Obermeyer Wealth Partners

Position in SCHW — Schwab Charles Corp

CIK 1349654 ASPEN, CO

Position in SCHW

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$285,391

-$3,879 QoQ

Shares Held

3,093

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,781

of 2,304 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Obermeyer Wealth Partners holds $2,850,545 across 4 Capital Markets names. SCHW ranks #4 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,281	$1,295,564
2	MS	Morgan Stanley	4,040	$844,521
3	PIPR	Piper Sandler Companies	5,876	$425,069
4	SCHW	Schwab Charles Corp This page	3,093	$285,391

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$285,391	3,093	+0.5%	Shares	Sole	2026-07-29
2026-03-31	$289,270	3,078	-1.4%	Shares	Sole	2026-04-21
2025-12-31	$311,819	3,121	-1.7%	Shares	Sole	2026-01-29
2025-09-30	$303,117	3,175	+2.2%	Shares	Sole	2025-10-27
2025-06-30	$283,482	3,107	-0.2%	Shares	Sole	2025-08-05
2025-03-31	$243,685	3,113	-39.1%	Shares	Sole	2025-05-06
2024-12-31	$378,265	5,111	0.0%	Shares	Sole	2025-02-14
2024-09-30	$331,243	5,111	0.0%	Shares	Sole	2024-11-05
2024-06-30	$376,629	5,111	+2.8%	Shares	Sole	2024-08-01
2024-03-31	$359,674	4,972	+4.7%	Shares	Sole	2024-05-07
2023-12-31	$326,662	4,748	0.0%	Shares	Sole	2024-01-31
2023-09-30	$260,665	4,748	0.0%	Shares	Sole	2023-11-08
2023-06-30	$269,116	4,748	0.0%	Shares	Sole	2023-08-07
2023-03-31	$248,700	4,748	-5.9%	Shares	Sole	2023-05-09
2022-12-31	$420,129	5,046	0.0%	Shares	Sole	2023-02-08
2022-09-30	$362,656	5,046	0.0%	Shares	Sole	2022-12-09
2022-06-30	$318,806	5,046	0.0%	Shares	Sole	2022-08-15
2022-03-31	$425,428	5,046	0.0%	Shares	Sole	2022-05-16
2021-12-31	$424,368	5,046	+1.5%	Shares	Sole	2022-01-31
2021-09-30	$362,087	4,971	0.0%	Shares	Sole	2021-10-19
2021-06-30	$361,938	4,971	-26.7%	Shares	Sole	2021-07-29
2021-03-31	$442,181	6,784	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.