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SCHW

Root Financial Partners’s Charles Schwab SCHW Stock Holding History

Root Financial Partners’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$486K Buy
5,267
+398
+8% +$36.3K 0.02% 199
2026
Q1 		$458K Buy
4,869
+1,377
+39% +$135K 0.02% 178
2025
Q4 		$349K Buy
3,492
+663
+23% +$62.9K 0.02% 207
2025
Q3 		$270K Sell
2,829
-106
-4% -$10.1K 0.02% 224
2025
Q2 		$268K Sell
2,935
-2,528
-46% -$212K 0.03% 198
2025
Q1 		$428K Sell
5,463
-10,883
-67% -$854K 0.05% 124
2024
Q4 		$1.21M Buy
+16,346
New +$1.22M 0.15% 52

Other funds holding SCHW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Root Financial Partners increased its Charles Schwab (SCHW) stake by 8.2% in Q2 2026, buying an estimated $36.3K and bringing the position to 5,267 shares worth $486K. The position accounts for 0.02% of the portfolio, ranked #199.

Root Financial Partners first reported a position in SCHW in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.21M in Q4 2024. 2,312 funds tracked by Wall St. Rank hold SCHW as of Q2 2026.

  • Root Financial Partners held 5,267 shares of Charles Schwab worth $486K as of Q2 2026.
  • Root Financial Partners bought 398 Charles Schwab shares in Q2 2026, an estimated $36.3K.
  • Charles Schwab made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #199 holding.
  • Root Financial Partners first reported a position in Charles Schwab in Q4 2024 and has held it in 7 quarters since.
  • Root Financial Partners's Charles Schwab position peaked at $1.21M in Q4 2024.
  • 2,312 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2026.

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