Root Financial Partners
SCHH icon

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
Q3 		$362K Buy
16,434
+4,432
+37% +$105K 0.01% 280
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

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
DUMAC Inc
DUMAC Inc Durham, North Carolina $1.75B AUM 16.66% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Benjamin Edwards Inc
Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return
Mason Street Advisors
Mason Street Advisors Milwaukee, Wisconsin $1.06B AUM 4.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

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

Root Financial Partners increased its Schwab US REIT ETF (SCHH) stake by 37% in Q3 2026, buying an estimated $105K and bringing the position to 16,434 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #280.

Root Financial Partners first reported a position in SCHH in Q1 2023 and has held it in 15 quarters since. The position peaked at $942K in Q4 2023. 532 funds tracked by Wall St. Rank hold SCHH as of Q3 2026.

  • Root Financial Partners held 16,434 shares of Schwab US REIT ETF worth $362K as of Q3 2026.
  • Root Financial Partners bought 4,432 Schwab US REIT ETF shares in Q3 2026, an estimated $105K.
  • Schwab US REIT ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #280 holding.
  • Root Financial Partners first reported a position in Schwab US REIT ETF in Q1 2023 and has held it in 15 quarters since.
  • Root Financial Partners's Schwab US REIT ETF position peaked at $942K in Q4 2023.
  • 532 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q3 2026.

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