Root Financial Partners, LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, Root Financial Partners, LLC holds 71,056 shares of SCHD stock, worth $1.94 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

71,056

Previous 49,405 43.82%

Holding current value

$1.94 Million

Previous $1.31 Billion 48.16%

% of portfolio

0.12%

Previous 0.13%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$26.38 - $27.95 $571,153 - $605,145	21,651 Added 43.82%	71,056 $1.94 Billion
Q2 2025 Aug 11, 2025	SELL	$24.32 - $27.87 $88,062 - $100,917	-3,621 Reduced 6.83%	49,405 $1.31 Billion
Q1 2025 Apr 24, 2025	BUY	$27.01 - $28.54 $350,238 - $370,078	12,967 Added 32.37%	53,026 $1.48 Billion
Q4 2024 Jan 29, 2025	BUY	$26.93 - $84.95 $1.01 Million - $3.18 Million	37,467 Added 1445.49%	40,059 $1.09 Billion
Q3 2024 Oct 31, 2024	SELL	$77.02 - $85.06 $14,479 - $15,991	-188 Reduced 6.76%	2,592 $219 Million

Q2 2024 Aug 02, 2024	BUY	$75.81 - $80.15 $210,751 - $222,817	2,780 New	2,780 $216 Million

Others Institutions Holding SCHD

# of Institutions

2,056

Shares Held

872M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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Root Financial Partners, LLC Schwab Strategic Tr Us Dividen Transaction History