Root Financial Partners’s Schwab US Broad Market ETF SCHB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$423K	Sell	17,772 -18,226	-51%	-$434K	0.04%	147
2025 Q1	$778K	Buy	35,998 +1,304	+4%	+$28.2K	0.08%	83
2024 Q4	$788K	Buy	34,694 +11,993	+53%	+$272K	0.1%	79
2024 Q3	$503K	Sell	22,701 -19,032	-46%	-$422K	0.08%	91
2024 Q2	$875K	Buy	+41,733	New	+$875K	0.2%	42