Essential Properties Realty reit shares owned by Charles Schwab Investment Management
Quarter-by-quarter ownership of Essential Properties Realty reit (EPRT) shares owned by Charles Schwab Investment Management
from 13F filings
Historical chart of Charles Schwab Investment Management investment in Essential Properties Realty reit
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Quarterly reported holdings in Essential Properties Realty reit by Charles Schwab Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $97M | 2.8M | 34.15 |
| 2024-06-30 | $75M | 2.7M | 27.71 |
| 2024-03-31 | $62M | 2.3M | 26.66 |
| 2023-12-31 | $57M | 2.2M | 25.56 |
| 2023-09-30 | $48M | 2.2M | 21.63 |
| 2023-06-30 | $48M | 2.0M | 23.54 |
| 2023-03-31 | $48M | 1.9M | 24.85 |
| 2022-12-31 | $46M | 2.0M | 23.47 |
| 2022-09-30 | $36M | 1.8M | 19.45 |
| 2022-06-30 | $35M | 1.6M | 21.49 |
| 2022-03-31 | $37M | 1.5M | 25.30 |
| 2021-12-31 | $41M | 1.4M | 28.83 |
| 2021-09-30 | $38M | 1.3M | 27.92 |
| 2021-06-30 | $36M | 1.3M | 27.04 |
| 2021-03-31 | $27M | 1.2M | 22.83 |
| 2020-12-31 | $24M | 1.1M | 21.20 |
| 2020-09-30 | $19M | 1.1M | 18.32 |
| 2020-06-30 | $15M | 992k | 14.84 |
| 2020-03-31 | $7.3M | 561k | 13.06 |
| 2019-12-31 | $12M | 501k | 24.81 |
| 2019-09-30 | $11M | 493k | 22.91 |
| 2019-06-30 | $3.4M | 170k | 20.04 |
| 2019-03-31 | $2.8M | 143k | 19.52 |
| 2018-12-31 | $1.1M | 79k | 13.85 |
| 2018-09-30 | $1.1M | 77k | 14.20 |
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