Rollins Financial Advisors, LLC SCHG Holdings History
Rollins Financial Advisors, LLC's Schwab U.S. Large-Cap Growth ETF Holding Summary
As of 2025-03-31, Rollins Financial Advisors, LLC held 1.62 Mil shares of Schwab U.S. Large-Cap Growth ETF(SCHG), totaling $40.55 Mil. This investment constitutes 7.07% of their stock portfolio, and Rollins Financial Advisors, LLC now holds 0.11% of the outstanding Schwab U.S. Large-Cap Growth ETF(SCHG) stock.
The initial trade took place in 2023Q4. And since then Rollins Financial Advisors, LLC has made 5 purchases of SCHG, at an average price of $38.38, for a total of 1.62 Mil shares. Based on historical transaction data and SCHG's current price of $29.94, Rollins Financial Advisors, LLC's estimated gain on his SCHG holdings is $-13.67 Mil, reflecting a -21.99% gain to date.
Rollins Financial Advisors, LLC SCHG ($29.94) Holding Chart
Rollins Financial Advisors, LLC SCHG ($29.94) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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