Root Financial Partners’s Schwab International Equity ETF SCHF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.85M	Buy	103,584 +29,419	+40%	+$818K	0.1%	64
2026 Q2	$2.05M	Buy	74,165 +25,389	+52%	+$684K	0.08%	75
2026 Q1	$1.21M	Sell	48,776 -230	-0.5%	-$5.85K	0.06%	89
2025 Q4	$1.18M	Buy	49,006 +13,576	+38%	+$323K	0.06%	84
2025 Q3	$825K	Buy	35,430 +15,599	+79%	+$352K	0.05%	96
2025 Q2	$438K	Buy	19,831 +3,601	+22%	+$75K	0.04%	142
2025 Q1	$321K	Buy	16,230 +4,342	+37%	+$85.2K	0.03%	148
2024 Q4	$220K	Buy	+11,888	New	+$232K	0.03%	193
2024 Q3	–	Sell	-14,974	Closed	-$288K	–	156
2024 Q2	$288K	Buy	+14,974	New	+$290K	0.07%	93

Other funds holding SCHF

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

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

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

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 13.4% 1-Year Est. Return

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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

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

Root Financial Partners increased its Schwab International Equity ETF (SCHF) stake by 40% in Q3 2026, buying an estimated $818K and bringing the position to 103,584 shares worth $2.85M. The position accounts for 0.1% of the portfolio, ranked #64.

Root Financial Partners first reported a position in SCHF in Q2 2024 and has held it in 9 quarters since. 836 funds tracked by Wall St. Rank hold SCHF as of Q3 2026.

Root Financial Partners held 103,584 shares of Schwab International Equity ETF worth $2.85M as of Q3 2026.
Root Financial Partners bought 29,419 Schwab International Equity ETF shares in Q3 2026, an estimated $818K.
Schwab International Equity ETF made up 0.1% of Root Financial Partners's portfolio in Q3 2026, its #64 holding.
Root Financial Partners first reported a position in Schwab International Equity ETF in Q2 2024 and has held it in 9 quarters since.
836 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q3 2026.

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