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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
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

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Root Financial Partners reduced its Schwab Emerging Markets Equity ETF (SCHE) stake by 13% in Q1 2026, selling an estimated $18.2K and leaving 3,554 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #507.

Root Financial Partners first reported a position in SCHE in Q3 2025 and has held it in 3 quarters since. The position peaked at $134K in Q4 2025. 864 funds tracked by Wall St. Rank hold SCHE as of Q1 2026.

  • Root Financial Partners held 3,554 shares of Schwab Emerging Markets Equity ETF worth $117K as of Q1 2026.
  • Root Financial Partners sold 533 Schwab Emerging Markets Equity ETF shares in Q1 2026, an estimated $18.2K.
  • Schwab Emerging Markets Equity ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #507 holding.
  • Root Financial Partners first reported a position in Schwab Emerging Markets Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Schwab Emerging Markets Equity ETF position peaked at $134K in Q4 2025.
  • 864 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2026.

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