Root Financial Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$247K	Buy	9,759 +57	+0.6%	+$1.44K	0.02%	212
2025 Q1	$227K	Buy	+9,702	New	+$227K	0.02%	190