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Schwab U S Broad Market ETF shares owned by Rollins Financial Advisors

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Rollins Financial Advisors from 13F filings

Historical chart of Rollins Financial Advisors investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Rollins Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab U S Broad Market ETF by Rollins Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $621k 24k 25.71
2025-06-30 $575k 24k 23.83
2025-03-31 $520k 24k 21.53
2024-12-31 $548k 24k 22.70
2024-09-30 $535k 8.0k 66.52
2024-03-31 $503k 8.2k 61.05

More positions owned by Rollins Financial Advisors

Invesco Qqq Trust Series I Etf (QQQ)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Amazon Stock (AMZN)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Bank America Corp Stock (BAC)
Meta Platforms Inc Cl A Stock (META)
Invesco S&p 500 Quality Etf Etf (SPHQ)
Invesco Nasdaq 100 Etf Etf (QQQM)
Tesla Stock (TSLA)
Jpmorgan Chase & Co Stock (JPM)
Ishares U.s. Technology Etf Etf (IYW)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Vanguard High Dividend Yield Index Etf Etf (VYM)

View all positions for Rollins Financial Advisors

Top funds holding Schwab U S Broad Market ETF

Wealthfront Advisers
Betterment
Rebalance
SCS Capital Management
Regions Bank
Strid
Evensky & Katz
Hengehold Capital Management
Bouchey Financial
HighTower Advisors
HB Wealth Management
Hanson & Doremus Investment Management
BKD Wealth Advisors
AlphaCore Capital
HT Partners

View all funds holding Schwab U S Broad Market ETF