The Charles Schwab Corporation (NYSE:SCHW) Q1 2026 Earnings Call Transcript
Jeff Edwards: Good morning, everyone. Thank you for joining us for Schwab's 2026 Spring business update.
Schwab Charles Corp (SCHW)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Ayrshire Capital Management John Nevin Jr. | 61,896 | $5,816,956 | 3.01% | |
| 2. | Greenhaven Associates Edgar Wachenheim | 12,500 | $1,174,750 | 0.02% | |
| 3. | Bayforest Capital Theodoros Tsagaris | 85 | $7,988 | 0.01% | |
| 4. | Lakehouse Capital Joe Magyer | 32,894 | $4,514 | -71% | 3.04% |
| 5. | Syquant Capital Olivier Leymarie And Henri Jeantet | 0 | $0 | 0% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $66.26 | 25,000 | $1,656,500.00 | 827,377 | 2024-07-17 | Filing | |
| $62.05 | 10,000 | $620,454.00 | 144,228 | 2024-07-17 | Filing | |
| $60.55 | 833 | $50,440.07 | 3,386 | 2023-08-17 | Filing | |
| $53.47 | 5,000 | $267,339.50 | 9,984 | 2023-03-28 | Filing | |
| $54.83 | 5,000 | $274,154.00 | 120,653 | 2023-03-17 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $100.00 | 7,941 | $794,136.53 | 29,866 | 2026-04-15 | Filing | |
| $98.00 | 7,942 | $778,342.21 | 29,866 | 2026-04-14 | Filing | |
| $99.00 | 21,750 | $2,153,326.13 | 0 | 2026-04-14 | Filing | |
| $99.00 | 41,297 | $4,088,522.76 | 57,972 | 2026-04-14 | Filing | |
| $94.90 | 2,740 | $260,024.08 | 57,972 | 2026-03-03 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,374,120 | $129,139,798 | 1.3% | |
| 2. | 705,118 | $64,634,913 | 0.13% | |
| 3. | 454,905 | $42,751,972 | 0.28% | |
| 4. | 357,176 | $33,567,401 | 1.34% | |
| 5. | 311,324 | $29,258,230 | 0.33% |
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