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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
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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RIM
Rockbridge Investment Management Syracuse, New York $1.23B AUM 15.23% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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 $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

Root Financial Partners's SCHZ Position: Q2 2026 in Review

Root Financial Partners sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026, closing a stake of 911 shares — an estimated $21.2K sold.

Root Financial Partners first reported a position in SCHZ in Q2 2024 and held it in 3 quarters. The position peaked at $278K in Q2 2024. 672 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Root Financial Partners reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 911 Schwab US Aggregate Bond ETF shares in Q2 2026, an estimated $21.2K.
  • Root Financial Partners first reported a position in Schwab US Aggregate Bond ETF in Q2 2024 and held it in 3 quarters.
  • Root Financial Partners's Schwab US Aggregate Bond ETF position peaked at $278K in Q2 2024.
  • 672 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.