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

Root Financial Partners, LLC

$337 Billion
Q1 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 44,941 shares of SCHH stock, worth $896,572. This represents 0.27% of its overall portfolio holdings.

Number of Shares

44,941

Previous 45,501 1.23%

Holding current value

$896,572

Previous $942 Million 3.19%

% of portfolio

0.27%

Previous 0.35%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

504

Shares Held

248M

Call Options Held

36K

Put Options Held

1.6K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

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