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

Rollins Financial’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
2023 Q4	$493K	Hold	26,562	–	–	0.1%	67
2023 Q3	$441K	Buy	26,562 +285	+1%	+$4.93K	0.11%	72
2023 Q2	$453K	Buy	26,277 +3,177	+14%	+$51.8K	0.12%	67
2023 Q1	$368K	Hold	23,100	–	–	0.12%	76
2022 Q4	$345K	Hold	23,100	–	–	0.13%	82
2022 Q3	$323K	Sell	23,100 -2,100	-8%	-$32.7K	0.12%	75
2022 Q2	$371K	Sell	25,200 -390	-2%	-$6.26K	0.13%	80
2022 Q1	$455K	Hold	25,590	–	–	0.13%	71
2021 Q4	$482K	Buy	+25,590	New	+$471K	0.14%	64
2021 Q2	$445K	Hold	25,590	–	–	0.16%	63
2021 Q1	$412K	Hold	25,590	–	–	0.18%	67
2020 Q4	$388K	Buy	+25,590	New	+$364K	0.18%	57

Other funds holding SCHB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

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

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Rollins Financial's SCHB Position: Q4 2023 in Review

Rollins Financial held its Schwab US Broad Market ETF (SCHB) position steady in Q4 2023 at 26,562 shares worth $493K. The position accounts for 0.1% of the portfolio, ranked #67.

Rollins Financial first reported a position in SCHB in Q4 2020 and has held it in 12 quarters since. 1,035 funds tracked by Wall St. Rank hold SCHB as of Q4 2023.

Rollins Financial held 26,562 shares of Schwab US Broad Market ETF worth $493K as of Q4 2023.
Rollins Financial left its Schwab US Broad Market ETF share count unchanged in Q4 2023.
Schwab US Broad Market ETF made up 0.1% of Rollins Financial's portfolio in Q4 2023, its #67 holding.
Rollins Financial first reported a position in Schwab US Broad Market ETF in Q4 2020 and has held it in 12 quarters since.
1,035 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q4 2023.

Based on Rollins Financial's 13F filing for Q4 2023, filed 6 Feb 2024.