Root Financial Partners, LLC
Position in SMBS — Schwab Mortgage-Backed Securities ETF
CIK 1977181
ENCINITAS, CA
All Filings in SMBS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMBS | $13,388 | 524 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 SMBS | $22,029 | 858 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 SMBS | $11,749 | 457 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||