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Essex Financial Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Essex Financial Services’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-7,108
Closed -$232K – 825
2025
Q4 		$232K Buy
+7,108
New +$231K 0.01% 700

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Osaic Holdings
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VIA
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Essex Financial Services's SCHG Position: Q1 2026 in Review

Essex Financial Services sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 7,108 shares — an estimated $232K sold.

Essex Financial Services first reported a position in SCHG in Q4 2025 and held it in 1 quarter. The position peaked at $232K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Essex Financial Services reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Essex Financial Services sold 7,108 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $232K.
  • Essex Financial Services first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • Essex Financial Services's Schwab US Large-Cap Growth ETF position peaked at $232K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.