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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.04M	Buy	+35,461	New	+$1.01M	0.21%	58
2025 Q4	–	Sell	-198	Closed	-$5.21K	–	1155
2025 Q3	$5.21K	Hold	198	–	–	﹤0.01%	560
2025 Q2	$4.84K	Buy	+198	New	+$4.48K	﹤0.01%	452
2025 Q1	–	Sell	-360	Closed	-$8.35K	–	1049
2024 Q4	$8.35K	Buy	+360	New	+$8.39K	﹤0.01%	267
2024 Q2	–	Sell	-1,980	Closed	-$41K	–	582
2024 Q1	$41K	Buy	+1,980	New	+$39K	0.02%	145

Other funds holding SCHX

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

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

FIG

FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

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

Highline Wealth Partners opened a new position in Schwab US Large- Cap ETF (SCHX) in Q2 2026: 35,461 shares worth $1.04M. The stake represents 0.21% of the portfolio and ranks #58 among its holdings. This is a return to the name: Highline Wealth Partners previously reported a position in SCHX as recently as Q3 2025.

Highline Wealth Partners first reported a position in SCHX in Q1 2024 and has held it in 5 quarters since. 327 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

Highline Wealth Partners held 35,461 shares of Schwab US Large- Cap ETF worth $1.04M as of Q2 2026.
Schwab US Large- Cap ETF was a new Highline Wealth Partners position in Q2 2026.
Schwab US Large- Cap ETF made up 0.21% of Highline Wealth Partners's portfolio in Q2 2026, its #58 holding.
Highline Wealth Partners first reported a position in Schwab US Large- Cap ETF in Q1 2024 and has held it in 5 quarters since.
327 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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