Essex Savings Bank’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $470K | Sell |
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|
2025
Q2 | $464K | Sell |
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|
2025
Q1 | $431K | Buy |
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|
2024
Q4 | $442K | Hold |
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|
2024
Q3 | $432K | Sell |
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|
2024
Q2 | $440K | Buy |
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|
2024
Q1 | $373K | Hold |
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|
2023
Q4 | $373K | Hold |
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|
2023
Q3 | $335K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $254K | Sell |
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|
2022
Q1 | $317K | Sell |
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|
2021
Q4 | $347K | Sell |
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|
2021
Q3 | $338K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $96K | Buy |
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|
2019
Q1 | $34K | Hold |
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|
2018
Q4 | $30K | Buy |
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