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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
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: Q2 2026 in Review

Root Financial Partners sold out of Schwab US Mid-Cap ETF (SCHM) in Q2 2026, closing a stake of 3,862 shares — an estimated $120K sold.

Root Financial Partners first reported a position in SCHM in Q3 2025 and held it in 3 quarters. The position peaked at $120K in Q1 2026. 1,070 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Root Financial Partners reported no remaining Schwab US Mid-Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 3,862 Schwab US Mid-Cap ETF shares in Q2 2026, an estimated $120K.
  • Root Financial Partners first reported a position in Schwab US Mid-Cap ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Schwab US Mid-Cap ETF position peaked at $120K in Q1 2026.
  • 1,070 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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