SCHWAB STRATEGIC TR

Ticker: SCHR CUSIP: 808524854 Class: ETF

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

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

Q4 2025
Shares 30 Value ($000) $1 Avg Close — Range —
Q3 2025
Shares 75 Value ($000) $2 Avg Close — Range —