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Essex Savings Bank’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Essex Savings Bank’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-300
Closed -$10K – 520
2019
Q2 		$10K Hold
300
– – ﹤0.01% 650
2019
Q1 		$10K Hold
300
– – 0.01% 506
2018
Q4 		$9K Buy
+300
New +$9.55K 0.01% 521

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Essex Savings Bank's SCHC Position: Q3 2019 in Review

Essex Savings Bank sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2019, closing a stake of 300 shares — an estimated $10K sold.

Essex Savings Bank first reported a position in SCHC in Q4 2018 and held it in 3 quarters. The position peaked at $10K in Q2 2019. 250 funds tracked by Wall St. Rank hold SCHC as of Q3 2019.

  • Essex Savings Bank reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 300 Schwab International Small-Cap Equity ETF shares in Q3 2019, an estimated $10K.
  • Essex Savings Bank first reported a position in Schwab International Small-Cap Equity ETF in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's Schwab International Small-Cap Equity ETF position peaked at $10K in Q2 2019.
  • 250 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.