Root shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Root (ROOT) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Root
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Quarterly reported holdings in Root by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.8M | 109k | 89.51 |
| 2025-06-30 | $4.0M | 31k | 127.97 |
| 2025-03-31 | $3.2M | 24k | 133.44 |
| 2024-12-31 | $1.9M | 26k | 72.59 |
| 2024-09-30 | $974k | 26k | 37.78 |
| 2024-06-30 | $1.3M | 26k | 51.61 |
| 2024-03-31 | $346k | 5.7k | 61.08 |
| 2023-03-31 | $118k | 26k | 4.51 |
| 2022-12-31 | $117k | 26k | 4.49 |
| 2022-09-30 | $135k | 17k | 7.92 |
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