Root Financial Partners, LLC: SCHG position timeline

Root Financial Partners, LLC held 35,380 SCHG 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 35,380 shares

   Change vs previous 13F +7,168 shares

   0.05% of the 13F portfolio, value $1,197,259.

   13F-HR 0001977181-26-000003 filed by Root Financial Partners, LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 28,212 shares

   Change vs previous 13F +9,183 shares

   0.04% of the 13F portfolio, value $821,823.

   13F-HR 0001977181-26-000002 filed by Root Financial Partners, LLC
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 19,029 shares

   Change vs previous 13F -1,606 shares

   0.03% of the 13F portfolio, value $620,723.

   13F-HR 0001977181-26-000001 filed by Root Financial Partners, LLC
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 20,635 shares

   Change vs previous 13F +672 shares

   0.04% of the 13F portfolio, value $658,467.

   13F-HR 0001977181-25-000004 filed by Root Financial Partners, LLC
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 19,963 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $583,129.

   13F-HR 0001977181-25-000002 filed by Root Financial Partners, LLC
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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