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 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

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Root Financial Partners increased its Schwab US Broad Market ETF (SCHB) stake by 11% in Q2 2026, buying an estimated $73.3K and bringing the position to 26,800 shares worth $776K. The position accounts for 0.03% of the portfolio, ranked #143.

Root Financial Partners first reported a position in SCHB in Q2 2024 and has held it in 9 quarters since. The position peaked at $875K in Q2 2024. 1,392 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

Root Financial Partners held 26,800 shares of Schwab US Broad Market ETF worth $776K as of Q2 2026.
Root Financial Partners bought 2,617 Schwab US Broad Market ETF shares in Q2 2026, an estimated $73.3K.
Schwab US Broad Market ETF made up 0.03% of Root Financial Partners's portfolio in Q2 2026, its #143 holding.
Root Financial Partners first reported a position in Schwab US Broad Market ETF in Q2 2024 and has held it in 9 quarters since.
Root Financial Partners's Schwab US Broad Market ETF position peaked at $875K in Q2 2024.
1,392 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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