Root Financial Partners
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Root Financial Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Root Financial Partners’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$902K Buy
30,790
+3,990
+15% +$117K 0.03% 153
2026
Q2 		$776K Buy
26,800
+2,617
+11% +$73.3K 0.03% 143
2026
Q1 		$607K Sell
24,183
-224
-0.9% -$5.88K 0.03% 147
2025
Q4 		$640K Sell
24,407
-2,897
-11% -$75.4K 0.03% 133
2025
Q3 		$702K Buy
27,304
+9,532
+54% +$236K 0.04% 108
2025
Q2 		$423K Sell
17,772
-18,226
-51% -$401K 0.04% 147
2025
Q1 		$778K Buy
35,998
+1,304
+4% +$29.7K 0.08% 83
2024
Q4 		$788K Buy
34,694
+11,993
+53% +$274K 0.1% 79
2024
Q3 		$503K Sell
22,701
-19,032
-46% -$406K 0.08% 91
2024
Q2 		$875K Buy
+41,733
New +$846K 0.2% 42

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

Root Financial Partners increased its Schwab US Broad Market ETF (SCHB) stake by 15% in Q3 2026, buying an estimated $117K and bringing the position to 30,790 shares worth $902K. The position accounts for 0.03% of the portfolio, ranked #153.

Root Financial Partners first reported a position in SCHB in Q2 2024 and has held it in 10 quarters since. 684 funds tracked by Wall St. Rank hold SCHB as of Q3 2026.

  • Root Financial Partners held 30,790 shares of Schwab US Broad Market ETF worth $902K as of Q3 2026.
  • Root Financial Partners bought 3,990 Schwab US Broad Market ETF shares in Q3 2026, an estimated $117K.
  • Schwab US Broad Market ETF made up 0.03% of Root Financial Partners's portfolio in Q3 2026, its #153 holding.
  • Root Financial Partners first reported a position in Schwab US Broad Market ETF in Q2 2024 and has held it in 10 quarters since.
  • 684 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q3 2026.

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