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 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

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

Root Financial Partners increased its Schwab International Equity ETF (SCHF) stake by 52% in Q2 2026, buying an estimated $684K and bringing the position to 74,165 shares worth $2.05M. The position accounts for 0.08% of the portfolio, ranked #75.

Root Financial Partners first reported a position in SCHF in Q2 2024 and has held it in 8 quarters since. 1,669 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

Root Financial Partners held 74,165 shares of Schwab International Equity ETF worth $2.05M as of Q2 2026.
Root Financial Partners bought 25,389 Schwab International Equity ETF shares in Q2 2026, an estimated $684K.
Schwab International Equity ETF made up 0.08% of Root Financial Partners's portfolio in Q2 2026, its #75 holding.
Root Financial Partners first reported a position in Schwab International Equity ETF in Q2 2024 and has held it in 8 quarters since.
1,669 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

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