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Rollins Financial Advisors, LLC: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rollins Financial Advisors, LLC on SCHG, newest first. How the timeline and the estimate are built.

Rollins Financial Advisors, LLC held 1,246,133 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,246,133 shares
    Change vs previous 13F -85,015 shares

    5.56% of the 13F portfolio, value $42,169,155.

    13F-HR 0001765380-26-000270 filed by Rollins Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,331,148 shares
    Change vs previous 13F -84,778 shares

    6.13% of the 13F portfolio, value $38,776,328.

    13F-HR 0001765380-26-000159 filed by Rollins Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,415,926 shares
    Change vs previous 13F -67,799 shares

    6.78% of the 13F portfolio, value $46,187,511.

    13F-HR 0001884018-26-000001 filed by Rollins Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,483,725 shares
    Change vs previous 13F -29,337 shares

    7.17% of the 13F portfolio, value $47,345,668.

    13F-HR 0001765380-25-000462 filed by Rollins Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,513,062 shares
    Change vs previous 13F -106,433 shares

    7.05% of the 13F portfolio, value $44,196,547.

    13F-HR 0001765380-25-000307 filed by Rollins Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 1,619,495 shares
    Change vs previous 13F +29,686 shares

    7.06% of the 13F portfolio, value $40,552,163.

    13F-HR/A 0001765380-25-000236 filed by Rollins Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,589,809 shares
    Change vs previous 13F +1,201,013 shares

    6.92% of the 13F portfolio, value $44,307,979.

    13F-HR 0001765380-25-000096 filed by Rollins Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 388,796 shares
    Change vs previous 13F not available

    6.72% of the 13F portfolio, value $40,504,812.

    13F-HR 0001765380-24-000448 filed by Rollins Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).