Essex »

Schwab U S Broad Market ETF shares owned by Essex

Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Essex from 13F filings

Historical chart of Essex investment in Schwab U S Broad Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Broad Market ETF held by Essex consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Broad Market ETF by Essex

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 34k 66.52
2024-06-30 $2.1M 34k 62.87
2024-03-31 $2.1M 34k 61.05
2023-12-31 $2.0M 35k 55.67
2023-09-30 $1.9M 38k 49.85
2023-06-30 $2.3M 44k 51.70
2023-03-31 $2.0M 45k 44.81
2022-12-31 $2.0M 45k 44.81
2022-09-30 $1.9M 45k 41.98
2022-06-30 $2.1M 47k 44.18
2022-03-31 $2.5M 48k 53.40
2021-12-31 $2.7M 24k 113.02
2021-09-30 $2.5M 24k 103.88