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

Root Financial Partners, LLC

  • $337 Billion
  • Q1 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 6,564 shares of SCHX stock, worth $430,467. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,564
Previous 6,554 0.15%
Holding current value
$430,467
Previous $370 Million 10.2%
% of portfolio
0.12%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,264
Shares Held
427M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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