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SCHR

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
Q1 		$573 Sell
23
-7
-23% -$175 ﹤0.01% 2821
2025
Q4 		$752 Sell
30
-45
-60% -$1.13K ﹤0.01% 2159
2025
Q3 		$1.89K Buy
+75
New +$1.87K ﹤0.01% 1965

Other funds holding SCHR

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
CWA
Cornerstone Wealth Advisors Edina, Minnesota $477M AUM 14.5% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

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

Root Financial Partners reduced its Schwab Intermediately-Term US Treasury ETF (SCHR) stake by 23% in Q1 2026, selling an estimated $175 and leaving 23 shares worth $573. The position accounts for ﹤0.01% of the portfolio, ranked #2821.

Root Financial Partners first reported a position in SCHR in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.89K in Q3 2025. 510 funds tracked by Wall St. Rank hold SCHR as of Q1 2026.

  • Root Financial Partners held 23 shares of Schwab Intermediately-Term US Treasury ETF worth $573 as of Q1 2026.
  • Root Financial Partners sold 7 Schwab Intermediately-Term US Treasury ETF shares in Q1 2026, an estimated $175.
  • Schwab Intermediately-Term US Treasury ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2821 holding.
  • Root Financial Partners first reported a position in Schwab Intermediately-Term US Treasury ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Schwab Intermediately-Term US Treasury ETF position peaked at $1.89K in Q3 2025.
  • 510 funds tracked by Wall St. Rank held Schwab Intermediately-Term US Treasury ETF as of Q1 2026.

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