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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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Microsoft Corporation (MSFT)
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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
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Advisor OS
Tradition Wealth Management
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Sanctuary Advisors
Cassady Schiller Wealth Management
Red Mountain Financial
Rappaport Reiches Capital Management
Zrc Wealth Management
CWM
Modern Wealth Management

View all funds holding Schwab Charles Family