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
Q2 		$691K Hold
23,877
– – 0.09% 96
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 $52B AUM 24.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Rollins Financial Advisors's SCHB Position: Q2 2026 in Review

Rollins Financial Advisors held its Schwab US Broad Market ETF (SCHB) position steady in Q2 2026 at 23,877 shares worth $691K. The position accounts for 0.09% of the portfolio, ranked #96.

Rollins Financial Advisors first reported a position in SCHB in Q4 2023 and has held it in 11 quarters since. 1,391 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Rollins Financial Advisors held 23,877 shares of Schwab US Broad Market ETF worth $691K as of Q2 2026.
  • Rollins Financial Advisors left its Schwab US Broad Market ETF share count unchanged in Q2 2026.
  • Schwab US Broad Market ETF made up 0.09% of Rollins Financial Advisors's portfolio in Q2 2026, its #96 holding.
  • Rollins Financial Advisors first reported a position in Schwab US Broad Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,391 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Rollins Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.