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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
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

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SC
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Creative Planning
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

Root Financial Partners sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q2 2026, closing a stake of 2,483 shares — an estimated $116K sold.

Root Financial Partners first reported a position in SCHC in Q3 2025 and held it in 3 quarters. The position peaked at $138K in Q4 2025. 523 funds tracked by Wall St. Rank hold SCHC as of Q2 2026.

  • Root Financial Partners reported no remaining Schwab International Small-Cap Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,483 Schwab International Small-Cap Equity ETF shares in Q2 2026, an estimated $116K.
  • Root Financial Partners first reported a position in Schwab International Small-Cap Equity ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Schwab International Small-Cap Equity ETF position peaked at $138K in Q4 2025.
  • 523 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q2 2026.

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