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 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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Root Financial Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.25% in Q2 2026, buying an estimated $6.5K and bringing the position to 82,129 shares worth $2.6M. The position accounts for 0.1% of the portfolio, ranked #63.

Root Financial Partners first reported a position in SCHD in Q2 2024 and has held it in 9 quarters since. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Root Financial Partners held 82,129 shares of Schwab US Dividend Equity ETF worth $2.6M as of Q2 2026.
Root Financial Partners bought 205 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $6.5K.
Schwab US Dividend Equity ETF made up 0.1% of Root Financial Partners's portfolio in Q2 2026, its #63 holding.
Root Financial Partners first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 9 quarters since.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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