Question 1

How many shares of ESQ does CHARLES SCHWAB INVESTMENT MANAGEMENT INC own?

Accepted Answer

As of 2026-Q2, CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds 56,931 shares of ESQ (ESQUIRE FINANCIAL HOLDINGS I).

Question 2

What is CHARLES SCHWAB INVESTMENT MANAGEMENT INC's ESQ position worth?

Accepted Answer

As of 2026-Q2, CHARLES SCHWAB INVESTMENT MANAGEMENT INC's ESQ position is worth $6.8M.

Question 3

Is CHARLES SCHWAB INVESTMENT MANAGEMENT INC buying or selling ESQ?

Accepted Answer

In 2026-Q2, CHARLES SCHWAB INVESTMENT MANAGEMENT INC increased their ESQ position (+2.6% change in shares).

Question 4

When did CHARLES SCHWAB INVESTMENT MANAGEMENT INC first buy ESQ?

Accepted Answer

Based on available 13F filings, CHARLES SCHWAB INVESTMENT MANAGEMENT INC first reported a position in ESQ in 2018-Q4. They have held the position across 28 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	56,931	+2.6%	$6.8M	0.0%	$118.93	28
2026-Q1	Decreased	55,473	-3.5%	$6M	0.0%	$107.13	0
2025-Q4	Increased	57,472	+0.6%	$5.9M	0.0%	$101.53	27
2025-Q3	Increased	57,134	+163.9%	$5.8M	0.0%	$101.33	44
2025-Q2	Increased	21,649	+5.8%	$2M	0.0%	$93.82	27
2025-Q1	Increased	20,459	+0.0%	$1.5M	0.0%	$74.57	25
2024-Q4	Increased	20,453	+2.3%	$1.6M	0.0%	$78.48	26
2024-Q3	Increased	19,986	+0.1%	$1.3M	0.0%	$64.24	25
2024-Q2	Increased	19,960	+5.3%	$950,096	0.0%	$46.77	26
2024-Q1	Unchanged	18,954	0.0%	$899,746	0.0%	$46.50	0
2023-Q4	Decreased	18,954	-3.0%	$946,942	0.0%	$48.78	0
2023-Q3	Increased	19,533	+3.0%	$892,463	0.0%	$44.49	26
2023-Q2	Decreased	18,962	-1.1%	$867,322	0.0%	$44.43	0
2023-Q1	Increased	19,177	+6.3%	$749,821	0.0%	$37.86	26
2022-Q4	Increased	18,045	+3.8%	$780,627	0.0%	$41.79	26
2022-Q3	Decreased	17,391	-7.0%	$654,000	0.0%	$36.19	0
2022-Q2	New	18,703	-	$623,000	0.0%	$32.02	34
2021-Q2	Exited	0	-100.0%	$0	0.0%	$22.73	0
2021-Q1	Increased	18,066	+10.6%	$413,000	0.0%	$21.88	26
2020-Q4	Increased	16,328	+8.2%	$314,000	0.0%	$18.41	25
2020-Q3	Decreased	15,092	-7.6%	$227,000	0.0%	$14.39	0
2020-Q2	Increased	16,331	+7.5%	$276,000	0.0%	$16.21	25
2020-Q1	Increased	15,194	+1.2%	$229,000	0.0%	$14.44	23
2019-Q4	Unchanged	15,009	0.0%	$392,000	0.0%	$25.00	0
2019-Q3	Unchanged	15,009	0.0%	$373,000	0.0%	$23.79	0
2019-Q2	Decreased	15,009	-1.7%	$378,000	0.0%	$24.12	0
2019-Q1	Increased	15,264	+17.9%	$348,000	0.0%	$21.83	28
2018-Q4	New	12,950	-	$282,000	0.0%	$20.81	32

ESQ28 quarters

ESQ
28 quarters