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 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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Highline Wealth Partners's SCHA Position: Q2 2026 in Review

Highline Wealth Partners opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 8,701 shares worth $314K. The stake represents 0.06% of the portfolio and ranks #88 among its holdings. This is a return to the name: Highline Wealth Partners previously reported a position in SCHA as recently as Q3 2025.

Highline Wealth Partners first reported a position in SCHA in Q3 2023 and has held it in 6 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Highline Wealth Partners held 8,701 shares of Schwab U.S Small- Cap ETF worth $314K as of Q2 2026.
Schwab U.S Small- Cap ETF was a new Highline Wealth Partners position in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.06% of Highline Wealth Partners's portfolio in Q2 2026, its #88 holding.
Highline Wealth Partners first reported a position in Schwab U.S Small- Cap ETF in Q3 2023 and has held it in 6 quarters since.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.