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 Q2	$1.14M	Buy	31,440 +2,518	+9%	+$83.2K	0.04%	114
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 $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Root Financial Partners's SCHA Position: Q2 2026 in Review

Root Financial Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 8.7% in Q2 2026, buying an estimated $83.2K and bringing the position to 31,440 shares worth $1.14M. 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 6 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Root Financial Partners held 31,440 shares of Schwab U.S Small- Cap ETF worth $1.14M as of Q2 2026.
Root Financial Partners bought 2,518 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $83.2K.
Schwab U.S Small- Cap ETF made up 0.04% of Root Financial Partners's portfolio in Q2 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 6 quarters since.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.