SCHWAB STRATEGIC TR

Ticker: SCHA CUSIP: 808524607 Class: US SML CAP ETF

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

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

Q4 2025
Shares 18,438 Value ($000) $525 Avg Close — Range —
Q3 2025
Shares 12,709 Value ($000) $355 Avg Close — Range —
Q2 2025
Shares 9,759 Value ($000) $247 Avg Close — Range —
Q1 2025
Shares 9,702 Value ($000) $227 Avg Close — Range —