Root Financial Partners, LLC Schwab Short Term Us Treasury Transaction History
Root Financial Partners, LLC
- $1.62 Trillion
- Q3 2025
A detailed history of Root Financial Partners, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Root Financial Partners, LLC holds 254 shares of SCHO stock, worth $6,184. This represents 0.0% of its overall portfolio holdings.
Number of Shares
254Holding current value
$6,184% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding SCHO
# of Institutions
707Shares Held
323MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC119MShares$2.89 Billion0.2% of portfolio
-
Jpmorgan Chase & CO New York, NY19.8MShares$481 Million0.03% of portfolio
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Ameriprise Financial Inc Minneapolis, MN19.4MShares$472 Million0.11% of portfolio
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Sei Investments CO Oaks, PA17.6MShares$428 Million0.48% of portfolio
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Envestnet Asset Management Inc6.77MShares$165 Million0.05% of portfolio