SCHWAB STRATEGIC TR

Ticker: SCHH CUSIP: 808524847 Class: ETF

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

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

Q4 2025
Shares 16,200 Value ($000) $338 Avg Close — Range —
Q3 2025
Shares 23,756 Value ($000) $512 Avg Close — Range —
Q2 2025
Shares 21,407 Value ($000) $453 Avg Close — Range —
Q1 2025
Shares 36,227 Value ($000) $779 Avg Close — Range —
Q4 2024
Shares 34,064 Value ($000) $717 Avg Close — Range —
Q3 2024
Shares 37,167 Value ($000) $861 Avg Close — Range —
Q2 2024
Shares 45,466 Value ($000) $908 Avg Close — Range —
Q1 2024
Shares 44,941 Value ($000) $912 Avg Close — Range —
Q4 2023
Shares 45,501 Value ($000) $942 Avg Close — Range —
Q3 2023
Shares 43,285 Value ($000) $768 Avg Close — Range —
Q2 2023
Shares 42,445 Value ($000) $829 Avg Close — Range —
Q1 2023
Shares 45,322 Value ($000) $884 Avg Close — Range —