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 | +$71.6M | |
| 2 | +$63M | |
| 3 | +$55.2M | |
| 4 |
Coca-Cola
KO
|
+$53.3M |
| 5 |
Johnson Controls International
JCI
|
+$44M |
Top Sells
| 1 | +$155M | |
| 2 | +$76.3M | |
| 3 | +$60M | |
| 4 |
Delta Air Lines
DAL
|
+$51.4M |
| 5 |
JPMorgan Chase
JPM
|
+$50.8M |
Sector Composition
| 1 | Technology | 14.08% |
| 2 | Healthcare | 13.5% |
| 3 | Financials | 13.06% |
| 4 | Industrials | 10.7% |
| 5 | Consumer Discretionary | 8.94% |