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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$205K Buy
+7,297
New +$205K 0.05% 304
2019
Q3 		– Sell
-760
Closed -$43K – 523
2019
Q2 		$43K Buy
+760
New +$43K 0.02% 463