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 |
Kinder Morgan
KMI
|
+$96.8M |
| 2 |
Lowe's Companies
LOW
|
+$94.9M |
| 3 |
Exxon Mobil
XOM
|
+$85.9M |
| 4 |
JPMorgan Chase
JPM
|
+$80.7M |
| 5 |
General Dynamics
GD
|
+$80.6M |
Top Sells
| 1 |
Occidental Petroleum
OXY
|
+$99.6M |
| 2 |
PPG Industries
PPG
|
+$93.7M |
| 3 |
Northrop Grumman
NOC
|
+$60.9M |
| 4 |
Southwest Airlines
LUV
|
+$45.2M |
| 5 |
EOG Resources
EOG
|
+$42.1M |
Sector Composition
| 1 | Healthcare | 14.34% |
| 2 | Financials | 13.89% |
| 3 | Technology | 13.59% |
| 4 | Industrials | 10.96% |
| 5 | Consumer Discretionary | 8.66% |
