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Schwab Strategic Tr shares owned by Root Financial Partners

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

Historical chart of Root Financial Partners investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr 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 by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.6k 174 26.42
2025-09-30 $1.4k 52 26.73

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Dimensional Us Real Estate Etf Etf (DFAR)
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View all positions for Root Financial Partners

Top funds holding Schwab Strategic Tr

Toroso Investments
Cornerstone Enterprises
Charles Schwab Trust
Dahring | Cusmano
Strategic Financial Planning
Breakthru Advisory Services
L2 Asset Management
CLS Investments
Jones Financial Companies, L.L
Mfg Wealth Management
Mma Asset Management
JT Stratford
Elm3 Financial Group
Pensionmark Financial Group
Cetera Investment Advisers

View all funds holding Schwab Strategic Tr