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Root Financial Partners’s Schwab US TIPS ETF SCHP Stock Holding History

Root Financial Partners’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20,553
Closed -$531K – 225
2024
Q4 		$531K Buy
+20,553
New +$531K 0.07% 108