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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
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
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Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Root Financial Partners reduced its Schwab International Equity ETF (SCHF) stake by 0.47% in Q1 2026, selling an estimated $5.85K and leaving 48,776 shares worth $1.21M. The position accounts for 0.06% of the portfolio, ranked #89.

Root Financial Partners first reported a position in SCHF in Q2 2024 and has held it in 7 quarters since. 1,590 funds tracked by Wall St. Rank hold SCHF as of Q1 2026.

  • Root Financial Partners held 48,776 shares of Schwab International Equity ETF worth $1.21M as of Q1 2026.
  • Root Financial Partners sold 230 Schwab International Equity ETF shares in Q1 2026, an estimated $5.85K.
  • Schwab International Equity ETF made up 0.06% of Root Financial Partners's portfolio in Q1 2026, its #89 holding.
  • Root Financial Partners first reported a position in Schwab International Equity ETF in Q2 2024 and has held it in 7 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q1 2026.

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