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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

Root Financial Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 48% in Q1 2026, buying an estimated $285K and bringing the position to 28,212 shares worth $822K. The position accounts for 0.04% of the portfolio, ranked #115.

Root Financial Partners first reported a position in SCHG in Q2 2025 and has held it in 4 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Root Financial Partners held 28,212 shares of Schwab US Large-Cap Growth ETF worth $822K as of Q1 2026.
  • Root Financial Partners bought 9,183 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $285K.
  • Schwab US Large-Cap Growth ETF made up 0.04% of Root Financial Partners's portfolio in Q1 2026, its #115 holding.
  • Root Financial Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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