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 Q2	$1.73M	Sell	54,549 -1,219	-2%	-$38.7K	0.23%	56
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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

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

Rollins Financial Advisors reduced its Schwab US Dividend Equity ETF (SCHD) stake by 2.2% in Q2 2026, selling an estimated $38.7K and leaving 54,549 shares worth $1.73M. The position accounts for 0.23% of the portfolio, ranked #56.

Rollins Financial Advisors first reported a position in SCHD in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.82M in Q3 2024. 2,138 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Rollins Financial Advisors held 54,549 shares of Schwab US Dividend Equity ETF worth $1.73M as of Q2 2026.
Rollins Financial Advisors sold 1,219 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $38.7K.
Schwab US Dividend Equity ETF made up 0.23% of Rollins Financial Advisors's portfolio in Q2 2026, its #56 holding.
Rollins Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
Rollins Financial Advisors's Schwab US Dividend Equity ETF position peaked at $4.82M in Q3 2024.
2,138 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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