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HICKORY ASSET MANAGEMENT, INC.: SCHW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HICKORY ASSET MANAGEMENT, INC. on SCHW, newest first. How the timeline and the estimate are built.

HICKORY ASSET MANAGEMENT, INC. held 16,933 SCHW shares at 2025-06-30 per its 13F-HR filed 2025-07-22.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 16,933 shares
    Change vs previous 13F +137 shares

    1.28% of the 13F portfolio, value $1,544,955.

    13F-HR 0001667731-25-000904 filed by HICKORY ASSET MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 16,796 shares
    Change vs previous 13F -788 shares

    1.17% of the 13F portfolio, value $1,314,778.

    13F-HR 0001667731-25-000438 filed by HICKORY ASSET MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 17,584 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $1,301,382.

    13F-HR 0001667731-25-000182 filed by HICKORY ASSET MANAGEMENT, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).