EFS
Essex Financial Services’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Hold |
12,158
| – | – | 0.03% | 399 |
|
|
2025
Q1 | $436K | Hold |
12,158
| – | – | 0.03% | 410 |
|
|
2024
Q4 | $417K | Hold |
12,158
| – | – | 0.03% | 416 |
|
|
2024
Q3 | $454K | Hold |
12,158
| – | – | 0.03% | 400 |
|
|
2024
Q2 | $429K | Hold |
12,158
| – | – | 0.03% | 399 |
|
|
2024
Q1 | $435K | Hold |
12,158
| – | – | 0.04% | 353 |
|
|
2023
Q4 | $424K | Buy |
12,158
+18
| +0.1% | +$628 | 0.04% | 331 |
|
|
2023
Q3 | $392K | Buy |
12,140
+140
| +1% | +$4.52K | 0.05% | 327 |
|
|
2023
Q2 | $405K | Hold |
12,000
| – | – | 0.05% | 313 |
|
|
2023
Q1 | $405K | Hold |
12,000
| – | – | 0.04% | 325 |
|
|
2022
Q4 | $377K | Buy |
+12,000
| New | +$377K | 0.04% | 328 |
|