Is The Charles Schwab Corporation (SCHW) Trading at a Discount?
Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
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. | 0 | $0 | 0% |
Insider Trading: Purchases See All
| 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 Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $102.01 | 21,750 | $2,218,721.85 | 0 | 2026-07-07 | Filing | |
| $102.01 | 2,000 | $204,017.80 | 13,738 | 2026-07-07 | Filing | |
| $100.01 | 2,000 | $200,014.80 | 15,738 | 2026-07-06 | Filing | |
| $97.03 | 2,000 | $194,059.40 | 17,738 | 2026-07-02 | Filing | |
| $92.22 | 27,500 | $2,536,127.00 | 30,209,768 | 2026-05-19 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,550,333 | $235,319,226 | 1.18% | |
| 2. | 1,743,958 | $160,915,005 | 0.2% | |
| 3. | 1,337,145 | $123,378,369 | 1.09% | |
| 4. | 1,052,531 | $97,116,989 | 0.22% | |
| 5. | 831,512 | $76,723,613 | 0.07% |
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