Charles Schwab Corporation shares owned by Essex Financial Services
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Essex Financial Services
from 13F filings
Historical chart of Essex Financial Services investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Essex Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 13k | 95.47 |
| 2025-06-30 | $1.2M | 13k | 91.24 |
| 2025-03-31 | $1.0M | 13k | 78.28 |
| 2024-12-31 | $961k | 13k | 74.01 |
| 2024-09-30 | $953k | 14k | 70.82 |
| 2024-06-30 | $938k | 13k | 73.69 |
| 2024-03-31 | $703k | 9.7k | 72.34 |
| 2023-12-31 | $640k | 9.3k | 68.81 |
| 2023-09-30 | $497k | 9.1k | 54.90 |
| 2023-06-30 | $491k | 8.7k | 56.68 |
| 2023-03-31 | $376k | 7.2k | 52.38 |
| 2022-12-31 | $256k | 3.1k | 83.14 |
| 2022-09-30 | $231k | 3.2k | 71.94 |
| 2022-06-30 | $218k | 3.5k | 63.13 |
| 2022-03-31 | $262k | 3.1k | 84.22 |
| 2021-12-31 | $262k | 3.1k | 84.22 |
| 2021-09-30 | $248k | 3.4k | 72.88 |
| 2021-06-30 | $239k | 3.3k | 72.82 |
| 2020-06-30 | $295k | 8.7k | 33.78 |
| 2020-03-31 | $287k | 8.5k | 33.63 |
| 2019-12-31 | $407k | 8.5k | 47.61 |
| 2019-09-30 | $398k | 9.5k | 41.80 |
| 2019-06-30 | $395k | 9.8k | 40.22 |
| 2019-03-31 | $421k | 9.8k | 42.76 |
| 2018-12-31 | $391k | 9.4k | 41.52 |
| 2018-09-30 | $464k | 9.4k | 49.14 |
| 2018-06-30 | $684k | 13k | 51.10 |
| 2018-03-31 | $699k | 13k | 52.22 |
| 2017-12-31 | $725k | 14k | 51.34 |
| 2017-09-30 | $630k | 14k | 43.75 |
| 2017-06-30 | $606k | 14k | 42.96 |
| 2017-03-31 | $590k | 15k | 40.81 |
| 2016-12-31 | $609k | 15k | 39.50 |
| 2016-09-30 | $487k | 15k | 31.57 |
| 2016-06-30 | $390k | 15k | 25.28 |
| 2016-03-31 | $401k | 14k | 27.99 |
| 2015-12-31 | $475k | 14k | 32.91 |
| 2015-09-30 | $413k | 15k | 28.54 |
| 2015-06-30 | $473k | 15k | 32.68 |
| 2015-03-31 | $441k | 15k | 30.47 |
| 2014-12-31 | $437k | 15k | 30.19 |
| 2014-09-30 | $425k | 15k | 29.37 |
| 2014-06-30 | $394k | 15k | 26.90 |