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 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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Root Financial Partners increased its Schwab US Large- Cap ETF (SCHX) stake by 29% in Q1 2026, buying an estimated $297K and bringing the position to 49,322 shares worth $1.26M. The position accounts for 0.06% of the portfolio, ranked #84.

Root Financial Partners first reported a position in SCHX in Q2 2023 and has held it in 12 quarters since. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Root Financial Partners held 49,322 shares of Schwab US Large- Cap ETF worth $1.26M as of Q1 2026.
Root Financial Partners bought 11,079 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $297K.
Schwab US Large- Cap ETF made up 0.06% of Root Financial Partners's portfolio in Q1 2026, its #84 holding.
Root Financial Partners first reported a position in Schwab US Large- Cap ETF in Q2 2023 and has held it in 12 quarters since.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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