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

Root Financial Partners, LLC

$807 Billion
Q4 2024

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 34,064 shares of SCHH stock, worth $739,870. This represents 0.09% of its overall portfolio holdings.

Number of Shares

34,064

Previous 37,167 8.35%

Holding current value

$739,870

Previous $861 Million 16.69%

% of portfolio

0.09%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

551

Shares Held

184M

Call Options Held

20.1K

Put Options Held

81.7K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

More about SCHH

Track This Portfolio

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.

Account

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