Root Financial Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.31M	Sell	49,405 -3,621	-7%	-$96K	0.13%	61
2025 Q1	$1.48M	Buy	53,026 +12,967	+32%	+$363K	0.16%	49
2024 Q4	$1.09M	Buy	40,059 +32,283	+415%	+$882K	0.14%	56
2024 Q3	$219K	Sell	7,776 -564	-7%	-$15.9K	0.04%	144
2024 Q2	$216K	Buy	+8,340	New	+$216K	0.05%	107