Root Financial Partners
SCHK icon

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
Q3 		$5.62K Buy
+153
New +$5.6K ﹤0.01% 2182
2026
Q2 		– Sell
-153
Closed -$4.79K – 2654
2026
Q1 		$4.79K Buy
+153
New +$5.01K ﹤0.01% 1973

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

Root Financial Partners opened a new position in Schwab 1000 Index ETF (SCHK) in Q3 2026: 153 shares worth $5.62K. The stake represents ﹤0.01% of the portfolio and ranks #2182 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SCHK as recently as Q1 2026.

Root Financial Partners first reported a position in SCHK in Q1 2026 and has held it in 2 quarters since. 180 funds tracked by Wall St. Rank hold SCHK as of Q3 2026.

  • Root Financial Partners held 153 shares of Schwab 1000 Index ETF worth $5.62K as of Q3 2026.
  • Schwab 1000 Index ETF was a new Root Financial Partners position in Q3 2026.
  • Schwab 1000 Index ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2182 holding.
  • Root Financial Partners first reported a position in Schwab 1000 Index ETF in Q1 2026 and has held it in 2 quarters since.
  • 180 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2026.

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