SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Root Financial Partners, LLC's Holding History (CIK: 0001977181)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 24,407 Value ($000) $640 Avg Close — Range —
Q3 2025
Shares 27,304 Value ($000) $702 Avg Close — Range —
Q2 2025
Shares 17,772 Value ($000) $423 Avg Close — Range —
Q1 2025
Shares 35,998 Value ($000) $778 Avg Close — Range —
Q4 2024
Shares 34,694 Value ($000) $788 Avg Close — Range —
Q3 2024
Shares 7,567 Value ($000) $503 Avg Close — Range —
Q2 2024
Shares 13,911 Value ($000) $875 Avg Close — Range —