HIGHLINE WEALTH PARTNERS LLC SCHH β€” SCHWAB U.S. REIT ETF

Ownership history in HIGHLINE WEALTH PARTNERS LLC  Β·  4 quarters on record

AI Ownership Summary

HIGHLINE WEALTH PARTNERS LLC reported SCHWAB U.S. REIT ETF (SCHH) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2025 Q1. The latest visible filing shows SCHH at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SCHH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HIGHLINE WEALTH PARTNERS LLC's position in SCHWAB U.S. REIT ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SCHH was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HIGHLINE WEALTH PARTNERS LLC held SCHH β€” position size vs. price
% of Fund (quarterly)    SCHH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED β€” β€” β€” 44 β€” 0% 0.00% $949 2025-10-14 $20.83
2025 Q2 REDUCED 93.8% +2.0% ❌ 44 -669 -93.8% 0.00% $931 2025-07-16 $20.84
2025 Q1 ADDED β€” β€” β€” 713 +628 +738.8% 0.01% $15K 2025-04-17 $20.06
2024 Q4 INITIATED β€” β€” β€” 85 β€” β€” 0.00% $2K 2025-01-10 $19.50

FAQ About HIGHLINE WEALTH PARTNERS LLC and SCHH

These are the practical questions this page is built to answer before you even open the full history table.

How long has HIGHLINE WEALTH PARTNERS LLC reported owning SCHH?

HIGHLINE WEALTH PARTNERS LLC reported SCHH across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported SCHH position in HIGHLINE WEALTH PARTNERS LLC's portfolio?

The largest reported portfolio weight for SCHH was 0.01% in 2025 Q1.

What is the latest reported SCHH position on this page?

The most recent filing on this page is 2025 Q3, when HIGHLINE WEALTH PARTNERS LLC reported 44 shares, equal to 0.00% of portfolio, with an estimated market value of $949.

What does the chart on this SCHH ownership page compare?

The chart compares HIGHLINE WEALTH PARTNERS LLC's quarterly SCHH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HIGHLINE WEALTH PARTNERS LLC time their SCHH position?

Based on 13F filing dates vs. subsequent SCHH price moves, HIGHLINE WEALTH PARTNERS LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on SCHH relative to SPY over the holding period was -9.4%.

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