SCHWAB STRATEGIC TR

Ticker: SCHX CUSIP: 808524201 Class: ETF

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

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

Q4 2025
Shares 38,243 Value ($000) $1,029 Avg Close — Range —
Q3 2025
Shares 28,150 Value ($000) $741 Avg Close — Range —
Q2 2025
Shares 23,369 Value ($000) $571 Avg Close — Range —
Q1 2025
Shares 33,445 Value ($000) $738 Avg Close — Range —
Q4 2024
Shares 30,366 Value ($000) $704 Avg Close — Range —
Q3 2024
Shares 6,830 Value ($000) $463 Avg Close — Range —
Q2 2024
Shares 6,823 Value ($000) $438 Avg Close — Range —
Q1 2024
Shares 6,564 Value ($000) $407 Avg Close — Range —
Q4 2023
Shares 6,554 Value ($000) $370 Avg Close — Range —
Q3 2023
Shares 6,305 Value ($000) $319 Avg Close — Range —
Q2 2023
Shares 6,294 Value ($000) $330 Avg Close — Range —