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 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Root Financial Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 25% in Q2 2026, buying an estimated $238K and bringing the position to 35,380 shares worth $1.2M. The position accounts for 0.05% of the portfolio, ranked #110.

Root Financial Partners first reported a position in SCHG in Q2 2025 and has held it in 5 quarters since. 1,671 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Root Financial Partners held 35,380 shares of Schwab US Large-Cap Growth ETF worth $1.2M as of Q2 2026.
Root Financial Partners bought 7,168 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $238K.
Schwab US Large-Cap Growth ETF made up 0.05% of Root Financial Partners's portfolio in Q2 2026, its #110 holding.
Root Financial Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,671 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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