Skip to content
Disclosery

Root Financial Partners, LLC: SCHX position timeline

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

Root Financial Partners, LLC held 84,516 SCHX 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 84,516 shares
    Change vs previous 13F +35,194 shares

    0.1% of the 13F portfolio, value $2,487,312.

    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 49,322 shares
    Change vs previous 13F +11,079 shares

    0.06% of the 13F portfolio, value $1,264,611.

    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 38,243 shares
    Change vs previous 13F +10,093 shares

    0.05% of the 13F portfolio, value $1,029,126.

    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 28,150 shares
    Change vs previous 13F +4,781 shares

    0.05% of the 13F portfolio, value $741,473.

    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 23,369 shares
    Change vs previous 13F -10,076 shares

    0.06% of the 13F portfolio, value $571,143.

    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 33,445 shares
    Change vs previous 13F +3,079 shares

    0.08% of the 13F portfolio, value $738,469.

    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 30,366 shares
    Change vs previous 13F +23,536 shares

    0.09% of the 13F portfolio, value $703,882.

    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 6,830 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $463,419.

    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).