Root Financial Partners, LLC Schwab Strategic Tr Us Broad M Transaction History
Root Financial Partners, LLC
- $427 Billion
- Q2 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 13,911 shares of SCHB stock, worth $905,049. This represents 0.2% of its overall portfolio holdings.
Number of Shares
13,911Holding current value
$905,049% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding SCHB
# of Institutions
1,146Shares Held
165MCall Options Held
188KPut Options Held
19.4K-
Wealthfront Advisers LLC21.2MShares$1.38 Billion4.49% of portfolio
-
Betterment LLC New York, NY6.17MShares$401 Million1.01% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX4.7MShares$306 Million0.17% of portfolio
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Scs Capital Management LLC Boston, MA4.02MShares$261 Million5.22% of portfolio
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Rebalance, LLC Palo Alto, CA3.66MShares$238 Million18.5% of portfolio