Equity Research Database

Institutional Investment Pitches

Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.

Home Letters Funds Account

The London Company Large Cap's investment thesis on The Charles Schwab Corporation ($SCHW) — Q2 2025 | Buyside Digest

All Pitches

View Letter Analysis

$SCHWNASDAQThe Charles Schwab Corporation

BULL

The London Company Large Cap—SCHW

Fund Letter

Q2 2025

Published June 30, 2025

View Fund Profile

$109.39USD

+0.1% vs last month

$91.48Pitched

+19.6% since pitch

Market Cap$187.0B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

In Q2 2025, The London Company Large Cap portfolio slightly declined by 0.4% (Net), trailing the Russell 1000 Index which gained 11.1%. Performance was challenged...

— Brian Campbell

BSD Research Exclusive

Unlock Full Institutional Investment Theses

Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.

6,000+ Institutional Pitches

Proprietary AI Analysis

100 Letter Unlocks/Cycle

SUBSCRIBE TO BSD RESEARCH ($55/MO)Compare All Plans

Already a Research or Pro subscriber? Sign In

◆ Keep Reading

What other investors think about $SCHW, and what else The London Company Large Cap is buying.

Other pitches on $SCHW

Other investors who've written on The Charles Schwab Corporation

LVS Advisory DefensiveBEAR

Pitched Apr 13, 2023

LVS liquidated its holding in Charles Schwab in early March 2023 due to emerging systemic banking liquidity concerns and unexpected deposit flight. The manager concluded...

View all $SCHW pitches →