Rockland Trust CO Schwab Strategic Tr Us Broad M Transaction History

Rockland Trust CO

$2.01 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 13, 2022	SELL	$42.93 - $53.98 $3.2 Million - $4.02 Million	-74,476 Closed	0 $0
Q1 2022 Apr 18, 2022	BUY	$49.15 - $56.85 $1.83 Million - $2.12 Million	37,238 Added 100.0%	74,476 $3.98 Million
Q4 2021 Jan 27, 2022	SELL	$51.87 - $56.86 $281,654 - $308,749	-5,430 Reduced 12.73%	37,238 $4.21 Million
Q1 2021 Apr 22, 2021	SELL	$44.89 - $48.81 $47,762 - $51,933	-1,064 Reduced 2.43%	42,668 $4.13 Million
Q4 2020 Jan 04, 2021	BUY	$39.03 - $45.5 $662,261 - $772,044	16,968 Added 63.4%	43,732 $3.98 Million
Q2 2020 Jul 09, 2020	SELL	$28.84 - $38.49 $77,435 - $103,345	-2,685 Reduced 9.12%	26,764 $1.97 Million
Q1 2020 Apr 16, 2020	SELL	$26.18 - $40.44 $185,040 - $285,829	-7,068 Reduced 19.36%	29,449 $1.78 Million
Q4 2019 Jan 06, 2020	SELL	$34.47 - $38.58 $36,296 - $40,624	-1,053 Reduced 2.8%	36,517 $2.81 Million
Q3 2019 Oct 11, 2019	BUY	$35.32 - $36.13 $1.33 Million - $1.36 Million	37,570 New	37,570 $2.61 Million

Others Institutions Holding SCHB

# of Institutions

1,161

Shares Held

168M

Call Options Held

197K

Put Options Held

19.4K

Wealthfront Advisers LLC

21.2M
Shares

$468 Million
4.49% of portfolio
Betterment LLC New York, NY

6.17M
Shares

$136 Million
1.01% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

4.7M
Shares

$104 Million
0.17% of portfolio
Scs Capital Management LLC Boston, MA

3.89M
Shares

$86.1 Million
5.13% of portfolio
Rebalance, LLC Palo Alto, CA

3.82M
Shares

$84.6 Million
18.64% of portfolio

About SCHWAB STRATEGIC TR US BROAD M

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