Root Financial Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$360K	Buy	+9,863	New	+$360K	0.01%	282
2026 Q2	–	Sell	-3,554	Closed	-$117K	–	2652
2026 Q1	$117K	Sell	3,554 -533	-13%	-$18.2K	0.01%	507
2025 Q4	$134K	Buy	4,087 +2,896	+243%	+$96.6K	0.01%	374
2025 Q3	$39.7K	Buy	+1,191	New	+$37.5K	﹤0.01%	758

Other funds holding SCHE

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Rebalance Palo Alto, California $1.94B AUM 8.87% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

Root Financial Partners opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q3 2026: 9,863 shares worth $360K. The stake represents 0.01% of the portfolio and ranks #282 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SCHE as recently as Q1 2026.

Root Financial Partners first reported a position in SCHE in Q3 2025 and has held it in 4 quarters since. 809 funds tracked by Wall St. Rank hold SCHE as of Q3 2026.

Root Financial Partners held 9,863 shares of Schwab Emerging Markets Equity ETF worth $360K as of Q3 2026.
Schwab Emerging Markets Equity ETF was a new Root Financial Partners position in Q3 2026.
Schwab Emerging Markets Equity ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #282 holding.
Root Financial Partners first reported a position in Schwab Emerging Markets Equity ETF in Q3 2025 and has held it in 4 quarters since.
809 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2026.

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