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

Essex Savings Bank’s Portfolio SCHX Stock Details SCHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$471K Sell
16,001
-1,184
-7% -$33.8K 0.1% 181
2026
Q1 		$440K Sell
17,185
-513
-3% -$13.8K 0.1% 182
2025
Q4 		$476K Sell
17,698
-142
-0.8% -$3.79K 0.1% 172
2025
Q3 		$470K Sell
17,840
-1,173
-6% -$29.8K 0.11% 164
2025
Q2 		$464K Sell
19,013
-529
-3% -$12K 0.11% 163
2025
Q1 		$431K Buy
19,542
+462
+2% +$10.8K 0.11% 168
2024
Q4 		$442K Hold
19,080
– – 0.11% 160
2024
Q3 		$432K Sell
19,080
-1,473
-7% -$32.1K 0.11% 167
2024
Q2 		$440K Buy
20,553
+705
+4% +$14.6K 0.12% 153
2024
Q1 		$373K Hold
19,848
– – 0.11% 163
2023
Q4 		$373K Hold
19,848
– – 0.11% 162
2023
Q3 		$335K Buy
+19,848
New +$348K 0.11% 153
2022
Q3 		– Sell
-17,043
Closed -$254K – 220
2022
Q2 		$254K Sell
17,043
-615
-3% -$9.96K 0.1% 172
2022
Q1 		$317K Sell
17,658
-606
-3% -$10.7K 0.1% 165
2021
Q4 		$347K Sell
18,264
-240
-1% -$4.43K 0.12% 155
2021
Q3 		$338K Buy
+18,504
New +$330K 0.12% 156
2019
Q3 		– Sell
-8,190
Closed -$96K – 526
2019
Q2 		$96K Buy
8,190
+5,190
+173% +$59.6K 0.03% 347
2019
Q1 		$34K Hold
3,000
– – 0.02% 341
2018
Q4 		$30K Buy
+3,000
New +$32.2K 0.02% 349

Other funds holding SCHX

HSA
HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $2.07B AUM 22.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

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

Essex Savings Bank reduced its Schwab US Large- Cap ETF (SCHX) stake by 6.9% in Q2 2026, selling an estimated $33.8K and leaving 16,001 shares worth $471K. The position accounts for 0.1% of the portfolio, ranked #181.

Essex Savings Bank first reported a position in SCHX in Q4 2018 and has held it in 19 quarters since. The position peaked at $476K in Q4 2025. 1,125 funds tracked by Wall St. Rank hold SCHX as of Q2 2026.

  • Essex Savings Bank held 16,001 shares of Schwab US Large- Cap ETF worth $471K as of Q2 2026.
  • Essex Savings Bank sold 1,184 Schwab US Large- Cap ETF shares in Q2 2026, an estimated $33.8K.
  • Schwab US Large- Cap ETF made up 0.1% of Essex Savings Bank's portfolio in Q2 2026, its #181 holding.
  • Essex Savings Bank first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 19 quarters since.
  • Essex Savings Bank's Schwab US Large- Cap ETF position peaked at $476K in Q4 2025.
  • 1,125 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q2 2026.

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