Root Financial Partners’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Root Financial Partners’s Portfolio SCHY Stock Details SCHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$65.1K	Buy	+2,073	New	+$68K	﹤0.01%	947

Other funds holding SCHY

Hamel Associates Chatham, New Jersey $363M AUM 19.12% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Summit Asset Management Memphis, Tennessee $777M AUM 10.79% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

IRON Financial Northbrook, Illinois $241M AUM 15.6% 1-Year Est. Return

Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

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

Root Financial Partners opened a new position in Schwab International Dividend Equity ETF (SCHY) in Q3 2026: 2,073 shares worth $65.1K. The stake represents ﹤0.01% of the portfolio and ranks #947 among its holdings.

214 funds tracked by Wall St. Rank hold SCHY as of Q3 2026.

Root Financial Partners held 2,073 shares of Schwab International Dividend Equity ETF worth $65.1K as of Q3 2026.
Schwab International Dividend Equity ETF was a new Root Financial Partners position in Q3 2026.
Schwab International Dividend Equity ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #947 holding.
214 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q3 2026.

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