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
Download as csv
Download as Excel
Quarterly reported holdings in Charles Schwab Corporation by Hyperion Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.3M | 98k | 95.47 |
| 2025-06-30 | $9.3M | 102k | 91.24 |
| 2025-03-31 | $9.3M | 118k | 78.28 |
| 2024-12-31 | $9.9M | 134k | 74.01 |
| 2024-09-30 | $9.3M | 143k | 64.81 |
| 2024-06-30 | $11M | 147k | 73.69 |
| 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 |