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Charles Schwab Corporation shares owned by Root Financial Partners

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in Charles Schwab Corporation

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

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Quarterly reported holdings in Charles Schwab Corporation by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $270k 2.8k 95.46
2025-06-30 $268k 2.9k 91.25
2025-03-31 $428k 5.5k 78.28
2024-12-31 $1.2M 16k 74.01

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Dimensional U.s. Equity Market Etf Etf (DFUS)
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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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Vanguard Total Stock Market Etf Etf (VTI)
Dimensional Us High Profitability Etf Etf (DUHP)

View all positions for Root Financial Partners

Top funds holding Charles Schwab Corporation

Vanguard Group
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Jpmorgan Chase & Co
Geode Capital Management
FMR
Franklin Resources
Morgan Stanley
Fisher Investments
Harris Associates L.P
PRIMECAP Management Company
Artisan Partners Limited Partnership
Massachusetts Financial Services
Northern Trust

View all funds holding Charles Schwab Corporation