Root Financial Partners, LLC's ownership history for SCHW

Root Financial Partners, LLC currently holds 2.8K shares with a market value of $270.1K. It started holding SCHW on 2024-12-31. At its peak, it held 16.3K shares on 2024-12-31. Its highest holding value was $1.2M on 2024-12-31. At its lowest, it held 2.8K shares on 2025-09-30, with a value of $267.8K on 2025-06-30. In the recent 180 days, Root Financial Partners, LLC has decreased its shares by 2.6K.