RFA
SCHB icon

Rollins Financial Advisors’s Schwab US Broad Market ETF SCHB Stock Holding History

Rollins Financial Advisors’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$599K Hold
23,877
– – 0.09% 93
2025
Q4 		$626K Sell
23,877
-260
-1% -$6.77K 0.09% 85
2025
Q3 		$621K Hold
24,137
– – 0.09% 78
2025
Q2 		$575K Hold
24,137
– – 0.09% 77
2025
Q1 		$520K Hold
24,137
– – 0.09% 78
2024
Q4 		$548K Sell
24,137
-10
-0% -$228 0.09% 78
2024
Q3 		$535K Sell
24,147
-468
-2% -$9.99K 0.09% 74
2024
Q2 		$516K Sell
24,615
-96
-0.4% -$1.95K 0.09% 74
2024
Q1 		$503K Sell
24,711
-1,851
-7% -$35.8K 0.09% 70
2023
Q4 		$493K Buy
+26,562
New +$459K 0.1% 67

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.72B AUM 13.51% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return