Root Financial Partners, LLC Schwab Strategic Tr Us Large C Transaction History
Root Financial Partners, LLC
- $625 Billion
- Q3 2024
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 6,830 shares of SCHX stock, worth $162,417. This represents 0.07% of its overall portfolio holdings.
Number of Shares
6,830
Previous 6,823
0.1%
Holding current value
$162,417
Previous $438 Million
5.72%
% of portfolio
0.07%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding SCHX
# of Institutions
1,352Shares Held
349MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$664 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$609 Million18.81% of portfolio
-
Us Bancorp \De\20.6MShares$490 Million1.81% of portfolio
-
Mercer Global Advisors Inc Denver, CO13.9MShares$331 Million2.07% of portfolio
-
Sei Investments CO Oaks, PA12.4MShares$294 Million1.12% of portfolio