Essex Savings Bank’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Essex Savings Bank’s Portfolio SCHA Stock Details SCHA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$210K	Buy
2020 Q1	–	Sell
2019 Q4	$370K	Buy
2019 Q3	$340K	Buy
2019 Q2	$246K	Buy
2019 Q1	$220K	Hold
2018 Q4	$191K	Buy