SEC 13F Intelligence

Hamilton Point Investment Advisors, LLC / SCHW

Hamilton Point Investment Advisors, LLC’s Schwab Charles Corp Position

Does Hamilton Point Investment Advisors, LLC own Schwab Charles Corp (SCHW)? Not currently — the last reported position was 97.1K shares worth $5M in Q4 2019; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$5M
Q4 2019
Shares
97.1K
% of Portfolio
+1.76%
Quarters Held
5
position exited

Position History SCHW

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $4MQ1 ’19Q2 ’19: $4MQ2 ’19Q3 ’19: $4MQ3 ’19Q4 ’19: $5MQ4 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q4 201997.1K$5M+1.76%
Q3 201996.3K$4M+1.65%
Q2 201994.5K$4M+1.62%
Q1 201993.1K$4M+1.77%
Q4 201892.2K$4M+1.94%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hamilton Point Investment Advisors, LLC’s full portfolio or all institutional holders of SCHW.