Schwab U S Broad Market ETF shares owned by Root Financial Partners
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Root Financial Partners
from 13F filings
Historical chart of Root Financial Partners investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Root Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $702k | 27k | 25.71 |
| 2025-06-30 | $424k | 18k | 23.83 |
| 2025-03-31 | $778k | 36k | 21.60 |
| 2024-12-31 | $788k | 35k | 22.70 |
| 2024-09-30 | $503k | 7.6k | 66.52 |
| 2024-06-30 | $875k | 14k | 62.87 |