Root Financial Partners, LLC Schwab Strategic U.S. Reit ETF Transaction History

Root Financial Partners, LLC

$1.03 Trillion
Q2 2025

A detailed history of Root Financial Partners, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Root Financial Partners, LLC holds 21,407 shares of SCHH stock, worth $458,537. This represents 0.04% of its overall portfolio holdings.

Number of Shares

21,407

Previous 36,227 40.91%

Holding current value

$458,537

Previous $779 Million 41.87%

% of portfolio

0.04%

Previous 0.08%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$18.94 - $21.67 $280,690 - $321,149	-14,820 Reduced 40.91%	21,407 $453 Million
Q1 2025 Apr 24, 2025	BUY	$20.2 - $22.24 $43,692 - $48,105	2,163 Added 6.35%	36,227 $779 Million
Q4 2024 Jan 29, 2025	SELL	$20.55 - $23.26 $63,766 - $72,175	-3,103 Reduced 8.35%	34,064 $717 Million
Q3 2024 Oct 31, 2024	SELL	$19.78 - $23.53 $164,154 - $195,275	-8,299 Reduced 18.25%	37,167 $861 Million
Q2 2024 Aug 02, 2024	BUY	$18.53 - $20.2 $9,728 - $10,605	525 Added 1.17%	45,466 $908 Million
Q1 2024 Apr 24, 2024	SELL	$19.39 - $20.93 $10,858 - $11,720	-560 Reduced 1.23%	44,941 $912 Million
Q4 2023 Jan 29, 2024	BUY	$16.76 - $20.95 $37,140 - $46,425	2,216 Added 5.12%	45,501 $942 Million
Q3 2023 Oct 19, 2023	BUY	$17.52 - $20.27 $14,716 - $17,026	840 Added 1.98%	43,285 $768 Million
Q2 2023 Jul 26, 2023	SELL	$18.34 - $19.64 $52,764 - $56,504	-2,877 Reduced 6.35%	42,445 $829 Million
Q1 2023 May 11, 2023	BUY	$18.01 - $21.78 $816,249 - $987,113	45,322 New	45,322 $884 Million

Others Institutions Holding SCHH

# of Institutions

580

Shares Held

178M

Call Options Held

59.3K

Put Options Held

15.1K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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Root Financial Partners, LLC Schwab Strategic U.S. Reit ETF Transaction History