Charles Schwab Corporation shares owned by Essex
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Essex
from 13F filings
Historical chart of Essex investment in Charles Schwab Corporation
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Quarterly reported holdings in Charles Schwab Corporation by Essex
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $378k | 4.0k | 95.47 |
| 2025-06-30 | $370k | 4.1k | 91.24 |
| 2025-03-31 | $317k | 4.1k | 78.28 |
| 2024-12-31 | $300k | 4.1k | 74.01 |
| 2024-09-30 | $263k | 4.1k | 64.81 |
| 2024-06-30 | $326k | 4.4k | 73.69 |
| 2024-03-31 | $331k | 4.6k | 72.34 |
| 2023-12-31 | $314k | 4.6k | 68.80 |
| 2023-09-30 | $253k | 4.6k | 54.90 |
| 2023-06-30 | $262k | 4.6k | 56.68 |
| 2023-03-31 | $337k | 4.0k | 83.26 |
| 2022-12-31 | $337k | 4.0k | 83.26 |
| 2022-09-30 | $291k | 4.0k | 71.96 |
| 2022-06-30 | $255k | 4.0k | 63.06 |
| 2022-03-31 | $348k | 4.1k | 84.28 |
| 2021-12-31 | $487k | 5.8k | 84.04 |
| 2021-09-30 | $1.2M | 16k | 72.83 |