Essex Bank

Bank

Position in SCHW — Schwab Charles Corp

CIK 1752212 Essex, CT

Position in SCHW

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,010,378

-$41,769 QoQ

Shares Held

21,788

-0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#932

of 2,304 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Essex Bank holds $4,632,537 across 3 Capital Markets names. SCHW ranks #1 (43.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp This page	21,788	$2,010,378
2	GS	Goldman Sachs Group Inc	1,929	$1,950,932
3	MS	Morgan Stanley	3,211	$671,227

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,010,378	21,788	-0.2%	Shares	Sole	2026-07-23
2026-03-31	$2,052,147	21,836	+0.7%	Shares	Sole	2026-04-17
2025-12-31	$2,166,148	21,681	-0.1%	Shares	Sole	2026-02-02
2025-09-30	$2,071,889	21,702	-0.2%	Shares	Sole	2025-11-04
2025-06-30	$1,983,648	21,741	+0.1%	Shares	Sole	2025-07-11
2025-03-31	$1,700,084	21,718	-0.7%	Shares	Sole	2025-04-21
2024-12-31	$1,618,153	21,864	-0.5%	Shares	Sole	2025-01-14
2024-09-30	$1,424,782	21,984	-6.1%	Shares	Sole	2024-11-01
2024-06-30	$1,724,935	23,408	-2.3%	Shares	Sole	2024-07-23
2024-03-31	$1,732,759	23,953	0.0%	Shares	Sole	2024-04-22
2023-12-31	$1,647,965	23,953	+16.1%	Shares	Sole	2024-01-22
2023-09-30	$1,132,750	20,633	+2.0%	Shares	Sole	2023-10-12
2023-06-30	$1,146,579	20,229	+2.6%	Shares	Sole	2023-07-19
2023-03-31	$1,033,090	19,723	+3.8%	Shares	Sole	2023-04-24
2022-12-31	$1,582,106	19,002	+0.1%	Shares	Sole	2023-01-18
2022-09-30	$1,363,947	18,978	-0.1%	Shares	Sole	2022-10-19
2022-06-30	$1,200,419	19,000	-0.0%	Shares	Sole	2022-07-19
2022-03-31	$1,602,226	19,004	+30.9%	Shares	Sole	2022-05-03
2021-12-31	$1,220,626	14,514	+1.3%	Shares	Sole	2022-02-23
2021-09-30	$1,043,942	14,332	-1.0%	Shares	Sole	2021-10-20
2021-06-30	$1,053,632	14,471	+0.4%	Shares	Sole	2021-07-29
2021-03-31	$939,308	14,411	0.0%	Shares	Sole	2021-04-22
2020-12-31	$764,359	14,411	+63.4%	Shares	Sole	2021-02-03
2020-09-30	$319,439	8,817	—	Shares	Sole	2020-10-26
No filing history on record for this holder in this stock.