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Root Financial Partners’s Schwab US Large- Cap ETF SCHX Stock Holding History

Root Financial Partners’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.49M Buy
84,516
+35,194
+71% +$1M 0.1% 66
2026
Q1 		$1.26M Buy
49,322
+11,079
+29% +$297K 0.06% 84
2025
Q4 		$1.03M Buy
38,243
+10,093
+36% +$270K 0.05% 95
2025
Q3 		$741K Buy
28,150
+4,781
+20% +$121K 0.05% 107
2025
Q2 		$571K Sell
23,369
-10,076
-30% -$228K 0.06% 113
2025
Q1 		$738K Buy
33,445
+3,079
+10% +$71.7K 0.08% 85
2024
Q4 		$704K Buy
30,366
+9,876
+48% +$230K 0.09% 88
2024
Q3 		$463K Buy
20,490
+21
+0.1% +$458 0.07% 96
2024
Q2 		$438K Buy
20,469
+777
+4% +$16.1K 0.1% 74
2024
Q1 		$407K Buy
19,692
+30
+0.2% +$591 0.12% 64
2023
Q4 		$370K Buy
19,662
+747
+4% +$13.1K 0.14% 57
2023
Q3 		$319K Buy
18,915
+33
+0.2% +$579 0.17% 54
2023
Q2 		$330K Buy
+18,882
New +$312K 0.2% 51

Other funds holding SCHX

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return

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

Root Financial Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 71% in Q2 2026, buying an estimated $1M and bringing the position to 84,516 shares worth $2.49M. The position accounts for 0.1% of the portfolio, ranked #66.

Root Financial Partners first reported a position in SCHX in Q2 2023 and has held it in 13 quarters since. 1,605 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Root Financial Partners held 84,516 shares of Schwab US Large- Cap ETF worth $2.49M as of Q2 2026.
  • Root Financial Partners bought 35,194 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $1M.
  • Schwab US Large- Cap ETF made up 0.1% of Root Financial Partners's portfolio in Q2 2026, its #66 holding.
  • Root Financial Partners first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,605 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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