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

Root Financial Partners, LLC

  • $938 Billion
  • Q1 2025

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 35,998 shares of SCHB stock, worth $827,954. This represents 0.08% of its overall portfolio holdings.

Number of Shares
35,998
Previous 34,694 3.76%
Holding current value
$827,954
Previous $788 Million 1.27%
% of portfolio
0.08%
Previous 0.1%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$21.23 - $23.75 $27,683 - $30,970
1,304 Added 3.76%
35,998 $778 Million
Q4 2024

Jan 29, 2025
BUY
$22.01 - $66.82 $597,065 - $1.81 Million
27,127 Added 358.49%
34,694 $788 Million
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
1,295
Shares Held
488M
Call Options Held
350K
Put Options Held
28.3K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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More about SCHB
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