Essex Savings Bank’s Schwab US Broad Market ETF SCHB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $362K | Sell |
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|
2025
Q2 | $365K | Sell |
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|
2025
Q1 | $366K | Buy |
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|
2024
Q4 | $353K | Sell |
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|
2024
Q3 | $349K | Sell |
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|
2024
Q2 | $471K | Sell |
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|
2024
Q1 | $421K | Hold |
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|
2023
Q4 | $421K | Buy |
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|
2023
Q3 | $352K | Buy |
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|
2023
Q2 | $362K | Sell |
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|
2023
Q1 | $374K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $64K | Buy |
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|
2019
Q1 | $49K | Buy |
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|
2018
Q4 | $17K | Buy |
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