SCHWAB STRATEGIC TR

Ticker: SCHZ CUSIP: 808524839 Class: US AGGREGATE B

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

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

Q4 2025
Shares 3,619 Value ($000) $85 Avg Close — Range —
Q2 2024
Shares 6,097 Value ($000) $278 Avg Close — Range —