Rollins Financial’s Schwab International Equity ETF SCHF Stock Holding History

Rollins Financial’s Portfolio SCHF Stock Details SCHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$336K	Sell	18,204 -296	-2%	-$5.13K	0.07%	77
2023 Q3	$314K	Sell	18,500 -3,048	-14%	-$53.8K	0.08%	82
2023 Q2	$384K	Sell	21,548 -8,060	-27%	-$143K	0.11%	72
2023 Q1	$515K	Buy	29,608 +1,512	+5%	+$25.9K	0.17%	66
2022 Q4	$452K	Sell	28,096 -1,708	-6%	-$26.7K	0.17%	73
2022 Q3	$419K	Buy	29,804 +2,674	+10%	+$42K	0.16%	59
2022 Q2	$427K	Buy	27,130 +2,912	+12%	+$49.6K	0.15%	67
2022 Q1	$445K	Buy	24,218 +8,204	+51%	+$152K	0.13%	73
2021 Q4	$311K	Buy	+16,014	New	+$314K	0.09%	86

Other funds holding SCHF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Rollins Financial's SCHF Position: Q4 2023 in Review

Rollins Financial reduced its Schwab International Equity ETF (SCHF) stake by 1.6% in Q4 2023, selling an estimated $5.13K and leaving 18,204 shares worth $336K. The position accounts for 0.07% of the portfolio, ranked #77.

Rollins Financial first reported a position in SCHF in Q4 2021 and has held it in 9 quarters since. The position peaked at $515K in Q1 2023. 1,110 funds tracked by Wall St. Rank hold SCHF as of Q4 2023.

Rollins Financial held 18,204 shares of Schwab International Equity ETF worth $336K as of Q4 2023.
Rollins Financial sold 296 Schwab International Equity ETF shares in Q4 2023, an estimated $5.13K.
Schwab International Equity ETF made up 0.07% of Rollins Financial's portfolio in Q4 2023, its #77 holding.
Rollins Financial first reported a position in Schwab International Equity ETF in Q4 2021 and has held it in 9 quarters since.
Rollins Financial's Schwab International Equity ETF position peaked at $515K in Q1 2023.
1,110 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q4 2023.

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