SCHWAB STRATEGIC TR

Ticker: SCHI CUSIP: 808524698 Class: 5 10YR CORP BD

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

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

Q4 2025
Shares 1,257 Value ($000) $29 Avg Close — Range —
Q3 2025
Shares 597 Value ($000) $14 Avg Close — Range —