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Disclosery

Root Financial Partners, LLC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Root Financial Partners, LLC on SCHB, newest first. How the timeline and the estimate are built.

Root Financial Partners, LLC held 26,800 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,800 shares
    Change vs previous 13F +2,617 shares

    0.03% of the 13F portfolio, value $776,130.

    13F-HR 0001977181-26-000003 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 24,183 shares
    Change vs previous 13F -224 shares

    0.03% of the 13F portfolio, value $606,987.

    13F-HR 0001977181-26-000002 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 24,407 shares
    Change vs previous 13F -2,897 shares

    0.03% of the 13F portfolio, value $640,184.

    13F-HR 0001977181-26-000001 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 27,304 shares
    Change vs previous 13F +9,532 shares

    0.04% of the 13F portfolio, value $701,976.

    13F-HR 0001977181-25-000004 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,772 shares
    Change vs previous 13F -18,226 shares

    0.04% of the 13F portfolio, value $423,496.

    13F-HR 0001977181-25-000002 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 35,998 shares
    Change vs previous 13F +1,304 shares

    0.08% of the 13F portfolio, value $777,514.

    13F-HR 0001085146-25-002341 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 34,694 shares
    Change vs previous 13F +27,127 shares

    0.1% of the 13F portfolio, value $787,554.

    13F-HR 0001085146-25-000622 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,567 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $503,384.

    13F-HR 0001085146-24-005281 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).