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 $1.61 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
56,710
Previous 59,486 4.67%
Holding current value
$1.61 Million
Previous $4.8 Billion 8.06%
% of portfolio
0.76%
Previous 0.9%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,705
Shares Held
278M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Rollins Financial Advisors, LLC Portfolio

Follow Rollins Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email