SCHWAB STRATEGIC TR

Ticker: SCHV CUSIP: 808524409 Class: US LCAP VA ETF

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

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

Q4 2025
Shares 3,279 Value ($000) $97 Avg Close — Range —
Q3 2025
Shares 3,142 Value ($000) $91 Avg Close — Range —