Root Financial Partners
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
Q3 		$36.8K Buy
+1,718
New +$38.1K ﹤0.01% 1241
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

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Bouchey Financial Group
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WestHill Financial Advisors
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Janney Montgomery Scott
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Stifel Financial
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White & Co Financial Planning
White & Co Financial Planning Sunnyside, Washington $151M AUM 8.16% 1-Year Est. Return
Ogorek Anthony Joseph
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Root Financial Partners opened a new position in Schwab 5-10 Year Corporate Bond ETF (SCHI) in Q3 2026: 1,718 shares worth $36.8K. The stake represents ﹤0.01% of the portfolio and ranks #1241 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SCHI as recently as Q1 2026.

Root Financial Partners first reported a position in SCHI in Q3 2025 and has held it in 4 quarters since. 242 funds tracked by Wall St. Rank hold SCHI as of Q3 2026.

  • Root Financial Partners held 1,718 shares of Schwab 5-10 Year Corporate Bond ETF worth $36.8K as of Q3 2026.
  • Schwab 5-10 Year Corporate Bond ETF was a new Root Financial Partners position in Q3 2026.
  • Schwab 5-10 Year Corporate Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1241 holding.
  • Root Financial Partners first reported a position in Schwab 5-10 Year Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 242 funds tracked by Wall St. Rank held Schwab 5-10 Year Corporate Bond ETF as of Q3 2026.

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