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Signal dossier · Q4 2025
SCHW
Charles Schwab · Financials
HoldLens verdict · single −100..+100 scale
BUY
Score: +32 / +100
WEAK BUY
2 tracked managers buying with 1 on a 4+ quarter streak. MODERATE signal.
Unified ConvictionScore · −100..+100
Smart money + insider + track record + trend + concentration + contrarian − dissent − crowding
+32
Buy component
+32
Dissent penalty
−0
Unanimity bonus
+10
Quality differential
+0
Info density
+9
Buyers / Sellers
2 / 0
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Multi-quarter conviction
Managers who have been moving the same direction on SCHW for 2+ consecutive quarters. Streaks matter far more than single-quarter moves — they reveal thesis conviction, not reactive trading.
Consecutive-quarter BUYERS
Smart money activity
Every tracked 13F move on SCHW — grouped by quarter, ranked by manager quality.
Smart money activity
5 buys · 0 sells across tracked 13F filings
Net signal: STRONG BUY
Q4 2025(2 moves)
| Portfolio manager | % portfolio |
|---|---|
John ArmitageTier 1 Egerton Capital | 4.70% |
Brave Warrior Advisors | 19.60% |
Q3 2025(1 move)
| Portfolio manager | % portfolio |
|---|---|
Brave Warrior Advisors | 17.80% |
Q2 2025(1 move)
| Portfolio manager | % portfolio |
|---|---|
Brave Warrior Advisors | 16.90% |
Q1 2025(1 move)
| Portfolio manager | % portfolio |
|---|---|
Brave Warrior Advisors | 16.30% |
Insider activity
What the company's own executives and directors are doing — buys are highly bullish.
Insider activity (Form 4)
1 buy · 0 sells from corporate insiders
Net: INSIDER BUYING
| Insider | Value |
|---|---|
Walt Bettinger Co-Chairman | $2.16M |
Latest news
Recent headlines for SCHW — context for the moves above.
Current ownership
2 tracked superinvestors currently hold SCHW as a top position.
| Manager | % Portfolio |
|---|---|
| Glenn Greenberg Top conviction. Fee compression priced in. | 17.8% |
| John Armitage Discount broker franchise. | 4.7% |
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HoldLens Signal combines multi-factor recommendation scoring with live prices, multi-quarter trend detection, and real-time news. Not investment advice. Methodology.