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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
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

Other funds holding SCHM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Root Financial Partners increased its Schwab US Mid-Cap ETF (SCHM) stake by 31% in Q1 2026, buying an estimated $29K and bringing the position to 3,862 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #499.

Root Financial Partners first reported a position in SCHM in Q3 2025 and has held it in 3 quarters since. 1,011 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

  • Root Financial Partners held 3,862 shares of Schwab US Mid-Cap ETF worth $120K as of Q1 2026.
  • Root Financial Partners bought 910 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $29K.
  • Schwab US Mid-Cap ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #499 holding.
  • Root Financial Partners first reported a position in Schwab US Mid-Cap ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,011 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

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