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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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 |
|---|---|---|---|
| 2025-09-30 | $470k | 18k | 26.34 |
| 2025-06-30 | $465k | 19k | 24.43 |
| 2025-03-31 | $431k | 20k | 22.07 |
| 2024-12-31 | $442k | 19k | 23.18 |
| 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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