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Najarian buys Schwab as a Fed rate hike trade

Scott Eells | Bloomberg | Getty Images

CNBC "Halftime Report" trader Jon Najarian bought shares of Charles Schwab after spotting unusual activity in the options market.

Najarian's CNBC Pro "Halftime Report" portfolio is up 4 percent in 2015, beating the S&P 500, which is about flat for the year.

Here is what Najarian sees and why he thinks the stock can rally from here...

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