Charles Schwab Stock (SCHW) Falls 5% Despite Strong Financial Results
Expectations for higher interest rates are hurting financial stocks.
| 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 | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $84.23 | 21,959 | $1,849,512.15 | 218,409 | 2026-05-28 | Filing | |
| $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 |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $97.80 | 5,000 | $489,007.00 | 5,770 | 2026-10-01 | Filing | |
| $109.04 | 3,177 | $346,428.02 | 5,770 | 2026-09-01 | Filing | |
| $110.91 | 74,388 | $8,250,648.32 | 610,360 | 2026-08-28 | Filing | |
| $108.12 | 3,177 | $343,497.56 | 0 | 2026-08-28 | Filing | |
| $109.25 | 9,175 | $1,002,397.19 | 1,323,162 | 2026-08-26 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,923,270 | $285,720,410 | 0.28% | |
| 2. | 2,527,575 | $247,045,181 | 1.25% | |
| 3. | 1,033,167 | $100,981,745 | 0.22% | |
| 4. | 760,217 | $72,032,724 | 0.11% | |
| 5. | 706,350 | $69,038,688 | 0.82% |