Root Financial Partners, LLC Schwab Strategic Tr Us Large C Transaction History
Root Financial Partners, LLC
- $625 Billion
- Q3 2024
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 6,830 shares of SCHX stock, worth $165,217. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,830
Previous 6,823
0.1%
Holding current value
$165,217
Previous $438 Million
5.72%
% of portfolio
0.07%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding SCHX
# of Institutions
1,361Shares Held
430MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$675 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$620 Million18.81% of portfolio
-
Sage Financial Group Inc24.9MShares$601 Million46.39% of portfolio
-
Us Bancorp \De\20.6MShares$498 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$337 Million2.07% of portfolio