Subject: Re: Barrons, Bary guess what's HE buying,
Remember when guessing that the "secret" purchase is in the category "Banks, Insurance and Finance." That is where the cost basis increased during the quarter.

I think SCHW is a real possibility, they seem to be pretty entrenched with so much hassle for advisors to move accounts. But if so it's probably a Todd Combs position. Of course I may be biased because I have a meaningful short put position.