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 |
Home Depot
HD
|
$255M |
| 2 |
Exxon Mobil
XOM
|
$94.4M |
| 3 |
Apple
AAPL
|
$67.7M |
| 4 |
Verizon
VZ
|
$56.9M |
| 5 |
Boeing
BA
|
$54.6M |
Top Sells
| 1 |
Chevron
CVX
|
$167M |
| 2 |
SE
Spectra Energy Corp Wi
SE
|
$85.4M |
| 3 |
STJ
St Jude Medical
STJ
|
$69M |
| 4 |
LLTC
Linear Technology Corp
LLTC
|
$63.3M |
| 5 |
Caterpillar
CAT
|
$62.5M |
Sector Composition
| 1 | Technology | 14.8% |
| 2 | Financials | 14.54% |
| 3 | Healthcare | 12.7% |
| 4 | Industrials | 11.01% |
| 5 | Consumer Discretionary | 9.01% |
