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

Root Financial Partners’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.94M	Buy
2025 Q2	$1.31M	Sell
2025 Q1	$1.48M	Buy
2024 Q4	$1.09M	Buy
2024 Q3	$219K	Sell
2024 Q2	$216K	Buy