Charles Schwab Investment Management »

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

Tip: Access up to 7 years of quarterly data

All positions including Root held by Charles Schwab Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Root by Charles Schwab Investment Management

Quarter filed Position value Share count Share price at filing
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