Charles Schwab’s Root ROOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.79M | Buy |
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|
2025
Q2 | $4M | Buy |
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|
2025
Q1 | $3.24M | Sell |
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|
2024
Q4 | $1.86M | Sell |
|
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|
2024
Q3 | $974K | Sell |
|
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|
2024
Q2 | $1.35M | Buy |
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|
2024
Q1 | $346K | Buy |
|
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|
2023
Q2 | – | Sell |
|
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|
2023
Q1 | $118K | Buy |
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|
2022
Q4 | $117K | Buy |
|
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|
2022
Q3 | $135K | Sell |
|
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|
2022
Q2 | $1.09M | Buy |
|
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|
2022
Q1 | $945K | Buy |
|
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|
2021
Q4 | $1.48M | Buy |
|
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|
2021
Q3 | $2.2M | Buy |
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|
2021
Q2 | $2.81M | Buy |
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|
2021
Q1 | $1.61M | Buy |
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|
2020
Q4 | $1.89M | Buy |
|