Rollins Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Rollins Financial Advisors, LLC
- $661 Billion
- Q3 2025
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 110,478 shares of SCHD stock, worth $3.01 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
110,478
Previous 156,224
29.28%
Holding current value
$3.01 Million
Previous $4.14 Billion
27.15%
% of portfolio
0.46%
Previous 0.66%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
2,055Shares Held
872MCall Options Held
4.95MPut Options Held
2.61M-
Rakuten Investment Management, Inc. Tokyo, M041.6MShares$1.13 Billion3.71% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$989 Million0.31% of portfolio
-
Cetera Investment Advisers Schaumburg, IL35MShares$954 Million1.19% of portfolio
-
Sumitomo Life Insurance CO31.1MShares$846 Million27.8% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$775 Million4.28% of portfolio