Highline Wealth Partners’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.4K	Buy	+500	New	+$16.5K	﹤0.01%	424

Other funds holding SCHV

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return

Veery Capital Wilmington, Delaware $372M AUM 21.43% 1-Year Est. Return

Northern Capital Management (Washington) Spokane, Washington $198M AUM 24.66% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Southern Michigan Bank & Trust Coldwater, Michigan $281M AUM

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

Highline Wealth Partners opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q2 2026: 500 shares worth $17.4K. The stake represents ﹤0.01% of the portfolio and ranks #424 among its holdings.

258 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

Highline Wealth Partners held 500 shares of Schwab US Large-Cap Value ETF worth $17.4K as of Q2 2026.
Schwab US Large-Cap Value ETF was a new Highline Wealth Partners position in Q2 2026.
Schwab US Large-Cap Value ETF made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #424 holding.
258 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

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