A detailed history of Hyperion Capital Advisors LP transactions in Schwab Charles Corp stock. As of the latest transaction made, Hyperion Capital Advisors LP holds 147,051 shares of SCHW stock, worth $10.6 Million. This represents 5.18% of its overall portfolio holdings.

Number of Shares
147,051
Previous 150,010 1.97%
Holding current value
$10.6 Million
Previous $10.9 Million 0.14%
% of portfolio
5.18%
Previous 5.19%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

SELL
$70.03 - $78.9 $207,218 - $233,465
-2,959 Reduced 1.97%
147,051 $10.8 Million
Q1 2024

May 14, 2024

SELL
$61.89 - $72.38 $262,599 - $307,108
-4,243 Reduced 2.75%
150,010 $10.9 Million
Q3 2023

Nov 13, 2023

BUY
$54.2 - $67.94 $243,900 - $305,730
4,500 Added 3.0%
154,253 $8.47 Million
Q2 2023

Aug 11, 2023

BUY
$47.37 - $57.14 $2.24 Million - $2.7 Million
47,192 Added 46.01%
149,753 $8.49 Million
Q1 2023

May 12, 2023

BUY
$51.91 - $85.6 $4.76 Million - $7.85 Million
91,662 Added 841.01%
102,561 $5.37 Million
Q4 2020

Feb 16, 2021

SELL
$36.75 - $53.04 $183,750 - $265,200
-5,000 Reduced 31.45%
10,899 $578,000
Q3 2020

Nov 16, 2020

BUY
$33.02 - $36.28 $46,228 - $50,792
1,400 Added 9.66%
15,899 $576,000
Q2 2020

Aug 14, 2020

BUY
$31.75 - $42.82 $3,429 - $4,624
108 Added 0.75%
14,499 $489,000
Q4 2019

Feb 14, 2020

BUY
$35.1 - $51.07 $505,124 - $734,948
14,391 New
14,391 $684,000

Others Institutions Holding SCHW

About SCHWAB CHARLES CORP


  • Ticker SCHW
  • Exchange NYSE
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 1,817,789,952
  • Market Cap $131B
  • Description
  • The Charles Schwab Corporation, together with its subsidiaries, provides wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. The company operates in two segments, Investor Services and Advisor Services. The Investor Services segment provides retail brokerage, investment advisory, banking ...
More about SCHW
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