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Charles Schwab Corporation shares owned by Hyperion Capital Advisors

Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by Hyperion Capital Advisors from 13F filings

Historical chart of Hyperion Capital Advisors investment in Charles Schwab Corporation

Tip: Access up to 7 years of quarterly data

All positions including Charles Schwab Corporation held by Hyperion Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Charles Schwab Corporation by Hyperion Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 150k 72.34
2023-12-31 $11M 155k 68.80
2023-09-30 $8.5M 154k 54.90
2023-06-30 $8.5M 150k 56.68
2023-03-31 $5.4M 103k 52.38
2022-12-31 $908k 11k 83.26
2022-09-30 $783k 11k 71.84
2022-06-30 $689k 11k 63.22
2022-03-31 $919k 11k 84.32
2021-12-31 $917k 11k 84.14
2021-09-30 $794k 11k 72.85
2021-06-30 $794k 11k 72.85
2021-03-31 $710k 11k 65.14
2020-12-31 $578k 11k 53.03
2020-09-30 $576k 16k 36.23
2020-06-30 $489k 15k 33.73
2020-03-31 $484k 14k 33.63
2019-12-31 $684k 14k 47.53