Charles Schwab · ESS Holdings Trend
Essex Property Trust · SEC 13F
Charles Schwab Holdings of ESS by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 696K | $170M | — |
| 2024Q2 | 707K | $192M | +12.9% |
| 2024Q3 | 754K | $223M | +15.8% |
| 2024Q4 | 773K | $221M | -1.0% |
| 2025Q1 | 778K | $239M | +8.1% |
| 2025Q2 | 801K | $227M | -4.9% |
| 2025Q3 | 1.6M | $452M | +99.2% |
| 2025Q4 | 848K | $222M | -50.9% |
| 2026Q1 | 888K | $215M | -3.2% |
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Data source: SEC EDGAR Form 13F