Essex Savings Bank’s Schwab International Equity ETF SCHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Hold |
15,201
| – | – | 0.08% | 201 |
|
|
2025
Q1 | $301K | Sell |
15,201
-1,228
| -7% | -$24.3K | 0.07% | 213 |
|
|
2024
Q4 | $304K | Buy |
16,429
+465
| +3% | +$8.6K | 0.08% | 209 |
|
|
2024
Q3 | $328K | Buy |
15,964
+1,784
| +13% | +$36.7K | 0.08% | 200 |
|
|
2024
Q2 | $272K | Hold |
14,180
| – | – | 0.07% | 209 |
|
|
2024
Q1 | $262K | Hold |
14,180
| – | – | 0.08% | 218 |
|
|
2023
Q4 | $262K | Hold |
14,180
| – | – | 0.08% | 217 |
|
|
2023
Q3 | $241K | Hold |
14,180
| – | – | 0.08% | 202 |
|
|
2023
Q2 | $253K | Sell |
14,180
-1,018
| -7% | -$18.1K | 0.08% | 197 |
|
|
2023
Q1 | $264K | Buy |
+15,198
| New | +$264K | 0.09% | 182 |
|
|
2019
Q3 | – | Sell |
-11,140
| Closed | -$179K | – | 522 |
|
|
2019
Q2 | $179K | Buy |
11,140
+9,240
| +486% | +$148K | 0.06% | 247 |
|
|
2019
Q1 | $30K | Buy |
1,900
+1,500
| +375% | +$23.7K | 0.02% | 359 |
|
|
2018
Q4 | $6K | Buy |
+400
| New | +$6K | ﹤0.01% | 554 |
|