Root Financial Partners’s Schwab Intermediately-Term US Treasury ETF SCHR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$31.4K	Buy	+1,327	New	+$32.2K	﹤0.01%	1318
2026 Q2	–	Sell	-23	Closed	-$573	–	2659
2026 Q1	$573	Sell	23 -7	-23%	-$175	﹤0.01%	2821
2025 Q4	$752	Sell	30 -45	-60%	-$1.13K	﹤0.01%	2159
2025 Q3	$1.88K	Buy	+75	New	+$1.87K	﹤0.01%	1965

Other funds holding SCHR

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

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

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

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 8.54% 1-Year Est. Return

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

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

Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return

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

Root Financial Partners opened a new position in Schwab Intermediately-Term US Treasury ETF (SCHR) in Q3 2026: 1,327 shares worth $31.4K. The stake represents ﹤0.01% of the portfolio and ranks #1318 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SCHR as recently as Q1 2026.

Root Financial Partners first reported a position in SCHR in Q3 2025 and has held it in 4 quarters since. 463 funds tracked by Wall St. Rank hold SCHR as of Q3 2026.

Root Financial Partners held 1,327 shares of Schwab Intermediately-Term US Treasury ETF worth $31.4K as of Q3 2026.
Schwab Intermediately-Term US Treasury ETF was a new Root Financial Partners position in Q3 2026.
Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1318 holding.
Root Financial Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2025 and has held it in 4 quarters since.
463 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q3 2026.

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