Root Financial Partners’s Schwab US TIPS ETF SCHP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$415K	Buy	+16,504	New	+$427K	0.01%	257
2026 Q2	–	Sell	-5,389	Closed	-$143K	–	2658
2026 Q1	$143K	Buy	5,389 +2,371	+79%	+$63.3K	0.01%	430
2025 Q4	$79.9K	Sell	3,018 -6,480	-68%	-$174K	﹤0.01%	543
2025 Q3	$256K	Buy	+9,498	New	+$254K	0.02%	232
2025 Q1	–	Sell	-20,553	Closed	-$531K	–	225
2024 Q4	$531K	Buy	+20,553	New	+$540K	0.07%	108

Other funds holding SCHP

Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.92B AUM 5.51% 1-Year Est. Return

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

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

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Quadratic Capital Management Greenwich, Connecticut $184M AUM 6.96% 1-Year Est. Return

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

Root Financial Partners opened a new position in Schwab US TIPS ETF (SCHP) in Q3 2026: 16,504 shares worth $415K. The stake represents 0.01% of the portfolio and ranks #257 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SCHP as recently as Q1 2026.

Root Financial Partners first reported a position in SCHP in Q4 2024 and has held it in 5 quarters since. The position peaked at $531K in Q4 2024. 692 funds tracked by Wall St. Rank hold SCHP as of Q3 2026.

Root Financial Partners held 16,504 shares of Schwab US TIPS ETF worth $415K as of Q3 2026.
Schwab US TIPS ETF was a new Root Financial Partners position in Q3 2026.
Schwab US TIPS ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #257 holding.
Root Financial Partners first reported a position in Schwab US TIPS ETF in Q4 2024 and has held it in 5 quarters since.
Root Financial Partners's Schwab US TIPS ETF position peaked at $531K in Q4 2024.
692 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q3 2026.

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