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 $10.6 Million. This represents 6.76% of its overall portfolio holdings.
Number of Shares
390,494
Previous 380,880
2.52%
Holding current value
$10.6 Million
Previous $35.3 Billion
11.5%
% of portfolio
6.76%
Previous 6.65%
Shares
3 transactions
Others Institutions Holding SCHG
# of Institutions
1,279Shares Held
173MCall Options Held
87.6KPut Options Held
27.4K-
Envestnet Asset Management Inc10.9MShares$297 Million0.38% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA10.6MShares$288 Million2.39% of portfolio
-
Mather Group, Llc. Chicago, IL9.76MShares$265 Million13.14% of portfolio
-
Sei Investments CO Oaks, PA9.1MShares$247 Million1.33% of portfolio
-
Avantax Planning Partners, Inc.4.49MShares$122 Million14.61% of portfolio