Rollins Financial Advisors’s Schwab US Large- Cap ETF SCHX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$249K	Buy	9,724 +763	+9%	+$20.5K	0.04%	149
2025 Q4	$241K	Hold	8,961	–	–	0.04%	141
2025 Q3	$236K	Hold	8,961	–	–	0.04%	135
2025 Q2	$219K	Sell	8,961 -3,222	-26%	-$72.8K	0.03%	131
2025 Q1	$269K	Hold	12,183	–	–	0.05%	107
2024 Q4	$282K	Hold	12,183	–	–	0.04%	106
2024 Q3	$276K	Hold	12,183	–	–	0.05%	109
2024 Q2	$261K	Buy	12,183 +1,425	+13%	+$29.4K	0.04%	106
2024 Q1	$223K	Hold	10,758	–	–	0.04%	109
2023 Q4	$202K	Buy	+10,758	New	+$189K	0.04%	97

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Rollins Financial Advisors increased its Schwab US Large- Cap ETF (SCHX) stake by 8.5% in Q1 2026, buying an estimated $20.5K and bringing the position to 9,724 shares worth $249K. The position accounts for 0.04% of the portfolio, ranked #149.

Rollins Financial Advisors first reported a position in SCHX in Q4 2023 and has held it in 10 quarters since. The position peaked at $282K in Q4 2024. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Rollins Financial Advisors held 9,724 shares of Schwab US Large- Cap ETF worth $249K as of Q1 2026.
Rollins Financial Advisors bought 763 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $20.5K.
Schwab US Large- Cap ETF made up 0.04% of Rollins Financial Advisors's portfolio in Q1 2026, its #149 holding.
Rollins Financial Advisors first reported a position in Schwab US Large- Cap ETF in Q4 2023 and has held it in 10 quarters since.
Rollins Financial Advisors's Schwab US Large- Cap ETF position peaked at $282K in Q4 2024.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

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