Highline Wealth Partners »

Schwab Strategic Tr shares owned by Highline Wealth Partners

Quarter-by-quarter ownership of Schwab Strategic Tr (SMBS) shares owned by Highline Wealth Partners from 13F filings

Historical chart of Highline Wealth Partners investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Highline Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr by Highline Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2k 86 25.71
2025-06-30 $2.2k 86 25.47

More positions owned by Highline Wealth Partners

Nvidia Corporation Stock (NVDA)
JPMorgan Ultra-Short Income ETF Etf (JPST)
Janus Henderson AAA CLO ETF Etf (JAAA)
Vanguard S&P 500 ETF Etf (VOO)
Microsoft Corp Stock (MSFT)
Apple Inc Com/Inv Stock (AAPL)
iShares Core MSCI EAFE ETF Etf (IEFA)
Invesco Nasdaq 100 Etf Etf (QQQM)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Meta Platforms Inc Cl A Stock (META)
Vanguard Russell 1000 Value ETF Etf (VONV)
Amazon Stock (AMZN)
Tesla Stock (TSLA)
Costco Whsl Corp/N Stock (COST)
iShares 5-10 Year Investment Grade Corporate Bond ETF Etf (IGIB)

View all positions for Highline Wealth Partners

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
CacheTech
Adams Wealth Management
Summit Financial
Citadel Advisors
Goldman Sachs Group
LPL Financial
Chapman Financial Group
Mercer Global Advisors
Susquehanna International
Mariner Wealth Advisors
Jane Street
Chapin Davis
Orin Green Financial
Empirical Financial Services, LLC d/b/a Empirical Wealth Management

View all funds holding Schwab Strategic Tr