Rollins Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Rollins Financial Advisors, LLC
- $603 Billion
- Q3 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 388,796 shares of SCHG stock, worth $11 Million. This represents 6.72% of its overall portfolio holdings.
Number of Shares
388,796
Previous 390,494
0.43%
Holding current value
$11 Million
Previous $39.4 Billion
2.86%
% of portfolio
6.72%
Previous 6.76%
Shares
4 transactions
Others Institutions Holding SCHG
# of Institutions
1,331Shares Held
1.79BCall Options Held
140KPut Options Held
91.5K-
Koshinski Asset Management, Inc.1.56BShares$44.2 Billion97.59% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA11.3MShares$318 Million2.41% of portfolio
-
Envestnet Asset Management Inc10.9MShares$309 Million0.38% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$276 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.56MShares$270 Million1.33% of portfolio