Root Financial Partners’s Schwab Short-Term US Treasury ETF SCHO Stock Holding History

Root Financial Partners’s Portfolio SCHO Stock Details SCHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$114K	Buy	+4,781	New	+$115K	﹤0.01%	672
2026 Q2	–	Sell	-69	Closed	-$1.68K	–	2657
2026 Q1	$1.68K	Sell	69 -9,306	-99%	-$227K	﹤0.01%	2392
2025 Q4	$228K	Buy	9,375 +9,121	+3,591%	+$222K	0.01%	275
2025 Q3	$6.2K	Buy	+254	New	+$6.18K	﹤0.01%	1638

Other funds holding SCHO

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.81B AUM 12.54% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

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

Root Financial Partners opened a new position in Schwab Short-Term US Treasury ETF (SCHO) in Q3 2026: 4,781 shares worth $114K. The stake represents ﹤0.01% of the portfolio and ranks #672 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SCHO as recently as Q1 2026.

Root Financial Partners first reported a position in SCHO in Q3 2025 and has held it in 4 quarters since. The position peaked at $228K in Q4 2025. 665 funds tracked by Wall St. Rank hold SCHO as of Q3 2026.

Root Financial Partners held 4,781 shares of Schwab Short-Term US Treasury ETF worth $114K as of Q3 2026.
Schwab Short-Term US Treasury ETF was a new Root Financial Partners position in Q3 2026.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #672 holding.
Root Financial Partners first reported a position in Schwab Short-Term US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's Schwab Short-Term US Treasury ETF position peaked at $228K in Q4 2025.
665 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q3 2026.

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