Root Financial Partners’s Schwab 1000 Index ETF SCHK Stock Holding History

Root Financial Partners’s Portfolio SCHK Stock Details SCHK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.79K	Buy	+153	New	+$5.01K	﹤0.01%	1973

Other funds holding SCHK

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

WIM

Warwick Investment Management Bryan, Texas $690M AUM 17.95% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

PSA

Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Root Financial Partners's SCHK Position: Q1 2026 in Review

Root Financial Partners opened a new position in Schwab 1000 Index ETF (SCHK) in Q1 2026: 153 shares worth $4.79K. The stake represents ﹤0.01% of the portfolio and ranks #1973 among its holdings.

235 funds tracked by Wall St. Rank hold SCHK as of Q1 2026.

Root Financial Partners held 153 shares of Schwab 1000 Index ETF worth $4.79K as of Q1 2026.
Schwab 1000 Index ETF was a new Root Financial Partners position in Q1 2026.
Schwab 1000 Index ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1973 holding.
235 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.