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

Rollins Financial’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
2023
Q4 		$202K Buy
+10,758
New +$189K 0.04% 97
2023
Q1 		– Sell
-14,643
Closed -$220K – 130
2022
Q4 		$220K Buy
+14,643
New +$222K 0.08% 107

Other funds holding SCHX

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Rollins Financial's SCHX Position: Q4 2023 in Review

Rollins Financial opened a new position in Schwab US Large- Cap ETF (SCHX) in Q4 2023: 10,758 shares worth $202K. The stake represents 0.04% of the portfolio and ranks #97 among its holdings. This is a return to the name: Rollins Financial previously reported a position in SCHX as recently as Q4 2022.

Rollins Financial first reported a position in SCHX in Q4 2022 and has held it in 2 quarters since. The position peaked at $220K in Q4 2022. 1,167 funds tracked by Wall St. Rank hold SCHX as of Q4 2023.

  • Rollins Financial held 10,758 shares of Schwab US Large- Cap ETF worth $202K as of Q4 2023.
  • Schwab US Large- Cap ETF was a new Rollins Financial position in Q4 2023.
  • Schwab US Large- Cap ETF made up 0.04% of Rollins Financial's portfolio in Q4 2023, its #97 holding.
  • Rollins Financial first reported a position in Schwab US Large- Cap ETF in Q4 2022 and has held it in 2 quarters since.
  • Rollins Financial's Schwab US Large- Cap ETF position peaked at $220K in Q4 2022.
  • 1,167 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q4 2023.

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