Root Financial Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5M	Buy	139,221 +103,841	+294%	+$3.64M	0.17%	50
2026 Q2	$1.2M	Buy	35,380 +7,168	+25%	+$238K	0.05%	110
2026 Q1	$822K	Buy	28,212 +9,183	+48%	+$285K	0.04%	115
2025 Q4	$621K	Sell	19,029 -1,606	-8%	-$52.2K	0.03%	135
2025 Q3	$658K	Buy	20,635 +672	+3%	+$20.5K	0.04%	115
2025 Q2	$583K	Buy	+19,963	New	+$528K	0.06%	110

Other funds holding SCHG

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

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

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

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

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

Root Financial Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 294% in Q3 2026, buying an estimated $3.64M and bringing the position to 139,221 shares worth $5M. The position accounts for 0.17% of the portfolio, ranked #50.

Root Financial Partners first reported a position in SCHG in Q2 2025 and has held it in 6 quarters since. 829 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Root Financial Partners held 139,221 shares of Schwab US Large-Cap Growth ETF worth $5M as of Q3 2026.
Root Financial Partners bought 103,841 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $3.64M.
Schwab US Large-Cap Growth ETF made up 0.17% of Root Financial Partners's portfolio in Q3 2026, its #50 holding.
Root Financial Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 6 quarters since.
829 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

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