10k 255 39.22

More positions owned by Obermeyer Asset Management

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Mastercard Incorporated Cl A (MA)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
salesforce (CRM)
Amazon (AMZN)
UnitedHealth (UNH)
Meta Platforms Cl A (META)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
NVR (NVR)
Home Depot (HD)

View all positions for Obermeyer Asset Management

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Advisory
HPM Partners
Empower Advisory Group
Bank of America Corporation
Charles Schwab Investment Management
Sei Investments
Goldman Sachs Group
Creative Planning
Advisory Alpha
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors
Mariner Wealth Advisors
HighTower Advisors

View all funds holding Schwab U S Small Cap ETF