Rollins Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Rollins Financial Advisors, LLC
- $640 Billion
- Q4 2024
A detailed history of Rollins Financial Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Rollins Financial Advisors, LLC holds 1,589,809 shares of SCHG stock, worth $44.5 Million. This represents 6.92% of its overall portfolio holdings.
Number of Shares
1,589,809
Previous 388,796
308.91%
Holding current value
$44.5 Million
Previous $40.5 Billion
9.39%
% of portfolio
6.92%
Previous 6.72%
Shares
5 transactions
Others Institutions Holding SCHG
# of Institutions
1,461Shares Held
2.26BCall Options Held
296KPut Options Held
153K-
Koshinski Asset Management, Inc.1.56BShares$43.8 Billion97.59% of portfolio
-
Envestnet Asset Management Inc42.5MShares$1.19 Billion0.39% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA39.8MShares$1.11 Billion2.34% of portfolio
-
Mather Group, Llc. Chicago, IL39.2MShares$1.1 Billion14.24% of portfolio
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Sei Investments CO Oaks, PA38.2MShares$1.07 Billion1.41% of portfolio