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 Q3	$664K	Buy	6,794 +1,527	+29%	+$161K	0.02%	186
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

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Provident Trust Company Waukesha, Wisconsin $3.22B AUM 13.63% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

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

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

Root Financial Partners increased its Charles Schwab (SCHW) stake by 29% in Q3 2026, buying an estimated $161K and bringing the position to 6,794 shares worth $664K. The position accounts for 0.02% of the portfolio, ranked #186.

Root Financial Partners first reported a position in SCHW in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.21M in Q4 2024. 973 funds tracked by Wall St. Rank hold SCHW as of Q3 2026.

Root Financial Partners held 6,794 shares of Charles Schwab worth $664K as of Q3 2026.
Root Financial Partners bought 1,527 Charles Schwab shares in Q3 2026, an estimated $161K.
Charles Schwab made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #186 holding.
Root Financial Partners first reported a position in Charles Schwab in Q4 2024 and has held it in 8 quarters since.
Root Financial Partners's Charles Schwab position peaked at $1.21M in Q4 2024.
973 funds tracked by Wall St. Rank held Charles Schwab as of Q3 2026.

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