Rollins Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Rollins Financial Advisors, LLC

$574 Billion
Q1 2025

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 1,619,495 shares of SCHG stock, worth $45 Million. This represents 7.06% of its overall portfolio holdings.

Number of Shares

1,619,495

Previous 1,589,809 1.87%

Holding current value

$45 Million

Previous $44.3 Billion 8.48%

% of portfolio

7.06%

Previous 6.92%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$24.91 - $29.02 $739,478 - $861,487	29,686 Added 1.87%	1,619,495 $40.6 Billion
Q4 2024 Feb 13, 2025	BUY	$25.93 - $105.3 $31.1 Million - $126 Million	1,201,013 Added 308.91%	1,589,809 $44.3 Billion
Q3 2024 Nov 13, 2024	SELL	$92.63 - $105.69 $157,285 - $179,461	-1,698 Reduced 0.43%	388,796 $40.5 Billion
Q2 2024 Aug 14, 2024	BUY	$87.04 - $101.61 $836,802 - $976,878	9,614 Added 2.52%	390,494 $39.4 Billion
Q1 2024 May 14, 2024	BUY	$80.6 - $93.32 $5.2 Million - $6.02 Million	64,474 Added 20.38%	380,880 $35.3 Billion
Q4 2023 Feb 13, 2024	BUY	$70.08 - $83.37 $22.2 Million - $26.4 Million	316,406 New	316,406 $26.2 Billion

Others Institutions Holding SCHG

# of Institutions

1,502

Shares Held

739M

Call Options Held

327K

Put Options Held

193K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

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 Large C Transaction History