Rollins Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Rollins Financial Advisors, LLC
- $582 Billion
- Q2 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 56,710 shares of SCHD stock, worth $1.65 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
56,710
Previous 59,486
4.67%
Holding current value
$1.65 Million
Previous $4.8 Billion
8.06%
% of portfolio
0.76%
Previous 0.9%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,713Shares Held
279MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$325 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$296 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$270 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$260 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$241 Million4.66% of portfolio