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

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WA
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PWMA
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Root Financial Partners's SCHK Position: Q2 2026 in Review

Root Financial Partners sold out of Schwab 1000 Index ETF (SCHK) in Q2 2026, closing a stake of 153 shares — an estimated $4.79K sold.

Root Financial Partners first reported a position in SCHK in Q1 2026 and held it in 1 quarter. The position peaked at $4.79K in Q1 2026. 268 funds tracked by Wall St. Rank hold SCHK as of Q2 2026.

  • Root Financial Partners reported no remaining Schwab 1000 Index ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 153 Schwab 1000 Index ETF shares in Q2 2026, an estimated $4.79K.
  • Root Financial Partners first reported a position in Schwab 1000 Index ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Schwab 1000 Index ETF position peaked at $4.79K in Q1 2026.
  • 268 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q2 2026.

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