HIGHLINE WEALTH PARTNERS LLC

Position in SCHW — Schwab Charles Corp

CIK 2042654 SHERMAN OAKS, CA

Position in SCHW

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$82,581

+$44,238 QoQ

Shares Held

895

+119.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,038

of 2,304 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HIGHLINE WEALTH PARTNERS LLC holds $7,823,929 across 10 Capital Markets names. SCHW ranks #2 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	7,561	$7,646,968
2	SCHW	Schwab Charles Corp This page	895	$82,581
3	MS	Morgan Stanley	240	$50,169
4	HOOD	Robinhood Markets, Inc.	147	$14,741
5	EVR	Evercore Inc.	25	$8,536
6	VIRT	Virtu Financial, Inc.	137	$8,161
7	IREN	IREN Ltd	157	$7,179
8	NMR	Nomura Holdings Inc	319	$2,800

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$82,581	895	+119.4%	Shares	Sole	2026-07-15
2026-03-31	$38,343	408	+11.2%	Shares	Sole	2026-04-06
2025-12-31	$36,666	367	-88.5%	Shares	Sole	2026-01-15
2025-09-30	$305,504	3,200	+3.5%	Shares	Sole	2025-10-14
2025-06-30	$282,022	3,091	+0.4%	Shares	Sole	2025-07-16
2025-03-31	$240,945	3,078	+1.8%	Shares	Sole	2025-04-17
2024-12-31	$223,806	3,024	-9.2%	Shares	Sole	2025-01-10
2024-09-30	$215,817	3,330	+12.8%	Shares	Sole	2024-10-25
2024-06-30	$217,459	2,951	+0.2%	Shares	Sole	2024-10-28
2024-03-31	$213,113	2,946	0.0%	Shares	Sole	2024-10-28
2023-12-31	$202,684	2,946	0.0%	Shares	Sole	2024-10-29
2023-09-30	$161,735	2,946	0.0%	Shares	Sole	2024-10-29
2023-06-30	$166,979	2,946	+11230.8%	Shares	Sole	2024-10-29
2023-03-31	$1,361	26	-29.7%	Shares	Sole	2024-10-29
2022-12-31	$3,080	37	0.0%	Shares	Sole	2024-10-29
2022-09-30	$2,659	37	—	Shares	Sole	2024-10-29
No filing history on record for this holder in this stock.