Highline Wealth Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Highline Wealth Partners’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$276K	Sell	8,445 -256	-3%	-$8.76K	0.05%	100
2026 Q2	$314K	Buy	+8,701	New	+$288K	0.06%	88
2025 Q4	–	Sell	-102	Closed	-$2.85K	–	1150
2025 Q3	$2.85K	Hold	102	–	–	﹤0.01%	772
2025 Q2	$2.58K	Buy	+102	New	+$2.41K	﹤0.01%	595
2025 Q1	–	Sell	-180	Closed	-$4.66K	–	1044
2024 Q4	$4.66K	Buy	+180	New	+$4.79K	﹤0.01%	354
2024 Q1	–	Sell	-8	Closed	-$189	–	449
2023 Q4	$189	Hold	8	–	–	﹤0.01%	400
2023 Q3	$166	Buy	+8	New	+$176	﹤0.01%	383

Other funds holding SCHA

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Golden Reserve Retirement Dublin, Ohio $686M AUM 18.14% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

Highline Wealth Partners's SCHA Position: Q3 2026 in Review

Highline Wealth Partners reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.9% in Q3 2026, selling an estimated $8.76K and leaving 8,445 shares worth $276K. The position accounts for 0.05% of the portfolio, ranked #100.

Highline Wealth Partners first reported a position in SCHA in Q3 2023 and has held it in 7 quarters since. The position peaked at $314K in Q2 2026. 935 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Highline Wealth Partners held 8,445 shares of Schwab U.S Small- Cap ETF worth $276K as of Q3 2026.
Highline Wealth Partners sold 256 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $8.76K.
Schwab U.S Small- Cap ETF made up 0.05% of Highline Wealth Partners's portfolio in Q3 2026, its #100 holding.
Highline Wealth Partners first reported a position in Schwab U.S Small- Cap ETF in Q3 2023 and has held it in 7 quarters since.
Highline Wealth Partners's Schwab U.S Small- Cap ETF position peaked at $314K in Q2 2026.
935 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.