ESB
SCHE icon

Essex Savings Bank’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Essex Savings Bank’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-10,423
Closed -$285K – 163
2019
Q4 		$285K Buy
10,423
+40
+0.4% +$1.05K 0.15% 138
2019
Q3 		$261K Buy
10,383
+4,840
+87% +$123K 0.14% 146
2019
Q2 		$145K Buy
5,543
+1,020
+23% +$26.4K 0.05% 278
2019
Q1 		$118K Hold
4,523
– – 0.07% 200
2018
Q4 		$106K Buy
+4,523
New +$110K 0.07% 199

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Essex Savings Bank's SCHE Position: Q1 2020 in Review

Essex Savings Bank sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2020, closing a stake of 10,423 shares — an estimated $285K sold.

Essex Savings Bank first reported a position in SCHE in Q4 2018 and held it in 5 quarters. The position peaked at $285K in Q4 2019. 598 funds tracked by Wall St. Rank hold SCHE as of Q1 2020.

  • Essex Savings Bank reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Essex Savings Bank sold 10,423 Schwab Emerging Markets Equity ETF shares in Q1 2020, an estimated $285K.
  • Essex Savings Bank first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and held it in 5 quarters.
  • Essex Savings Bank's Schwab Emerging Markets Equity ETF position peaked at $285K in Q4 2019.
  • 598 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2020.

Based on Essex Savings Bank's 13F filing for Q1 2020, filed 28 Apr 2020.