Back to SHC
Root Financial Partners, LLC → SHC
Root Financial Partners, LLC SHC Position History
Sotera Health Company
Quarters held
4
Latest value
$67K
Q3 2026
Peak value
$67K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9K |
| Q4 2025 | $12K |
| Q1 2026 | $30K |
| Q3 2026 | $67K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $67K | 3.6K | — | — |
| Q1 2026 | $30K | 2.1K | — | — |
| Q4 2025 | $12K | 669 | — | — |
| Q3 2025 | $9K | 584 | — | — |
Other funds holding SHC
$311.4M
$239.2M
$185.7M
$170.7M
$163M
$147.8M
$147.8M
Other Root Financial Partners, LLC positions
CRDO
$202.9MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
CRDO
$186.8MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
CRDO
$162.3MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
HONA
$161.8MDIMENSIONAL CORE FIXED INCOME ETF
HONA
$158.7MDIMENSIONAL CORE FIXED INCOME ETF
CRDO
$151.2MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
CRDO
$137.4MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
HONA
$137.1MDIMENSIONAL CORE FIXED INCOME ETF