Rollins Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Rollins Financial Advisors, LLC

$640 Billion
Q4 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 168,656 shares of SCHD stock, worth $4.81 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

168,656

Previous 57,070 195.52%

Holding current value

$4.81 Million

Previous $4.82 Billion 4.49%

% of portfolio

0.72%

Previous 0.8%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$26.93 - $84.95 $3.01 Million - $9.48 Million	111,586 Added 195.52%	168,656 $4.61 Billion
Q3 2024 Nov 13, 2024	BUY	$77.02 - $85.06 $27,727 - $30,621	360 Added 0.63%	57,070 $4.82 Billion
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

1,939

Shares Held

823M

Call Options Held

4.82M

Put Options Held

2.73M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Rollins Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History