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 3,142 shares of SCHV stock, worth $91,086. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,142Holding current value
$91,086% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding SCHV
# of Institutions
977Shares Held
357MCall Options Held
0Put Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA51.9MShares$1.5 Billion2.89% of portfolio
-
Sei Investments CO Oaks, PA44.4MShares$1.29 Billion1.44% of portfolio
-
Mather Group, Llc. Chicago, IL34.1MShares$989 Million10.12% of portfolio
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Envestnet Asset Management Inc16.7MShares$484 Million0.15% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ12.1MShares$350 Million0.52% of portfolio