Root Financial Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Root Financial Partners, LLC

  • $938 Billion
  • Q1 2025

A detailed history of Root Financial Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Root Financial Partners, LLC holds 53,026 shares of SCHD stock, worth $1.37 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
53,026
Previous 40,059 32.37%
Holding current value
$1.37 Million
Previous $1.09 Billion 35.47%
% of portfolio
0.16%
Previous 0.14%

Shares

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

Apr 24, 2025
BUY
$27.01 - $28.54 $350,238 - $370,078
12,967 Added 32.37%
53,026 $1.48 Billion
Q4 2024

Jan 29, 2025
BUY
$26.93 - $84.95 $1.01 Million - $3.18 Million
37,467 Added 1445.49%
40,059 $1.09 Billion
Q3 2024

Oct 31, 2024
SELL
$77.02 - $85.06 $14,479 - $15,991
-188 Reduced 6.76%
2,592 $219 Million
Q2 2024

Aug 02, 2024
BUY
$75.81 - $80.15 $210,751 - $222,817
2,780 New
2,780 $216 Million

Others Institutions Holding SCHD

# of Institutions
1,997
Shares Held
886M
Call Options Held
4.89M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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