Charles Schwab’s Root ROOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4M | Buy |
31,223
+6,929
| +29% | +$887K | ﹤0.01% | 2423 |
|
|
2025
Q1 | $3.24M | Sell |
24,294
-1,283
| -5% | -$171K | ﹤0.01% | 2453 |
|
|
2024
Q4 | $1.86M | Sell |
25,577
-200
| -0.8% | -$14.5K | ﹤0.01% | 2701 |
|
|
2024
Q3 | $974K | Sell |
25,777
-299
| -1% | -$11.3K | ﹤0.01% | 2926 |
|
|
2024
Q2 | $1.35M | Buy |
26,076
+20,410
| +360% | +$1.05M | ﹤0.01% | 2830 |
|
|
2024
Q1 | $346K | Buy |
+5,666
| New | +$346K | ﹤0.01% | 3145 |
|
|
2023
Q2 | – | Sell |
-26,107
| Closed | -$118K | – | 3670 |
|
|
2023
Q1 | $118K | Buy |
26,107
+1
| +0% | +$5 | ﹤0.01% | 3227 |
|
|
2022
Q4 | $117K | Buy |
26,106
+9,051
| +53% | +$40.6K | ﹤0.01% | 3243 |
|
|
2022
Q3 | $135K | Sell |
17,055
-33,936
| -67% | -$269K | ﹤0.01% | 3199 |
|
|
2022
Q2 | $1.09M | Buy |
50,991
+24,362
| +91% | +$522K | ﹤0.01% | 2762 |
|
|
2022
Q1 | $945K | Buy |
26,629
+144
| +0.5% | +$5.11K | ﹤0.01% | 2867 |
|
|
2021
Q4 | $1.48M | Buy |
26,485
+3,276
| +14% | +$183K | ﹤0.01% | 2786 |
|
|
2021
Q3 | $2.2M | Buy |
23,209
+8,796
| +61% | +$835K | ﹤0.01% | 2676 |
|
|
2021
Q2 | $2.81M | Buy |
14,413
+7,402
| +106% | +$1.44M | ﹤0.01% | 2606 |
|
|
2021
Q1 | $1.61M | Buy |
7,011
+338
| +5% | +$77.5K | ﹤0.01% | 2712 |
|
|
2020
Q4 | $1.89M | Buy |
+6,673
| New | +$1.89M | ﹤0.01% | 2601 |
|