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Root Financial Partners’s Schwab US REIT ETF SCHH Stock Holding History

Root Financial Partners’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$284K Sell
12,002
-1,262
-10% -$29.4K 0.01% 304
2026
Q1 		$285K Sell
13,264
-2,936
-18% -$64.4K 0.01% 256
2025
Q4 		$338K Sell
16,200
-7,556
-32% -$160K 0.02% 212
2025
Q3 		$512K Buy
23,756
+2,349
+11% +$50.1K 0.03% 141
2025
Q2 		$453K Sell
21,407
-14,820
-41% -$310K 0.04% 135
2025
Q1 		$779K Buy
36,227
+2,163
+6% +$46.2K 0.08% 82
2024
Q4 		$717K Sell
34,064
-3,103
-8% -$69.4K 0.09% 84
2024
Q3 		$861K Sell
37,167
-8,299
-18% -$182K 0.14% 55
2024
Q2 		$908K Buy
45,466
+525
+1% +$10.2K 0.21% 39
2024
Q1 		$912K Sell
44,941
-560
-1% -$11.2K 0.27% 36
2023
Q4 		$942K Buy
45,501
+2,216
+5% +$41.2K 0.35% 29
2023
Q3 		$768K Buy
43,285
+840
+2% +$16.2K 0.41% 31
2023
Q2 		$829K Sell
42,445
-2,877
-6% -$55.2K 0.49% 28
2023
Q1 		$884K Buy
+45,322
New +$908K 0.63% 27

Other funds holding SCHH

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DI
DUMAC Inc Durham, North Carolina $1.1B AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Root Financial Partners reduced its Schwab US REIT ETF (SCHH) stake by 9.5% in Q2 2026, selling an estimated $29.4K and leaving 12,002 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #304.

Root Financial Partners first reported a position in SCHH in Q1 2023 and has held it in 14 quarters since. The position peaked at $942K in Q4 2023. 594 funds tracked by Wall St. Rank hold SCHH as of Q2 2026.

  • Root Financial Partners held 12,002 shares of Schwab US REIT ETF worth $284K as of Q2 2026.
  • Root Financial Partners sold 1,262 Schwab US REIT ETF shares in Q2 2026, an estimated $29.4K.
  • Schwab US REIT ETF made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #304 holding.
  • Root Financial Partners first reported a position in Schwab US REIT ETF in Q1 2023 and has held it in 14 quarters since.
  • Root Financial Partners's Schwab US REIT ETF position peaked at $942K in Q4 2023.
  • 594 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2026.

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