Root Financial Partners
SCHM icon

Root Financial Partners’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Root Financial Partners’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$90K Buy
+2,646
New +$93.7K ﹤0.01% 786
2026
Q2 		– Sell
-3,862
Closed -$120K – 2656
2026
Q1 		$120K Buy
3,862
+910
+31% +$29K 0.01% 499
2025
Q4 		$88.8K Hold
2,952
– – ﹤0.01% 507
2025
Q3 		$87.5K Buy
+2,952
New +$85.9K 0.01% 481

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

Root Financial Partners opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q3 2026: 2,646 shares worth $90K. The stake represents ﹤0.01% of the portfolio and ranks #786 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SCHM as recently as Q1 2026.

Root Financial Partners first reported a position in SCHM in Q3 2025 and has held it in 4 quarters since. The position peaked at $120K in Q1 2026. 528 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Root Financial Partners held 2,646 shares of Schwab US Mid-Cap ETF worth $90K as of Q3 2026.
  • Schwab US Mid-Cap ETF was a new Root Financial Partners position in Q3 2026.
  • Schwab US Mid-Cap ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #786 holding.
  • Root Financial Partners first reported a position in Schwab US Mid-Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Schwab US Mid-Cap ETF position peaked at $120K in Q1 2026.
  • 528 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

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