Root Financial Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Root Financial Partners, LLC

$1.03 Trillion
Q2 2025

A detailed history of Root Financial Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Root Financial Partners, LLC holds 23,369 shares of SCHX stock, worth $611,333. This represents 0.06% of its overall portfolio holdings.

Number of Shares

23,369

Previous 33,445 30.13%

Holding current value

$611,333

Previous $738 Million 22.66%

% of portfolio

0.06%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$19.6 - $24.44 $197,489 - $246,257	-10,076 Reduced 30.13%	23,369 $571 Million
Q1 2025 Apr 24, 2025	BUY	$21.75 - $24.28 $66,968 - $74,758	3,079 Added 10.14%	33,445 $738 Million
Q4 2024 Jan 29, 2025	BUY	$22.4 - $68.28 $527,206 - $1.61 Million	23,536 Added 344.6%	30,366 $704 Million
Q3 2024 Oct 31, 2024	BUY	$61.11 - $67.85 $427 - $474	7 Added 0.1%	6,830 $463 Million
Q2 2024 Aug 02, 2024	BUY	$58.7 - $64.78 $15,203 - $16,778	259 Added 3.95%	6,823 $438 Million
Q1 2024 Apr 24, 2024	BUY	$55.41 - $62.08 $554 - $620	10 Added 0.15%	6,564 $407 Million
Q4 2023 Jan 29, 2024	BUY	$48.47 - $56.6 $12,069 - $14,093	249 Added 3.95%	6,554 $370 Million
Q3 2023 Oct 19, 2023	BUY	$50.36 - $54.21 $553 - $596	11 Added 0.17%	6,305 $319 Million
Q2 2023 Jul 26, 2023	BUY	$47.67 - $52.37 $300,034 - $329,616	6,294 New	6,294 $330 Million

Others Institutions Holding SCHX

# of Institutions

1,569

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

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About SCHWAB STRATEGIC TR US LARGE-C

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Root Financial Partners, LLC Schwab Strategic Tr Us Large C Transaction History