Root Financial Partners, LLC

Position in SCHW — Schwab Charles Corp

CIK 1977181 ENCINITAS, CA

Position in SCHW

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$485,986

+$28,398 QoQ

Shares Held

5,267

+8.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,521

of 2,303 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Root Financial Partners, LLC holds $3,057,847 across 5 Capital Markets names. SCHW ranks #4 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	999	$1,010,358
2	MS	Morgan Stanley	3,250	$679,380
3	LPLA	LPL Financial Holdings Inc.	2,284	$643,357
4	SCHW	Schwab Charles Corp This page	5,267	$485,986
5	HOOD	Robinhood Markets, Inc.	2,381	$238,766

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$485,986	5,267	+8.2%	Shares	Sole	2026-07-29
2026-03-31	$457,588	4,869	+39.4%	Shares	Sole	2026-04-24
2025-12-31	$348,885	3,492	+23.4%	Shares	Sole	2026-02-10
2025-09-30	$270,084	2,829	-3.6%	Shares	Sole	2025-10-29
2025-06-30	$267,789	2,935	-46.3%	Shares	Sole	2025-08-11
2025-03-31	$427,643	5,463	-66.6%	Shares	Sole	2025-04-25
2024-12-31	$1,209,767	16,346	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.