Rollins Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History
Rollins Financial Advisors, LLC
- $582 Billion
- Q2 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 390,494 shares of SCHG stock, worth $38.4 Million. This represents 6.76% of its overall portfolio holdings.
Number of Shares
390,494
Previous 380,880
2.52%
Holding current value
$38.4 Million
Previous $35.3 Billion
11.5%
% of portfolio
6.76%
Previous 6.65%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,254Shares Held
169MCall Options Held
87.2KPut Options Held
25.8K-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$1.04 Billion2.39% of portfolio
-
Envestnet Asset Management Inc9.98MShares$982 Million0.36% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$896 Million1.33% of portfolio
-
Mather Group, Llc. Chicago, IL9.08MShares$894 Million11.2% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$442 Million14.61% of portfolio