ESB
SCHV

Essex Savings Bank’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Essex Savings Bank’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-888
Closed -$15K – 679
2018
Q4 		$15K Buy
+888
New +$15.7K 0.01% 467

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Essex Savings Bank's SCHV Position: Q1 2019 in Review

Essex Savings Bank sold out of Schwab US Large-Cap Value ETF (SCHV) in Q1 2019, closing a stake of 888 shares — an estimated $15K sold.

Essex Savings Bank first reported a position in SCHV in Q4 2018 and held it in 1 quarter. The position peaked at $15K in Q4 2018. 402 funds tracked by Wall St. Rank hold SCHV as of Q1 2019.

  • Essex Savings Bank reported no remaining Schwab US Large-Cap Value ETF position as of Q1 2019 after selling out during the quarter.
  • Essex Savings Bank sold 888 Schwab US Large-Cap Value ETF shares in Q1 2019, an estimated $15K.
  • Essex Savings Bank first reported a position in Schwab US Large-Cap Value ETF in Q4 2018 and held it in 1 quarter.
  • Essex Savings Bank's Schwab US Large-Cap Value ETF position peaked at $15K in Q4 2018.
  • 402 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q1 2019.

Based on Essex Savings Bank's 13F filing for Q1 2019, filed 6 May 2019.