Root Financial Partners, LLC Schwab Us Aggregate Bond ETF Transaction History

Root Financial Partners, LLC

$625 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 02, 2024	BUY	$44.66 - $45.99 $272,292 - $280,401	6,097 New	6,097 $278 Million

Others Institutions Holding SCHZ

# of Institutions

629

Shares Held

111M

Call Options Held

100

Put Options Held

1.8K

Charles Schwab Investment Management Inc San Francisco, CA

33.8M
Shares

$774 Million
0.3% of portfolio
Jpmorgan Chase & CO New York, NY

5.64M
Shares

$129 Million
0.02% of portfolio
Avantax Planning Partners, Inc.

3.4M
Shares

$77.8 Million
5.0% of portfolio
Charles Schwab Trust CO

2.9M
Shares

$66.4 Million
12.11% of portfolio
Rockbridge Investment Management, Lcc Syracuse, NY

2.85M
Shares

$65.2 Million
17.53% of portfolio

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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