Root Financial Partners
SDGR icon

Root Financial Partners’s Schrodinger SDGR Stock Holding History

Root Financial Partners’s Portfolio SDGR Stock Details SDGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$49.7K Buy
+1,602
New +$31.6K ﹤0.01% 1091
2026
Q2 		– Sell
-660
Closed -$7.5K – 2667
2026
Q1 		$7.5K Buy
+660
New +$9.12K ﹤0.01% 1794

Other funds holding SDGR

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Dimensional Fund Advisors
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Heirloom Wealth Management
Heirloom Wealth Management Greenwood Village, Colorado $769M AUM 11.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Root Financial Partners opened a new position in Schrodinger (SDGR) in Q3 2026: 1,602 shares worth $49.7K. The stake represents ﹤0.01% of the portfolio and ranks #1091 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SDGR as recently as Q1 2026.

Root Financial Partners first reported a position in SDGR in Q1 2026 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold SDGR as of Q3 2026.

  • Root Financial Partners held 1,602 shares of Schrodinger worth $49.7K as of Q3 2026.
  • Schrodinger was a new Root Financial Partners position in Q3 2026.
  • Schrodinger made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1091 holding.
  • Root Financial Partners first reported a position in Schrodinger in Q1 2026 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held Schrodinger as of Q3 2026.

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