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 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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Root Financial Partners increased its Schwab US Dividend Equity ETF (SCHD) stake by 37% in Q1 2026, buying an estimated $677K and bringing the position to 81,924 shares worth $2.51M. The position accounts for 0.12% of the portfolio, ranked #53.

Root Financial Partners first reported a position in SCHD in Q2 2024 and has held it in 8 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Root Financial Partners held 81,924 shares of Schwab US Dividend Equity ETF worth $2.51M as of Q1 2026.
Root Financial Partners bought 22,322 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $677K.
Schwab US Dividend Equity ETF made up 0.12% of Root Financial Partners's portfolio in Q1 2026, its #53 holding.
Root Financial Partners first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and has held it in 8 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

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