Hyperion Capital Advisors’s Charles Schwab SCHW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.3M | Sell |
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|
2025
Q1 | $9.26M | Sell |
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|
2024
Q4 | $9.94M | Sell |
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|
2024
Q3 | $9.27M | Sell |
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|
2024
Q2 | $10.8M | Sell |
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|
2024
Q1 | $10.9M | Sell |
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|
2023
Q4 | $10.6M | Buy |
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|
2023
Q3 | $8.47M | Buy |
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|
2023
Q2 | $8.49M | Buy |
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|
2023
Q1 | $5.37M | Buy |
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|
2022
Q4 | $907K | Hold |
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|
2022
Q3 | $783K | Hold |
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|
2022
Q2 | $689K | Hold |
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|
2022
Q1 | $919K | Hold |
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|
2021
Q4 | $917K | Hold |
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|
2021
Q3 | $794K | Hold |
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|
2021
Q2 | $794K | Hold |
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|
2021
Q1 | $710K | Hold |
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|
2020
Q4 | $578K | Sell |
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|
2020
Q3 | $576K | Buy |
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|
2020
Q2 | $489K | Buy |
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|
2020
Q1 | $484K | Hold |
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|
2019
Q4 | $684K | Buy |
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