Root Financial Partners’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$183K Buy
+3,687
New +$184K 0.01% 475
2026
Q2
– Sell
-2,483
Closed -$116K – 2651
2026
Q1
$116K Sell
2,483
-538
-18% -$26K 0.01% 516
2025
Q4
$138K Buy
3,021
+1,332
+79% +$60.4K 0.01% 367
2025
Q3
$76.9K Buy
+1,689
New +$74.2K ﹤0.01% 526

Other funds holding SCHC

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

Root Financial Partners opened a new position in Schwab International Small-Cap Equity ETF (SCHC) in Q3 2026: 3,687 shares worth $183K. The stake represents 0.01% of the portfolio and ranks #475 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SCHC as recently as Q1 2026.

Root Financial Partners first reported a position in SCHC in Q3 2025 and has held it in 4 quarters since. 473 funds tracked by Wall St. Rank hold SCHC as of Q3 2026.

  • Root Financial Partners held 3,687 shares of Schwab International Small-Cap Equity ETF worth $183K as of Q3 2026.
  • Schwab International Small-Cap Equity ETF was a new Root Financial Partners position in Q3 2026.
  • Schwab International Small-Cap Equity ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #475 holding.
  • Root Financial Partners first reported a position in Schwab International Small-Cap Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 473 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2026.

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