Essex LLC’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Hold |
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|
2025
Q1 | $317K | Hold |
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|
2024
Q4 | $300K | Hold |
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|
2024
Q3 | $262K | Sell |
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|
2024
Q2 | $326K | Sell |
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|
2024
Q1 | $331K | Hold |
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|
2023
Q4 | $314K | Sell |
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|
2023
Q3 | $253K | Sell |
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|
2023
Q2 | $262K | Buy |
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|
2023
Q1 | $337K | Hold |
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|
2022
Q4 | $337K | Hold |
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|
2022
Q3 | $291K | Hold |
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|
2022
Q2 | $255K | Sell |
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|
2022
Q1 | $348K | Sell |
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|
2021
Q4 | $487K | Sell |
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|
2021
Q3 | $1.16M | Buy |
|