Root Financial Partners
SCHX icon

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
Q3 		$2.52M Sell
84,151
-365
-0.4% -$10.9K 0.08% 69
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

Sage Financial Group
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 12.94% 1-Year Est. Return
Diversified Enterprises
Diversified Enterprises Wilmington, Delaware $2.16B AUM 14.54% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

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

Root Financial Partners reduced its Schwab US Large- Cap ETF (SCHX) stake by 0.43% in Q3 2026, selling an estimated $10.9K and leaving 84,151 shares worth $2.52M. The position accounts for 0.08% of the portfolio, ranked #69.

Root Financial Partners first reported a position in SCHX in Q2 2023 and has held it in 14 quarters since. 782 funds tracked by Wall St. Rank hold SCHX as of Q3 2026.

  • Root Financial Partners held 84,151 shares of Schwab US Large- Cap ETF worth $2.52M as of Q3 2026.
  • Root Financial Partners sold 365 Schwab US Large- Cap ETF shares in Q3 2026, an estimated $10.9K.
  • Schwab US Large- Cap ETF made up 0.08% of Root Financial Partners's portfolio in Q3 2026, its #69 holding.
  • Root Financial Partners first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 14 quarters since.
  • 782 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q3 2026.

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