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, and each recipient will start managing a $10,000 HSF Schwab Brokerage Account.
2. Third year recipients will receive an additional $5,000 to manage, totaling $15,000.
3. Fourth year recipients will receive an additional $5,000 to manage, totaling $20,000.
4. After graduation from college and fulfillment of all recipient responsibilities, ALL gains in the HSF Account up to $10,000 will be deposited in the recipient’s Personal Account. Recipients will not be responsible for any loss in the HSF Account.

“If you don’t find a way to make money while you sleep,
you will have to work until you die”
Warren Buffett

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.