Charles Schwab Portfolio holdings
Charles Schwab Corporation, founded in 1971 by Charles R. Schwab and headquartered in Westlake, Texas, is a leading financial services firm that revolutionized retail investing by offering low-cost brokerage services. Initially disrupting the industry with discount commissions, it has grown into a powerhouse providing a wide array of services, including trading platforms, robo-advisors, retirement accounts, and banking products, managing hundreds of billions in client assets. Known for its user-friendly technology and customer-centric approach, Schwab caters to individual investors, financial advisors, and institutions, notably expanding through its 2020 acquisition of TD Ameritrade. With a mission to democratize investing, Charles Schwab remains a dominant force in the shift toward accessible, self-directed wealth management.
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
+$103M |
| 2 |
AGN
Allergan plc
AGN
|
+$67M |
| 3 |
WBA
Walgreens Boots Alliance
WBA
|
+$29.4M |
| 4 |
Intercontinental Exchange
ICE
|
+$24.6M |
| 5 |
Boeing
BA
|
+$23.4M |
Top Sells
| 1 |
Thermo Fisher Scientific
TMO
|
+$76M |
| 2 |
Apple
AAPL
|
+$74.1M |
| 3 |
Wells Fargo
WFC
|
+$67.4M |
| 4 |
JPMorgan Chase
JPM
|
+$67.4M |
| 5 |
Pfizer
PFE
|
+$62.4M |
Sector Composition
| 1 | Financials | 14.52% |
| 2 | Healthcare | 13.47% |
| 3 | Technology | 13.17% |
| 4 | Industrials | 11.28% |
| 5 | Energy | 9.42% |
