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

Rollins Financial Advisors, LLC

$603 Billion
Q3 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 57,070 shares of SCHD stock, worth $1.64 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

57,070

Previous 56,710 0.63%

Holding current value

$1.64 Million

Previous $4.41 Billion 9.4%

% of portfolio

0.8%

Previous 0.76%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,753

Shares Held

275M

Call Options Held

1.92M

Put Options Held

1.16M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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