Position in SCHW
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$36,148,063
+$2,580,664 QoQ
Shares Held
391,764
+9.7% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
#267
of 2,304 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ROCKLAND TRUST CO holds $53,559,210 across 3 Capital Markets names. SCHW ranks #1 (67.5% of the industry book) .
All Filings in SCHW
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,148,063 | 391,764 | Shares | Defined | 2026-07-08 | |
| 2026-03-31 | $33,567,399 | 357,176 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $26,972,902 | 269,972 | Shares | Defined | 2026-01-15 | |
| 2025-09-30 | $25,130,662 | 263,231 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $22,045,407 | 241,620 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $360,870 | 4,610 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||