Root Financial Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Root Financial Partners’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.73M	Buy	176,057 +93,928	+114%	+$3.17M	0.19%	46
2026 Q2	$2.6M	Buy	82,129 +205	+0.3%	+$6.5K	0.1%	63
2026 Q1	$2.51M	Buy	81,924 +22,322	+37%	+$677K	0.12%	53
2025 Q4	$1.63M	Sell	59,602 -11,454	-16%	-$311K	0.08%	69
2025 Q3	$1.94M	Buy	71,056 +21,651	+44%	+$591K	0.12%	56
2025 Q2	$1.31M	Sell	49,405 -3,621	-7%	-$94.6K	0.13%	61
2025 Q1	$1.48M	Buy	53,026 +12,967	+32%	+$361K	0.16%	49
2024 Q4	$1.09M	Buy	40,059 +32,283	+415%	+$918K	0.14%	56
2024 Q3	$219K	Sell	7,776 -564	-7%	-$15.4K	0.04%	144
2024 Q2	$216K	Buy	+8,340	New	+$217K	0.05%	107

Other funds holding SCHD

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Keystone Financial Planning Cleveland, Ohio $404M AUM 16.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

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

Root Financial Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 114% in Q3 2026, buying an estimated $3.17M and bringing the position to 176,057 shares worth $5.73M. The position accounts for 0.19% of the portfolio, ranked #46.

Root Financial Partners first reported a position in SCHD in Q2 2024 and has held it in 10 quarters since. 1,037 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

Root Financial Partners held 176,057 shares of Schwab US Dividend Equity ETF worth $5.73M as of Q3 2026.
Root Financial Partners bought 93,928 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $3.17M.
Schwab US Dividend Equity ETF made up 0.19% of Root Financial Partners's portfolio in Q3 2026, its #46 holding.
Root Financial Partners first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 10 quarters since.
1,037 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

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