Root Financial Partners, LLC Schwab Strategic Tr Us Small 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 Small C stock. As of the latest transaction made, Root Financial Partners, LLC holds 12,709 shares of SCHA stock, worth $348,607. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,709
Previous 9,759 30.23%
Holding current value
$348,607
Previous $247 Million 43.61%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 29, 2025
BUY
$25.29 - $28.33 $74,605 - $83,573
2,950 Added 30.23%
12,709 $355 Million
Q2 2025

Aug 11, 2025
BUY
$20.42 - $25.3 $1,163 - $1,442
57 Added 0.59%
9,759 $247 Million
Q1 2025

Apr 24, 2025
BUY
$23.16 - $27.04 $224,698 - $262,342
9,702 New
9,702 $227 Million

Others Institutions Holding SCHA

# of Institutions
1,324
Shares Held
261M
Call Options Held
104K
Put Options Held
2.1K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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