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Schwab Charles Family shares owned by Obermeyer Asset Management

Quarter-by-quarter ownership of Schwab Charles Family (SCTXX) shares owned by Obermeyer Asset Management from 13F filings

Historical chart of Obermeyer Asset Management investment in Schwab Charles Family

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All positions including Schwab Charles Family 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 Charles Family by Obermeyer Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.9M 4.9M 1.00
2024-06-30 $3.7M 3.7M 1.00
2024-03-31 $2.5M 2.5M 1.00

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Berkshire Hathaway Inc Del Cl B New (BRK.B)
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl C (GOOG)
Mastercard Incorporated Cl A (MA)
Amazon (AMZN)
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UnitedHealth (UNH)
Meta Platforms Cl A (META)
NVR (NVR)
NVIDIA Corporation (NVDA)
Home Depot (HD)

View all positions for Obermeyer Asset Management

Top funds holding Schwab Charles Family

WMS Partners
Ausdal Financial Partners
Coldstream Capital Management
Integrated Investment Consultants
CI Private Wealth
HB Wealth Management
Advisor OS
Tradition Wealth Management
Cassady Schiller Wealth Management
Red Mountain Financial
Sanctuary Advisors
Rappaport Reiches Capital Management
Zrc Wealth Management
CWM
Modern Wealth Management

View all funds holding Schwab Charles Family