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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Root Financial Partners reduced its Schwab Short-Term US Treasury ETF (SCHO) stake by 99% in Q1 2026, selling an estimated $227K and leaving 69 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #2392.

Root Financial Partners first reported a position in SCHO in Q3 2025 and has held it in 3 quarters since. The position peaked at $228K in Q4 2025. 693 funds tracked by Wall St. Rank hold SCHO as of Q1 2026.

Root Financial Partners held 69 shares of Schwab Short-Term US Treasury ETF worth $1.68K as of Q1 2026.
Root Financial Partners sold 9,306 Schwab Short-Term US Treasury ETF shares in Q1 2026, an estimated $227K.
Schwab Short-Term US Treasury ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2392 holding.
Root Financial Partners first reported a position in Schwab Short-Term US Treasury ETF in Q3 2025 and has held it in 3 quarters since.
Root Financial Partners's Schwab Short-Term US Treasury ETF position peaked at $228K in Q4 2025.
693 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q1 2026.

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