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Essex Savings Bank’s Schwab US Broad Market ETF SCHB Stock Holding History

Essex Savings Bank’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$401K Sell
13,851
-895
-6% -$25.1K 0.09% 192
2026
Q1 		$370K Buy
14,746
+16
+0.1% +$420 0.08% 198
2025
Q4 		$386K Buy
14,730
+641
+5% +$16.7K 0.08% 192
2025
Q3 		$362K Sell
14,089
-1,235
-8% -$30.6K 0.08% 197
2025
Q2 		$365K Sell
15,324
-1,686
-10% -$37.1K 0.09% 191
2025
Q1 		$366K Buy
17,010
+1,453
+9% +$33.1K 0.09% 188
2024
Q4 		$353K Sell
15,557
-172
-1% -$3.93K 0.09% 189
2024
Q3 		$349K Sell
15,729
-6,762
-30% -$144K 0.09% 189
2024
Q2 		$471K Sell
22,491
-192
-0.8% -$3.89K 0.13% 144
2024
Q1 		$421K Hold
22,683
– – 0.12% 152
2023
Q4 		$421K Buy
22,683
+1,491
+7% +$25.8K 0.12% 151
2023
Q3 		$352K Buy
21,192
+192
+0.9% +$3.32K 0.12% 148
2023
Q2 		$362K Sell
21,000
-2,430
-10% -$39.6K 0.12% 144
2023
Q1 		$374K Buy
+23,430
New +$366K 0.13% 144
2019
Q3 		– Sell
-5,454
Closed -$64K – 519
2019
Q2 		$64K Buy
5,454
+1,128
+26% +$13K 0.02% 414
2019
Q1 		$49K Buy
4,326
+2,598
+150% +$28.4K 0.03% 298
2018
Q4 		$17K Buy
+1,728
New +$18.7K 0.01% 447

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM

Essex Savings Bank's SCHB Position: Q2 2026 in Review

Essex Savings Bank reduced its Schwab US Broad Market ETF (SCHB) stake by 6.1% in Q2 2026, selling an estimated $25.1K and leaving 13,851 shares worth $401K. The position accounts for 0.09% of the portfolio, ranked #192.

Essex Savings Bank first reported a position in SCHB in Q4 2018 and has held it in 17 quarters since. The position peaked at $471K in Q2 2024. 971 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Essex Savings Bank held 13,851 shares of Schwab US Broad Market ETF worth $401K as of Q2 2026.
  • Essex Savings Bank sold 895 Schwab US Broad Market ETF shares in Q2 2026, an estimated $25.1K.
  • Schwab US Broad Market ETF made up 0.09% of Essex Savings Bank's portfolio in Q2 2026, its #192 holding.
  • Essex Savings Bank first reported a position in Schwab US Broad Market ETF in Q4 2018 and has held it in 17 quarters since.
  • Essex Savings Bank's Schwab US Broad Market ETF position peaked at $471K in Q2 2024.
  • 971 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.