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Essex Savings Bank’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Essex Savings Bank’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-2,800
Closed -$74K – 527
2019
Q2 		$74K Sell
2,800
-200
-7% -$5.2K 0.03% 391
2019
Q1 		$78K Hold
3,000
– – 0.04% 246
2018
Q4 		$76K Buy
+3,000
New +$74.9K 0.05% 239

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SFPM
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Essex Savings Bank's SCHZ Position: Q3 2019 in Review

Essex Savings Bank sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q3 2019, closing a stake of 2,800 shares — an estimated $74K sold.

Essex Savings Bank first reported a position in SCHZ in Q4 2018 and held it in 3 quarters. The position peaked at $78K in Q1 2019. 404 funds tracked by Wall St. Rank hold SCHZ as of Q3 2019.

  • Essex Savings Bank reported no remaining Schwab US Aggregate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 2,800 Schwab US Aggregate Bond ETF shares in Q3 2019, an estimated $74K.
  • Essex Savings Bank first reported a position in Schwab US Aggregate Bond ETF in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's Schwab US Aggregate Bond ETF position peaked at $78K in Q1 2019.
  • 404 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.