Schwab U S Small Cap ETF shares owned by Essex Savings Bank
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Essex Savings Bank
from 13F filings
Historical chart of Essex Savings Bank investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Essex Savings Bank consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab U S Small Cap ETF by Essex Savings Bank
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $210k | 7.5k | 27.89 |
| 2019-12-31 | $370k | 4.9k | 75.70 |
| 2019-09-30 | $340k | 4.9k | 69.77 |
| 2019-06-30 | $246k | 3.4k | 71.51 |
| 2019-03-31 | $220k | 3.1k | 70.06 |
| 2018-12-31 | $191k | 3.1k | 60.83 |