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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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All positions including Charles Schwab Corporation held by Essex consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Essex

Quarter filed Position value Share count Share price at filing
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