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Schwab U S Large Cap Growth ETF shares owned by Rollins Financial Advisors

Quarter-by-quarter ownership of Schwab U S Large Cap Growth ETF (SCHG) shares owned by Rollins Financial Advisors from 13F filings

Historical chart of Rollins Financial Advisors investment in Schwab U S Large Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Large Cap Growth 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 Large Cap Growth ETF by Rollins Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $47M 1.5M 31.91
2025-06-30 $44M 1.5M 29.21
2025-03-31 $41M 1.6M 25.04
2024-12-31 $44M 1.6M 27.87
2024-09-30 $41M 389k 104.18
2024-03-31 $35M 381k 92.72