Root Financial Partners, LLC Schwab Strategic Tr Us Broad M Transaction History

Root Financial Partners, LLC

$1.62 Trillion
Q3 2025

A detailed history of Root Financial Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Root Financial Partners, LLC holds 27,304 shares of SCHB stock, worth $704,989. This represents 0.04% of its overall portfolio holdings.

Number of Shares

27,304

Previous 17,772 53.63%

Holding current value

$704,989

Previous $423 Million 65.76%

% of portfolio

0.04%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$23.82 - $25.84 $227,052 - $246,306	9,532 Added 53.63%	27,304 $702 Million
Q2 2025 Aug 11, 2025	SELL	$19.1 - $23.83 $348,116 - $434,325	-18,226 Reduced 50.63%	17,772 $423 Million
Q1 2025 Apr 24, 2025	BUY	$21.23 - $23.75 $27,683 - $30,970	1,304 Added 3.76%	35,998 $778 Million
Q4 2024 Jan 29, 2025	BUY	$22.01 - $66.82 $597,065 - $1.81 Million	27,127 Added 358.49%	34,694 $788 Million
Q3 2024 Oct 31, 2024	SELL	$59.93 - $66.52 $380,195 - $422,002	-6,344 Reduced 45.6%	7,567 $503 Million

Q2 2024 Aug 02, 2024	BUY	$57.57 - $63.3 $800,856 - $880,566	13,911 New	13,911 $875 Million

Others Institutions Holding SCHB

# of Institutions

1,376

Shares Held

499M

Call Options Held

299K

Put Options Held

22.8K

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About SCHWAB STRATEGIC TR US BROAD M

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Root Financial Partners, LLC Schwab Strategic Tr Us Broad M Transaction History