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Schwab U S Small Cap ETF shares owned by Highline Wealth Partners

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Highline Wealth Partners from 13F filings

Historical chart of Highline Wealth Partners 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 Highline Wealth Partners 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 Highline Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $314k 8.7k 36.13
2025-09-30 $2.8k 102 27.90
2025-06-30 $2.6k 102 25.30
2024-12-31 $4.7k 180 25.86
2023-12-31 $189 4 47.25
2023-09-30 $166 4 41.50

More positions owned by Highline Wealth Partners

Pgim Aaa Clo Etf Etf (PAAA)
JPMorgan Ultra-Short Income ETF Etf (JPST)
Nvidia Corporation Stock (NVDA)
TCW Flexible Income ETF Etf (FLXR)
Vanguard S&P 500 ETF Etf (VOO)
iShares Core MSCI EAFE ETF Etf (IEFA)
Invesco Nasdaq 100 Etf Etf (QQQM)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Apple Inc Com/Inv Stock (AAPL)
Vanguard Russell 1000 Value ETF Etf (VONV)
Amazon Stock (AMZN)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Tesla Stock (TSLA)
Advanced Micro Devices Stock (AMD)

View all positions for Highline Wealth Partners

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Bank of America Corporation
Northwestern Mutual Wealth Management Company
Creative Planning
UBS Group
Financial Engines Advisors L.L.C
HPM Partners
Advisory Alpha
Mariner Wealth Advisors
Savant Capital Management
Wealth Enhancement Advisory Services
LPL Financial
Steele Capital Management
Jones Financial Companies, L.L

View all funds holding Schwab U S Small Cap ETF