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Disclosery

Root Financial Partners, LLC: SCHH position timeline

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

Root Financial Partners, LLC held 12,002 SCHH 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 12,002 shares
    Change vs previous 13F -1,262 shares

    0.01% of the 13F portfolio, value $284,209.

    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 13,264 shares
    Change vs previous 13F -2,936 shares

    0.01% of the 13F portfolio, value $285,049.

    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 16,200 shares
    Change vs previous 13F -7,556 shares

    0.02% of the 13F portfolio, value $338,422.

    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 23,756 shares
    Change vs previous 13F +2,349 shares

    0.03% of the 13F portfolio, value $512,416.

    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 21,407 shares
    Change vs previous 13F -14,820 shares

    0.04% of the 13F portfolio, value $452,969.

    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 36,227 shares
    Change vs previous 13F +2,163 shares

    0.08% of the 13F portfolio, value $779,240.

    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 34,064 shares
    Change vs previous 13F -3,103 shares

    0.09% of the 13F portfolio, value $717,389.

    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 37,167 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $861,159.

    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).