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 |
IBM
IBM
|
+$122M |
| 2 |
Apple
AAPL
|
+$110M |
| 3 |
AGN
Allergan plc
AGN
|
+$103M |
| 4 |
Medtronic
MDT
|
+$102M |
| 5 |
Qualcomm
QCOM
|
+$90.4M |
Top Sells
| 1 |
AGN
ALLERGAN INC
AGN
|
+$166M |
| 2 |
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
|
+$111M |
| 3 |
AT&T
T
|
+$76.2M |
| 4 |
Yum! Brands
YUM
|
+$59.7M |
| 5 |
PNC Financial Services
PNC
|
+$51.2M |
Sector Composition
| 1 | Healthcare | 14.93% |
| 2 | Technology | 13.86% |
| 3 | Financials | 13.26% |
| 4 | Industrials | 10.74% |
| 5 | Consumer Discretionary | 9.09% |
