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Essex Savings Bank’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Essex Savings Bank’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$214K Buy
+5,819
New +$200K 0.05% 301
2025
Q3 		– Sell
-7,297
Closed -$205K – 319
2025
Q2 		$205K Buy
+7,297
New +$192K 0.05% 304
2019
Q3 		– Sell
-2,280
Closed -$43K – 523
2019
Q2 		$43K Buy
+2,280
New +$42.7K 0.02% 463

Other funds holding SCHM

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 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
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return

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

Essex Savings Bank opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 5,819 shares worth $214K. The stake represents 0.05% of the portfolio and ranks #301 among its holdings. This is a return to the name: Essex Savings Bank previously reported a position in SCHM as recently as Q2 2025.

Essex Savings Bank first reported a position in SCHM in Q2 2019 and has held it in 3 quarters since. 698 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

  • Essex Savings Bank held 5,819 shares of Schwab US Mid-Cap ETF worth $214K as of Q2 2026.
  • Schwab US Mid-Cap ETF was a new Essex Savings Bank position in Q2 2026.
  • Schwab US Mid-Cap ETF made up 0.05% of Essex Savings Bank's portfolio in Q2 2026, its #301 holding.
  • Essex Savings Bank first reported a position in Schwab US Mid-Cap ETF in Q2 2019 and has held it in 3 quarters since.
  • 698 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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