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Disclosery

Root Financial Partners, LLC: SCHD position timeline

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

Root Financial Partners, LLC held 82,129 SCHD 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 82,129 shares
    Change vs previous 13F +205 shares

    0.1% of the 13F portfolio, value $2,604,297.

    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 81,924 shares
    Change vs previous 13F +22,322 shares

    0.12% of the 13F portfolio, value $2,513,422.

    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 59,602 shares
    Change vs previous 13F -11,454 shares

    0.08% of the 13F portfolio, value $1,634,884.

    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 71,056 shares
    Change vs previous 13F +21,651 shares

    0.12% of the 13F portfolio, value $1,939,825.

    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 49,405 shares
    Change vs previous 13F -3,621 shares

    0.13% of the 13F portfolio, value $1,309,241.

    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 53,026 shares
    Change vs previous 13F +12,967 shares

    0.16% of the 13F portfolio, value $1,482,620.

    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 40,059 shares
    Change vs previous 13F +37,467 shares

    0.14% of the 13F portfolio, value $1,094,410.

    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 2,592 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $219,086.

    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).