Essex Financial Services, Inc.'s ownership history for SCHW

Essex Financial Services, Inc. currently holds 13.8K shares with a market value of $1.3M. It started holding SCHW on 2024-09-30. At its peak, it held 13.8K shares on 2026-03-31. Its highest holding value was $1.3M on 2026-03-31. At its lowest, it held 12.7K shares on 2025-09-30, with a value of $952.7K on 2024-09-30. In the recent 180 days, Essex Financial Services, Inc. has increased its shares by 1.1K. In the recent year, Essex Financial Services, Inc. has increased its shares by 780.