Here’s What Happened to Charles Schwab’s (SCHW) Transition
Middle Coast Investing, an investment advisor firm, released its third-quarter investor letter. A copy of the letter can be downloaded here. It was a frustrating quarter for the firm.
Schwab Charles Corp (SCHW)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Greenhaven Associates Edgar Wachenheim | 20,000 | $1,296,200 | 0.01% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $66.26 | 25,000 | Officer, Director | 827,377 | 2024-07-17 | Filing | |
| $62.05 | 10,000 | Officer | 144,228 | 2024-07-17 | Filing | |
| $60.55 | 833 | Director | 3,386 | 2023-08-17 | Filing | |
| $53.47 | 5,000 | Director | 9,984 | 2023-03-28 | Filing | |
| $54.83 | 5,000 | Officer | 120,653 | 2023-03-17 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $64.06 | 3,600 | Director | 554,929 | 2024-09-17 | Filing | |
| $64.05 | 5,400 | Director | 1,640,514 | 2024-09-17 | Filing | |
| $65.24 | 3,600 | Director | 558,529 | 2024-08-16 | Filing | |
| $65.25 | 5,400 | Director | 1,645,914 | 2024-08-16 | Filing | |
| $65.13 | 4,928 | Director | 562,129 | 2024-08-15 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 226,068,225 | $15,553,493,879 | 42.92% | |
| 2. | 119,920,310 | $8,250,517,327 | 0.18% | |
| 3. | 95,180,345 | $6,548,407,740 | 0.16% | |
| 4. | 61,360,309 | $4,221,589,259 | 0.2% | |
| 5. | 43,682,682 | $3,005,368,572 | 0.32% |
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Billionaire Hedge Funds
