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Root Financial Partners’s Charles Schwab SCHW Stock Holding History

Root Financial Partners’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$268K Sell
2,935
-2,528
-46% -$231K 0.03% 198
2025
Q1 		$428K Sell
5,463
-10,883
-67% -$852K 0.05% 124
2024
Q4 		$1.21M Buy
+16,346
New +$1.21M 0.15% 52