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

Root Financial Partners, LLC

  • $625 Billion
  • Q3 2024

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 2,592 shares of SCHD stock, worth $74,416. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,592
Previous 2,780 6.76%
Holding current value
$74,416
Previous $216 Million 1.36%
% of portfolio
0.04%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,753
Shares Held
275M
Call Options Held
1.92M
Put Options Held
1.16M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Root Financial Partners, LLC Portfolio

Follow Root Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Root Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Root Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email