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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Root Financial Partners's SCHO Position: Q2 2026 in Review

Root Financial Partners sold out of Schwab Short-Term US Treasury ETF (SCHO) in Q2 2026, closing a stake of 69 shares — an estimated $1.68K sold.

Root Financial Partners first reported a position in SCHO in Q3 2025 and held it in 3 quarters. The position peaked at $228K in Q4 2025. 721 funds tracked by Wall St. Rank hold SCHO as of Q2 2026.

Root Financial Partners reported no remaining Schwab Short-Term US Treasury ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 69 Schwab Short-Term US Treasury ETF shares in Q2 2026, an estimated $1.68K.
Root Financial Partners first reported a position in Schwab Short-Term US Treasury ETF in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Schwab Short-Term US Treasury ETF position peaked at $228K in Q4 2025.
721 funds tracked by Wall St. Rank held Schwab Short-Term US Treasury ETF as of Q2 2026.

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