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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Root Financial Partners increased its Charles Schwab (SCHW) stake by 39% in Q1 2026, buying an estimated $135K and bringing the position to 4,869 shares worth $458K. The position accounts for 0.02% of the portfolio, ranked #178.

Root Financial Partners first reported a position in SCHW in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.21M in Q4 2024. 2,320 funds tracked by Wall St. Rank hold SCHW as of Q1 2026.

  • Root Financial Partners held 4,869 shares of Charles Schwab worth $458K as of Q1 2026.
  • Root Financial Partners bought 1,377 Charles Schwab shares in Q1 2026, an estimated $135K.
  • Charles Schwab made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #178 holding.
  • Root Financial Partners first reported a position in Charles Schwab in Q4 2024 and has held it in 6 quarters since.
  • Root Financial Partners's Charles Schwab position peaked at $1.21M in Q4 2024.
  • 2,320 funds tracked by Wall St. Rank held Charles Schwab as of Q1 2026.

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