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Schwab Strategic Tr us lrg cap etf shares owned by Highline Wealth Partners

Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Highline Wealth Partners from 13F filings

Historical chart of Highline Wealth Partners investment in Schwab Strategic Tr us lrg cap etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us lrg 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 Strategic Tr us lrg cap etf by Highline Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.0M 36k 29.43
2025-09-30 $5.2k 198 26.34
2025-06-30 $4.8k 198 24.44
2024-12-31 $8.3k 360 23.18
2024-03-31 $41k 660 62.07

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 Strategic Tr us lrg cap etf

Us Bancorp
Creative Planning
Moneta Group Investment Advisors
Northwestern Mutual Wealth Management Company
HBK Sorce Advisory
Sei Investments
Betterment
Sage Financial
Captrust Financial Advisors
Diversified Enterprises
HPM Partners
HighTower Advisors
Koss-Olinger Consulting
Jupiter Topco
Henderson Group

View all funds holding Schwab Strategic Tr us lrg cap etf