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.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 21,952,062 | $2,025,516,897 | -2% | 0.6% |
| 2. | Markel Gayner Asset Management Tom Gayner | 1,394,800 | $128,698,196 | +1% | 0.98% |
| 3. | Walleye Capital Will England | 380,017 | $35,064,169 | +822% | 0.13% |
| 4. | 347,000 | $32,017,690 | +389% | 0.11% | |
| 5. | Titan Global Capital Clayton Gardner And Joe Percoco | 285,384 | $26,332,273 | +1% | 3.36% |
| 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 |
|---|---|---|---|---|---|---|
| $106.36 | 22,640 | $2,408,035.68 | 1,350,898 | 2026-08-04 | Filing | |
| $106.08 | 47,650 | $5,054,569.05 | 53,877,941 | 2026-08-04 | Filing | |
| $105.52 | 95,250 | $10,050,418.05 | 53,925,591 | 2026-08-03 | Filing | |
| $105.82 | 95,450 | $10,100,060.84 | 30,114,318 | 2026-07-29 | Filing | |
| $105.60 | 48,000 | $5,068,627.20 | 54,080,841 | 2026-07-28 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 13,356,306 | $2,129,335,613 | 0.68% | |
| 2. | 5,571,968 | $514,124,031 | 0.12% | |
| 3. | 3,716,441 | $342,916,011 | 7.19% | |
| 4. | 3,460,277 | $319,279,759 | 0.18% | |
| 5. | 2,741,997 | $253,005,349 | 0.12% |