Charles Schwab

Charles Schwab’s EngageSmart, Inc. ESMT Stock Holding History

Charles Schwab’s Portfolio ESMT Stock Details ESMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell
2023 Q4	$8.27M	Buy
2023 Q3	$6.42M	Buy
2023 Q2	$5.5M	Buy
2023 Q1	$4.89M	Sell
2022 Q4	$4.57M	Buy
2022 Q3	$5.23M	Buy
2022 Q2	$1.23M	Buy
2022 Q1	$771K	Buy
2021 Q4	$838K	Buy