SEC 13F Intelligence

Hickory Asset Management, Inc. / SCHW

Hickory Asset Management, Inc.’s Schwab Charles Corp Position

Does Hickory Asset Management, Inc. own Schwab Charles Corp (SCHW)? Yes16.9K shares worth $2M (+1.28% of its 13F portfolio) as of Q2 2025, up from 16.8K shares the prior filed quarter.

Position Value
$2M
Q2 2025
Shares
16.9K
% of Portfolio
+1.28%
Quarters Held
3
currently held

Position History SCHW

Reported value by quarter
Q4 ’24: $1MQ4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $2MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202516.9K$2M+1.28%
Q1 202516.8K$1M+1.17%
Q4 202417.6K$1M+1.11%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hickory Asset Management, Inc.’s full portfolio or all institutional holders of SCHW.