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.

Schwab Brokerage Account Particulars  
1. Each second year recipient will be provided with $1,000 to establish a personal Schwab Brokerage Account and will be provided with a $20,000 HSF Schwab Brokerage Account to manage until graduation.
2. Each recipient will learn “first-hand” how to select and research common stock, how to write investment reports, how to purchase and sell stock, how to select a stock to sell, and how to perform an analysis of their portfolio performance.
3. After graduation from college and fulfillment of all recipient responsibilities, ALL stock appreciation and dividends in the HSF Schwab Brokerage Account managed by recipient will be transferred to the recipient’s personal Schwab Brokerage Account, up to $10,000. Recipients will not be responsible for any loss in the HSF brokerage Account.

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

Investment Returns
The average holding period is 2.5 years. Average returns have exceeded the S&P 500 Index by over 4% over the past 7 years. All investments are in S&P 500 Index stocks that meet value investment criteria established by HSF.

2015 Graduation Class
1.Average Hagan Scholar Account return: 50%
2. S&P 500 Index return: 39%

2016 Graduation Class
1. Average Hagan Scholar Account return: 23%
2. S&P 500 Index return: 14%

2017 Graduation Class
1. Average Hagan Scholar Account return: 26% 
2. S&P 500 Index return: 17%

2018 Graduation Class
1. Average Hagan Scholar Account return: 38%
2. S&P 500 Index return: 23%

2019 Graduation Class
1. Average Hagan Scholar Account return: 34%
2. S&P 500 Index return: 37%

2020 Graduation Class
1. Average Hagan Scholar Account return: 17%
2. S&P 500 Index return: 24%

2021 Graduation Class 
1. Average Hagan Scholar Account return: 60%
2. S&P 500 Index return: 52%

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