Charles Schwab Corporation shares owned by Essex Investment Management
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Essex Investment Management
from 13F filings
Historical chart of Essex Investment Management investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Essex Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $24k | 341 | 68.80 |
| 2023-09-30 | $19k | 341 | 54.90 |
| 2023-06-30 | $19k | 341 | 56.68 |
| 2023-03-31 | $18k | 341 | 52.38 |
| 2022-12-31 | $28k | 341 | 82.11 |
| 2022-09-30 | $25k | 341 | 73.31 |
| 2022-06-30 | $22k | 341 | 64.52 |
| 2022-03-31 | $29k | 341 | 85.04 |
| 2021-12-31 | $29k | 341 | 85.04 |
| 2021-09-30 | $25k | 341 | 73.31 |
| 2021-06-30 | $25k | 341 | 73.31 |
| 2021-03-31 | $22k | 341 | 64.52 |
| 2020-12-31 | $18k | 341 | 52.79 |
| 2020-09-30 | $12k | 341 | 35.19 |
| 2020-06-30 | $12k | 341 | 35.19 |
| 2019-09-30 | $1.6M | 39k | 41.82 |
| 2019-06-30 | $1.5M | 39k | 40.19 |
| 2019-03-31 | $1.6M | 39k | 42.75 |
| 2018-12-31 | $1.6M | 38k | 41.52 |
| 2018-09-30 | $1.9M | 38k | 49.15 |
| 2018-06-30 | $2.1M | 41k | 51.10 |
| 2018-03-31 | $2.4M | 46k | 52.21 |
| 2017-12-31 | $2.8M | 54k | 51.37 |
| 2017-09-30 | $2.4M | 54k | 43.74 |
| 2017-06-30 | $2.3M | 54k | 42.97 |
| 2017-03-31 | $2.3M | 55k | 40.80 |
| 2016-12-31 | $2.3M | 57k | 39.46 |
| 2016-09-30 | $1.8M | 57k | 31.57 |
| 2016-06-30 | $1.4M | 57k | 25.31 |
| 2016-03-31 | $1.7M | 61k | 28.02 |
| 2015-12-31 | $2.0M | 61k | 32.93 |
| 2015-09-30 | $1.7M | 61k | 28.56 |
| 2015-06-30 | $7.8M | 240k | 32.65 |
| 2015-03-31 | $3.8M | 124k | 30.44 |
| 2014-12-31 | $5.1M | 170k | 30.19 |
| 2014-09-30 | $5.1M | 173k | 29.39 |
| 2014-06-30 | $4.7M | 173k | 26.93 |
| 2014-03-31 | $4.8M | 177k | 27.33 |
| 2013-12-31 | $4.8M | 186k | 26.00 |
| 2013-09-30 | $4.0M | 187k | 21.14 |
| 2013-06-30 | $4.0M | 188k | 21.23 |
| 2013-03-31 | $3.3M | 188k | 17.69 |
| 2012-12-31 | $3.0M | 207k | 14.36 |
| 2012-09-30 | $2.7M | 207k | 12.79 |
| 2012-06-30 | $2.7M | 209k | 12.93 |
| 2012-03-31 | $0 | 320k | 0.00 |
More positions owned by Essex Investment Management
View all positions for Essex Investment Management