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

Root Financial Partners, LLC

  • $807 Billion
  • Q4 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 34,694 shares of SCHB stock, worth $820,513. This represents 0.1% of its overall portfolio holdings.

Number of Shares
34,694
Previous 7,567 358.49%
Holding current value
$820,513
Previous $503 Million 56.45%
% of portfolio
0.1%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,255
Shares Held
431M
Call Options Held
298K
Put Options Held
31.3K
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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