Root Financial Partners, LLC Schwab Strategic Tr Us Broad M Transaction History

Root Financial Partners, LLC

  • $625 Billion
  • Q3 2024

A detailed history of Root Financial Partners, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Root Financial Partners, LLC holds 7,567 shares of SCHB stock, worth $167,306. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,567
Previous 13,911 45.6%
Holding current value
$167,306
Previous $875 Million 42.44%
% of portfolio
0.08%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$59.93 - $66.52 $380,195 - $422,002
-6,344 Reduced 45.6%
7,567 $503 Million
Q2 2024

Aug 02, 2024
BUY
$57.57 - $63.3 $800,856 - $880,566
13,911 New
13,911 $875 Million

Others Institutions Holding SCHB

# of Institutions
1,159
Shares Held
168M
Call Options Held
197K
Put Options Held
19.4K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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