RFP
SCHC icon

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

Root Financial Partners’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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

TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Root Financial Partners's SCHC Position: Q1 2026 in Review

Root Financial Partners reduced its Schwab International Small-Cap Equity ETF (SCHC) stake by 18% in Q1 2026, selling an estimated $26K and leaving 2,483 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #516.

Root Financial Partners first reported a position in SCHC in Q3 2025 and has held it in 3 quarters since. The position peaked at $138K in Q4 2025. 489 funds tracked by Wall St. Rank hold SCHC as of Q1 2026.

  • Root Financial Partners held 2,483 shares of Schwab International Small-Cap Equity ETF worth $116K as of Q1 2026.
  • Root Financial Partners sold 538 Schwab International Small-Cap Equity ETF shares in Q1 2026, an estimated $26K.
  • Schwab International Small-Cap Equity ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #516 holding.
  • Root Financial Partners first reported a position in Schwab International Small-Cap Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Schwab International Small-Cap Equity ETF position peaked at $138K in Q4 2025.
  • 489 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.