Schwab Strategic Tr us lrg cap etf shares owned by Root Financial Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Root Financial Partners
from 13F filings
Historical chart of Root Financial Partners investment in Schwab Strategic Tr us lrg cap etf
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All positions including Schwab Strategic Tr us lrg cap etf 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 us lrg cap etf by Root Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $463k | 6.8k | 67.85 |
| 2024-06-30 | $438k | 6.8k | 64.25 |
| 2024-03-31 | $407k | 6.6k | 62.06 |
| 2023-12-31 | $370k | 6.6k | 56.40 |
| 2023-09-30 | $319k | 6.3k | 50.60 |
| 2023-06-30 | $330k | 6.3k | 52.37 |
Top funds holding Schwab Strategic Tr us lrg cap etf
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