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Home > Insider Trading > Schwab Charles Corp > Hedge Fund Holdings

Schwab Charles Corp (SCHW)

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Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last update:
No. Hedge Fund Shares Value Activity % Port
1.
Bailard Inc

Thomas Bailard

 50,611 $4,946,779 -2% 0.1%
2.
Lakehouse Capital

Joe Magyer

 32,894 $3,215 2.82%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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