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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
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

Other funds holding SCHZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RIM
Rockbridge Investment Management Syracuse, New York $1.11B AUM 13.62% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Root Financial Partners reduced its Schwab US Aggregate Bond ETF (SCHZ) stake by 75% in Q1 2026, selling an estimated $63.4K and leaving 911 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1302.

Root Financial Partners first reported a position in SCHZ in Q2 2024 and has held it in 3 quarters since. The position peaked at $278K in Q2 2024. 662 funds tracked by Wall St. Rank hold SCHZ as of Q1 2026.

  • Root Financial Partners held 911 shares of Schwab US Aggregate Bond ETF worth $21.2K as of Q1 2026.
  • Root Financial Partners sold 2,708 Schwab US Aggregate Bond ETF shares in Q1 2026, an estimated $63.4K.
  • Schwab US Aggregate Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1302 holding.
  • Root Financial Partners first reported a position in Schwab US Aggregate Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • Root Financial Partners's Schwab US Aggregate Bond ETF position peaked at $278K in Q2 2024.
  • 662 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q1 2026.

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