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Essex Savings Bank’s Schwab International Equity ETF SCHF Stock Holding History

Essex Savings Bank’s Portfolio SCHF Stock Details SCHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$333K Sell
12,004
-2,549
-18% -$68.7K 0.07% 219
2026
Q1 		$360K Sell
14,553
-648
-4% -$16.5K 0.08% 200
2025
Q4 		$365K Hold
15,201
– – 0.08% 203
2025
Q3 		$354K Hold
15,201
– – 0.08% 201
2025
Q2 		$336K Hold
15,201
– – 0.08% 201
2025
Q1 		$301K Sell
15,201
-1,228
-7% -$24.1K 0.07% 213
2024
Q4 		$304K Buy
16,429
+465
+3% +$9.08K 0.08% 209
2024
Q3 		$328K Buy
15,964
+1,784
+13% +$35.3K 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 +$260K 0.09% 182
2019
Q3 		– Sell
-11,140
Closed -$179K – 522
2019
Q2 		$179K Buy
11,140
+9,240
+486% +$146K 0.06% 247
2019
Q1 		$30K Buy
1,900
+1,500
+375% +$22.9K 0.02% 359
2018
Q4 		$6K Buy
+400
New +$6.12K ﹤0.01% 554

Other funds holding SCHF

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

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

Essex Savings Bank reduced its Schwab International Equity ETF (SCHF) stake by 18% in Q2 2026, selling an estimated $68.7K and leaving 12,004 shares worth $333K. The position accounts for 0.07% of the portfolio, ranked #219.

Essex Savings Bank first reported a position in SCHF in Q4 2018 and has held it in 17 quarters since. The position peaked at $365K in Q4 2025. 947 funds tracked by Wall St. Rank hold SCHF as of Q2 2026.

  • Essex Savings Bank held 12,004 shares of Schwab International Equity ETF worth $333K as of Q2 2026.
  • Essex Savings Bank sold 2,549 Schwab International Equity ETF shares in Q2 2026, an estimated $68.7K.
  • Schwab International Equity ETF made up 0.07% of Essex Savings Bank's portfolio in Q2 2026, its #219 holding.
  • Essex Savings Bank first reported a position in Schwab International Equity ETF in Q4 2018 and has held it in 17 quarters since.
  • Essex Savings Bank's Schwab International Equity ETF position peaked at $365K in Q4 2025.
  • 947 funds tracked by Wall St. Rank held Schwab International Equity ETF as of Q2 2026.

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