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Schwab Strategic Tr 0 shares owned by Root Financial Partners

Quarter-by-quarter ownership of Schwab Strategic Tr 0 (SCHP) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Schwab Strategic Tr 0

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 0 held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr 0 by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $256k 9.5k 26.95
2024-12-31 $531k 21k 25.83

More positions owned by Root Financial Partners

Dimensional U.s. Equity Market Etf Etf (DFUS)
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Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional Us Large Cap Value Etf Etf (DFLV)
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Dimensional Us Real Estate Etf Etf (DFAR)
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Vanguard Growth Etf Etf (VUG)
Vanguard Total Stock Market Etf Etf (VTI)
Dimensional Us High Profitability Etf Etf (DUHP)

View all positions for Root Financial Partners

Top funds holding Schwab Strategic Tr 0

Empower Advisory Group
Wealthfront Advisers
Municipal Employees' Retirement System of Michigan
Us Bancorp
Jpmorgan Chase & Co
Sei Investments
Quadratic Capital Management
Ing Investment Management
HPM Partners
Lincoln National
Alliancebernstein
Evoke Wealth
Central Trust & Investment
Jasper Ridge Partners
Alesco Advisors

View all funds holding Schwab Strategic Tr 0