Rollins Financial Advisors »

Schwab Strategic Tr us dividend eq shares owned by Rollins Financial Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Rollins Financial Advisors from 13F filings

Historical chart of Rollins Financial Advisors investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Rollins Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Rollins Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.8M 60k 80.63

More positions owned by Rollins Financial Advisors

Invesco Qqq Trust Series I Etf (QQQ)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Tesla Stock (TSLA)
Bank America Corp Stock (BAC)
Meta Platforms Inc Cl A Stock (META)
Ishares U.s. Technology Etf Etf (IYW)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Invesco Nasdaq 100 Etf Etf (QQQM)
Ishares Global Tech Etf Etf (IXN)
Ishares S&p 500 Growth Etf Etf (IVW)
Nvidia Corporation Stock (NVDA)

View all positions for Rollins Financial Advisors

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Charles Schwab Investment Advisory
Morgan Stanley
H D Vest Advisory Services
Bank of America Corporation
Ameriprise Financial
Sumitomo Life Insurance
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Wealthfront Advisers
Sontag Advisory
UBS Group
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding Schwab Strategic Tr us dividend eq