RFP
SCHI icon

Root Financial Partners’s Schwab 5-10 Year Corporate Bond ETF SCHI Stock Holding History

Root Financial Partners’s Portfolio SCHI Stock Details SCHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-734
Closed -$16.6K – 2653
2026
Q1 		$16.6K Sell
734
-523
-42% -$12K ﹤0.01% 1429
2025
Q4 		$28.9K Buy
1,257
+660
+111% +$15.2K ﹤0.01% 969
2025
Q3 		$13.8K Buy
+597
New +$13.6K ﹤0.01% 1297

Other funds holding SCHI

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
WFA
WestHill Financial Advisors San Rafael, California $587M AUM 20.13% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
WCFP
White & Co Financial Planning Sunnyside, Washington $161M AUM 18.51% 1-Year Est. Return
FA
FF Advisors Manhattan Beach, California $267M AUM 22.35% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $361M AUM 23.03% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $479M AUM 31.52% 1-Year Est. Return

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

Root Financial Partners sold out of Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q2 2026, closing a stake of 734 shares — an estimated $16.6K sold.

Root Financial Partners first reported a position in SCHI in Q3 2025 and held it in 3 quarters. The position peaked at $28.9K in Q4 2025. 104 funds tracked by Wall St. Rank hold SCHI as of Q2 2026.

  • Root Financial Partners reported no remaining Schwab 5-10 Year Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 734 Schwab 5-10 Year Corporate Bond ETF shares in Q2 2026, an estimated $16.6K.
  • Root Financial Partners first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Schwab 5-10 Year Corporate Bond ETF position peaked at $28.9K in Q4 2025.
  • 104 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q2 2026.

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