SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

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

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

Q4 2025
Shares 49,006 Value ($000) $1,178 Avg Close — Range —
Q3 2025
Shares 35,430 Value ($000) $825 Avg Close — Range —
Q2 2025
Shares 19,831 Value ($000) $438 Avg Close — Range —
Q1 2025
Shares 16,230 Value ($000) $321 Avg Close — Range —
Q4 2024
Shares 11,888 Value ($000) $220 Avg Close — Range —
Q2 2024
Shares 7,487 Value ($000) $288 Avg Close — Range —