Root Financial Partners, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Root Financial Partners, LLC holds 20,635 shares of SCHG stock, worth $665,685. This represents 0.04% of its overall portfolio holdings.

Number of Shares
20,635
Previous 19,963 3.37%
Holding current value
$665,685
Previous $583 Million 12.92%
% of portfolio
0.04%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$28.92 - $32.19 $19,434 - $21,631
672 Added 3.37%
20,635 $658 Million
Q2 2025

Aug 11, 2025
BUY
$22.27 - $29.21 $444,576 - $583,119
19,963 New
19,963 $583 Million

Others Institutions Holding SCHG

# of Institutions
1,684
Shares Held
855M
Call Options Held
543K
Put Options Held
113K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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