Root Financial Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Root Financial 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 Q1	$841K	Buy	28,922 +10,484	+57%	+$314K	0.04%	114
2025 Q4	$525K	Buy	18,438 +5,729	+45%	+$162K	0.03%	154
2025 Q3	$355K	Buy	12,709 +2,950	+30%	+$78.9K	0.02%	189
2025 Q2	$247K	Buy	9,759 +57	+0.6%	+$1.35K	0.02%	212
2025 Q1	$227K	Buy	+9,702	New	+$247K	0.02%	190

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Root Financial Partners's SCHA Position: Q1 2026 in Review

Root Financial Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 57% in Q1 2026, buying an estimated $314K and bringing the position to 28,922 shares worth $841K. The position accounts for 0.04% of the portfolio, ranked #114.

Root Financial Partners first reported a position in SCHA in Q1 2025 and has held it in 5 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Root Financial Partners held 28,922 shares of Schwab U.S Small- Cap ETF worth $841K as of Q1 2026.
Root Financial Partners bought 10,484 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $314K.
Schwab U.S Small- Cap ETF made up 0.04% of Root Financial Partners's portfolio in Q1 2026, its #114 holding.
Root Financial Partners first reported a position in Schwab U.S Small- Cap ETF in Q1 2025 and has held it in 5 quarters since.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.