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

Rollins Financial Advisors, LLC

$574 Billion
Q1 2025

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 161,948 shares of SCHD stock, worth $4.42 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares

161,948

Previous 168,656 3.98%

Holding current value

$4.42 Million

Previous $4.61 Billion 1.73%

% of portfolio

0.79%

Previous 0.72%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$27.01 - $28.54 $181,183 - $191,446	-6,708 Reduced 3.98%	161,948 $4.53 Billion
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

2,004

Shares Held

918M

Call Options Held

4.42M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

More about SCHD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rollins Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rollins Financial Advisors, LLC with notifications on news.

Account

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