Rollins Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Rollins Financial Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.71M	Sell	55,768 -832	-1%	-$25.2K	0.27%	47
2025 Q4	$1.55M	Sell	56,600 -53,878	-49%	-$1.46M	0.23%	50
2025 Q3	$3.02M	Sell	110,478 -45,746	-29%	-$1.25M	0.46%	35
2025 Q2	$4.14M	Sell	156,224 -5,724	-4%	-$149K	0.66%	29
2025 Q1	$4.53M	Sell	161,948 -6,708	-4%	-$187K	0.79%	26
2024 Q4	$4.61M	Sell	168,656 -2,554	-1%	-$72.6K	0.72%	25
2024 Q3	$4.82M	Buy	171,210 +1,080	+0.6%	+$29.4K	0.8%	23
2024 Q2	$4.41M	Sell	170,130 -8,328	-5%	-$217K	0.76%	24
2024 Q1	$4.8M	Buy	178,458 +7,914	+5%	+$204K	0.9%	21
2023 Q4	$4.33M	Buy	+170,544	New	+$4.06M	0.9%	18

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Rollins Financial Advisors's SCHD Position: Q1 2026 in Review

Rollins Financial Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 1.5% in Q1 2026, selling an estimated $25.2K and leaving 55,768 shares worth $1.71M. The position accounts for 0.27% of the portfolio, ranked #47.

Rollins Financial Advisors first reported a position in SCHD in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.82M in Q3 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Rollins Financial Advisors held 55,768 shares of Schwab US Dividend Equity ETF worth $1.71M as of Q1 2026.
Rollins Financial Advisors sold 832 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $25.2K.
Schwab US Dividend Equity ETF made up 0.27% of Rollins Financial Advisors's portfolio in Q1 2026, its #47 holding.
Rollins Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 10 quarters since.
Rollins Financial Advisors's Schwab US Dividend Equity ETF position peaked at $4.82M in Q3 2024.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Rollins Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.