Schwab Strategic Tr cmn shares owned by Essex
Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Essex
from 13F filings
Historical chart of Essex investment in Schwab Strategic Tr cmn
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All positions including Schwab Strategic Tr cmn held by Essex consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Strategic Tr cmn by Essex
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $225k | 7.7k | 29.11 |
| 2025-06-30 | $213k | 7.7k | 27.67 |
| 2025-03-31 | $205k | 7.7k | 26.58 |
| 2024-12-31 | $216k | 8.3k | 26.07 |
| 2024-09-30 | $222k | 2.8k | 80.37 |
| 2024-06-30 | $204k | 2.8k | 74.08 |
| 2024-03-31 | $210k | 2.8k | 75.98 |
| 2023-09-30 | $237k | 3.7k | 64.46 |
| 2023-06-30 | $216k | 3.2k | 67.09 |
| 2023-03-31 | $392k | 5.9k | 66.02 |
| 2022-12-31 | $392k | 5.9k | 66.02 |
| 2022-09-30 | $359k | 6.1k | 58.47 |
| 2022-06-30 | $390k | 6.3k | 62.35 |
| 2022-03-31 | $456k | 6.4k | 71.36 |
| 2021-12-31 | $418k | 5.7k | 73.29 |
| 2021-09-30 | $355k | 5.3k | 67.43 |