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 | $3.33B | |
| 2 | $2.61B | |
| 3 | $1.65B | |
| 4 | $1.34B | |
| 5 | $926M |
Top Sells
| 1 | $2.72B | |
| 2 | $2.48B | |
| 3 | $1.68B | |
| 4 | $762M | |
| 5 | $554M |
Sector Composition
| 1 | Technology | 21.58% |
| 2 | Financials | 11.88% |
| 3 | Healthcare | 10.59% |
| 4 | Consumer Discretionary | 8.92% |
| 5 | Industrials | 8.14% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $1.79M | 0% | 359,120 -4,456 | -1% | -$22.2K | |||
| $1.77M | 0% | 226,439 +3,641 | +2% | +$28.5K | |||
| $1.76M | 0% | 301,645 -12,836 | -4% | -$75K | |||
| $1.76M | 0% | 118,566 +46,594 | +65% | +$692K | |||
| $1.75M | 0% | 573,596 +46,540 | +9% | +$142K | |||
| $1.75M | 0% | 695,895 -33,154 | -5% | -$83.2K | |||
| $1.74M | 0% | 192,717 -4,410 | -2% | -$39.9K | |||
| $1.73M | 0% | 75,644 +58,872 | +351% | +$1.35M | |||
| $1.71M | 0% | 459,326 +7,817 | +2% | +$29.2K | |||
| $1.71M | 0% | 74,519 +1,234 | +2% | +$28.4K | |||
| $1.71M | 0% | 84,136 -18,327 | -18% | -$372K | |||
| $1.71M | 0% | 96,144 | New | +$1.71M | |||
| $1.7M | 0% | 30,344 -4 | -0% | -$224 | |||
| $1.69M | 0% | 325,665 -7,944 | -2% | -$41.2K | |||
| $1.69M | 0% | 1,155,844 -32,994 | -3% | -$48.2K | |||
| $1.69M | 0% | 231,158 -17,042 | -7% | -$124K | |||
| $1.68M | 0% | 489,748 -473,522 | -49% | -$1.63M | |||
| $1.68M | 0% | 315,016 -7,560 | -2% | -$40.4K | |||
| $1.68M | 0% | 239,823 -2,553 | -1% | -$17.9K | |||
| $1.68M | 0% | 217,954 +142,822 | +190% | +$1.1M | |||
| $1.68M | 0% | 361,535 -8,937 | -2% | -$41.5K | |||
| $1.66M | 0% | 56,195 -792 | -1% | -$23.5K | |||
| $1.66M | 0% | 89,062 | New | +$1.66M | |||
| $1.66M | 0% | 125,388 +2,276 | +2% | +$30.1K | |||
| $1.65M | 0% | 225,923 +10,327 | +5% | +$75.3K |
