SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

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

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

Q4 2025
Shares 19,029 Value ($000) $621 Avg Close — Range —
Q3 2025
Shares 20,635 Value ($000) $658 Avg Close — Range —
Q2 2025
Shares 19,963 Value ($000) $583 Avg Close — Range —