The Charles Schwab Corporation (SCHW): A Bull Case Theory
We came across a bullish thesis on The Charles Schwab Corporation on The Diversified Fins Analyst’s Substack by Collin Cook. In this article, we will summarize the bulls’ thesis on SCHW.
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. | Yacktman Asset Management Donald Yacktman | 3,936,540 | $393,299,711 | -7% | 5.51% |
| 2. | Hosking Partners Jeremy Hosking | 273,683 | $27,343,669 | -1% | 0.93% |
| 3. | Bailard Inc Thomas Bailard | 53,166 | $5,311,860 | -5% | 0.12% |
| 4. | Skylands Capital Charles Paquelet | 47,000 | $4,695,770 | +71% | 0.64% |
| 5. | GAMCO Investors Mario Gabelli | 27,763 | $2,773,801 | -2% | 0.03% |
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 |
|---|---|---|---|---|---|---|
| $103.81 | 67,975 | $7,056,423.57 | 55,782,729 | 2026-02-04 | Filing | |
| $103.74 | 96,625 | $10,023,529.65 | 55,850,704 | 2026-02-03 | Filing | |
| $104.25 | 94,948 | $9,898,518.90 | 529,346 | 2026-02-04 | Filing | |
| $104.24 | 21,429 | $2,233,821.10 | 529,346 | 2026-02-03 | Filing | |
| $103.85 | 141,033 | $14,646,065.50 | 550,775 | 2026-02-03 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 150,528,952 | $15,039,347,595 | 0.22% | |
| 2. | 15,366,868 | $1,535,303,781 | 0.5% | |
| 3. | 10,465,592 | $1,045,617,297 | 4.14% | |
| 4. | 7,365,471 | $735,884,207 | 0.12% | |
| 5. | 4,374,174 | $437,023,724 | 7.31% |
News See All
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