Rollins Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Rollins Financial Advisors, LLC

  • $640 Billion
  • Q4 2024

A detailed history of Rollins Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Rollins Financial Advisors, LLC holds 168,656 shares of SCHD stock, worth $4.76 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
168,656
Previous 57,070 195.52%
Holding current value
$4.76 Million
Previous $4.82 Billion 4.49%
% of portfolio
0.72%
Previous 0.8%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$26.93 - $84.95 $3.01 Million - $9.48 Million
111,586 Added 195.52%
168,656 $4.61 Billion
Q3 2024

Nov 13, 2024
BUY
$77.02 - $85.06 $27,727 - $30,621
360 Added 0.63%
57,070 $4.82 Billion
Q2 2024

Aug 14, 2024
SELL
$75.81 - $80.15 $210,448 - $222,496
-2,776 Reduced 4.67%
56,710 $4.41 Billion
Q1 2024

May 14, 2024
BUY
$75.25 - $80.63 $198,509 - $212,701
2,638 Added 4.64%
59,486 $4.8 Billion
Q4 2023

Feb 13, 2024
BUY
$66.9 - $76.32 $3.8 Million - $4.34 Million
56,848 New
56,848 $4.33 Billion

Others Institutions Holding SCHD

# of Institutions
1,931
Shares Held
820M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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