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Rockland Trust’s Schwab US Broad Market ETF SCHB Stock Holding History

Rockland Trust’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
2022
Q2 		– Sell
-223,428
Closed -$3.98M – 325
2022
Q1 		$3.98M Hold
223,428
– – 0.25% 77
2021
Q4 		$4.21M Sell
223,428
-32,580
-13% -$599K 0.27% 78
2021
Q3 		$4.43M Hold
256,008
– – 0.31% 72
2021
Q2 		$4.45M Hold
256,008
– – 0.31% 74
2021
Q1 		$4.13M Sell
256,008
-6,384
-2% -$101K 0.3% 74
2020
Q4 		$3.98M Buy
262,392
+101,808
+63% +$1.45M 0.31% 73
2020
Q3 		$2.13M Hold
160,584
– – 0.18% 87
2020
Q2 		$1.97M Sell
160,584
-16,110
-9% -$186K 0.18% 84
2020
Q1 		$1.78M Sell
176,694
-42,408
-19% -$513K 0.18% 87
2019
Q4 		$2.81M Sell
219,102
-6,318
-3% -$77.5K 0.23% 81
2019
Q3 		$2.61M Buy
+225,420
New +$2.66M 0.24% 79

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
HP
HT Partners Centerbrook, Connecticut $361M AUM 22.6% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
CC
Callan Capital La Jolla, California $1.35B AUM 8.35% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Rockland Trust's SCHB Position: Q2 2022 in Review

Rockland Trust sold out of Schwab US Broad Market ETF (SCHB) in Q2 2022, closing a stake of 223,428 shares — an estimated $3.98M sold.

Rockland Trust first reported a position in SCHB in Q3 2019 and held it in 11 quarters. The position peaked at $4.45M in Q2 2021. 870 funds tracked by Wall St. Rank hold SCHB as of Q2 2022.

  • Rockland Trust reported no remaining Schwab US Broad Market ETF position as of Q2 2022 after selling out during the quarter.
  • Rockland Trust sold 223,428 Schwab US Broad Market ETF shares in Q2 2022, an estimated $3.98M.
  • Rockland Trust first reported a position in Schwab US Broad Market ETF in Q3 2019 and held it in 11 quarters.
  • Rockland Trust's Schwab US Broad Market ETF position peaked at $4.45M in Q2 2021.
  • 870 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2022.

Based on Rockland Trust's 13F filing for Q2 2022, filed 13 Jul 2022.