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 Q3	$1.05M	Buy	32,330 +890	+3%	+$30.4K	0.04%	127
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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $698M AUM 11.67% 1-Year Est. Return

BlueSky Wealth Advisors New Bern, North Carolina $865M AUM 9.64% 1-Year Est. Return

Root Financial Partners's SCHA Position: Q3 2026 in Review

Root Financial Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2.8% in Q3 2026, buying an estimated $30.4K and bringing the position to 32,330 shares worth $1.05M. The position accounts for 0.04% of the portfolio, ranked #127.

Root Financial Partners first reported a position in SCHA in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.14M in Q2 2026. 663 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

Root Financial Partners held 32,330 shares of Schwab U.S Small- Cap ETF worth $1.05M as of Q3 2026.
Root Financial Partners bought 890 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $30.4K.
Schwab U.S Small- Cap ETF made up 0.04% of Root Financial Partners's portfolio in Q3 2026, its #127 holding.
Root Financial Partners first reported a position in Schwab U.S Small- Cap ETF in Q1 2025 and has held it in 7 quarters since.
Root Financial Partners's Schwab U.S Small- Cap ETF position peaked at $1.14M in Q2 2026.
663 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.