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 |
Merck
MRK
|
+$73.8M |
| 2 |
Exxon Mobil
XOM
|
+$52.5M |
| 3 |
Chubb
CB
|
+$50.8M |
| 4 |
Broadcom
AVGO
|
+$50.4M |
| 5 |
Meta Platforms (Facebook)
META
|
+$49.1M |
Top Sells
| 1 |
Home Depot
HD
|
+$119M |
| 2 |
CB
CHUBB CORPORATION
CB
|
+$87.3M |
| 3 |
PCP
PRECISION CASTPARTS CORP
PCP
|
+$84.9M |
| 4 |
BRCM
BROADCOM CORP CL-A
BRCM
|
+$84.8M |
| 5 |
Reinsurance Group of America
RGA
|
+$79.5M |
Sector Composition
| 1 | Technology | 13.79% |
| 2 | Healthcare | 13.65% |
| 3 | Financials | 13.01% |
| 4 | Industrials | 10.7% |
| 5 | Consumer Discretionary | 9.2% |
