Schwab Brokerage Accounts

Schwab brokerage accounts are an integral part of the Hagan Scholarship and are intended to provide recipients with the opportunity to learn “first-hand” how to invest in order to achieve financial security. This is accomplished by teaching recipients how to select and research common stock, how to write investment reports, how to purchase and sell stock, and how to evaluate and manage an investment portfolio.

Schwab Brokerage Account Particulars
1. Second year recipients will open a Personal Schwab Brokerage Account. Then, HSF will deposit $100 in each account. Recipient accounts are owned by the recipient and only the recipient can access the account, so the recipient can continue using the account after graduation from college.
2. Second year recipients will manage a $10,000 HSF Schwab Brokerage Account. The HSF Schwab Accounts are owned by HSF, but managed by recipients.
3. Third year recipients will manage an additional $5,000 that will be deposited in the HSF Schwab Account. The recipient is now managing $15,000.
4. Fourth year recipients will manage an additional $5,000 that will be deposited in the HSF Schwab Account. The recipient is now managing $20,000.
5. After graduation from college and fulfillment of all recipient responsibilities, ALL gains in the HSF Schwab Account managed by the recipient up to $10,000 will be deposited in the recipient’s Personal Schwab Brokerage Account. Recipients will not be responsible for any loss in the HSF Schwab Account.

HSF Assets Managed by Hagan Scholars: $11,850,023

Investment Returns
The average holding period is 2.5 years. All investments are in S&P 500 Index stocks that meet value investment criteria established by HSF.

2015 Graduation Class
Average Total Return All Accounts: 50%

2016 Graduation Class
Average Total Return All Accounts: 23%

2017 Graduation Class
Average Total Return All Accounts: 26%

2018 Graduation Class
Average Total Return All Accounts: 38%

2019 Graduation Class
Average Total Return All Accounts: 34%

2020 Graduation Class
Average Total Return All Accounts: 17%

2021 Graduation Class 
Average Total Return All Accounts: 60%

2022 Graduation Class 
Average Total Return All Accounts: 24%

Decisions made by HSF are final and not subject to appeal. Terms and Conditions are subject to change without notice.