Schwab Strategic Tr us lrg cap etf shares owned by Essex Savings Bank
Quarter-by-quarter ownership of Schwab Strategic Tr us lrg cap etf (SCHX) shares owned by Essex Savings Bank
from 13F filings
Historical chart of Essex Savings Bank investment in Schwab Strategic Tr us lrg cap etf
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All positions including Schwab Strategic Tr us lrg cap etf held by Essex Savings Bank consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab Strategic Tr us lrg cap etf by Essex Savings Bank
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $432k | 6.4k | 67.85 |
| 2024-06-30 | $440k | 6.9k | 64.25 |
| 2024-03-31 | $373k | 6.6k | 56.40 |
| 2023-12-31 | $373k | 6.6k | 56.40 |
| 2023-09-30 | $335k | 6.6k | 50.59 |
| 2022-06-30 | $254k | 5.7k | 44.79 |
| 2022-03-31 | $318k | 5.9k | 54.00 |
| 2021-12-31 | $347k | 3.0k | 114.10 |
| 2021-09-30 | $339k | 3.1k | 109.76 |
| 2019-06-30 | $96k | 1.4k | 70.33 |
| 2019-03-31 | $34k | 500 | 68.00 |
| 2018-12-31 | $30k | 500 | 60.00 |
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