Charles Schwab Corporation shares owned by HPM Partners
Quarter-by-quarter ownership of Charles Schwab Corporation (SCHW) shares owned by HPM Partners
from 13F filings
Historical chart of HPM Partners investment in Charles Schwab Corporation
Tip: Access up to 7 years of quarterly data
All positions including Charles Schwab Corporation held by HPM Partners 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 HPM Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $75M | 1.0M | 72.67 |
| 2023-12-31 | $69M | 1.0M | 68.80 |
| 2023-09-30 | $50M | 911k | 54.90 |
| 2023-06-30 | $58M | 1.0M | 56.68 |
| 2023-03-31 | $80M | 1.2M | 67.17 |
| 2022-12-31 | $83M | 952k | 87.40 |
| 2022-09-30 | $25M | 352k | 71.87 |
| 2022-06-30 | $21M | 337k | 63.18 |
| 2022-03-31 | $8.0M | 116k | 69.40 |
| 2021-12-31 | $8.5M | 119k | 71.35 |
| 2021-09-30 | $2.6M | 36k | 72.84 |
| 2021-06-30 | $2.7M | 37k | 72.81 |
| 2021-03-31 | $1.3M | 20k | 65.17 |
| 2020-12-31 | $1.4M | 26k | 53.05 |
| 2020-09-30 | $765k | 21k | 36.23 |
| 2020-06-30 | $589k | 18k | 33.74 |
| 2020-03-31 | $425k | 13k | 33.55 |
| 2019-12-31 | $678k | 14k | 47.56 |
| 2019-09-30 | $1.7M | 41k | 41.82 |
| 2019-06-30 | $570k | 14k | 40.17 |
| 2019-03-31 | $1.1M | 26k | 42.78 |
| 2018-12-31 | $1.1M | 26k | 41.55 |
| 2018-09-30 | $1.3M | 26k | 49.13 |
| 2018-06-30 | $1.3M | 26k | 51.09 |
| 2018-03-31 | $1.5M | 28k | 52.20 |
| 2017-12-31 | $1.5M | 29k | 51.38 |
| 2017-09-30 | $1.3M | 29k | 43.75 |
| 2017-06-30 | $5.8M | 97k | 59.89 |
| 2017-03-31 | $981k | 24k | 40.79 |