Root Financial Partners
SCHZ icon

Root Financial Partners’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Root Financial Partners’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.1K Buy
+95
New +$2.16K ﹤0.01% 2621
2026
Q2 		– Sell
-911
Closed -$21.2K – 2661
2026
Q1 		$21.2K Sell
911
-2,708
-75% -$63.4K ﹤0.01% 1302
2025
Q4 		$84.6K Buy
+3,619
New +$85K ﹤0.01% 527
2024
Q3 		– Sell
-12,194
Closed -$278K – 157
2024
Q2 		$278K Buy
+12,194
New +$276K 0.07% 95

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

Root Financial Partners opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q3 2026: 95 shares worth $2.1K. The stake represents ﹤0.01% of the portfolio and ranks #2621 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SCHZ as recently as Q1 2026.

Root Financial Partners first reported a position in SCHZ in Q2 2024 and has held it in 4 quarters since. The position peaked at $278K in Q2 2024. 410 funds tracked by Wall St. Rank hold SCHZ as of Q3 2026.

  • Root Financial Partners held 95 shares of Schwab US Aggregate Bond ETF worth $2.1K as of Q3 2026.
  • Schwab US Aggregate Bond ETF was a new Root Financial Partners position in Q3 2026.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2621 holding.
  • Root Financial Partners first reported a position in Schwab US Aggregate Bond ETF in Q2 2024 and has held it in 4 quarters since.
  • Root Financial Partners's Schwab US Aggregate Bond ETF position peaked at $278K in Q2 2024.
  • 410 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2026.

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