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 |
Kraft Heinz
KHC
|
$105M |
| 2 |
AT&T
T
|
$97.2M |
| 3 |
Netflix
NFLX
|
$95.5M |
| 4 |
Kroger
KR
|
$82.9M |
| 5 |
PayPal
PYPL
|
$82.4M |
Top Sells
| 1 |
DTV
DIRECTV COM STK (DE)
DTV
|
$135M |
| 2 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$126M |
| 3 |
HSP
HOSPIRA INC
HSP
|
$48.7M |
| 4 |
General Dynamics
GD
|
$44.6M |
| 5 |
PLL
PALL CORP
PLL
|
$43.3M |
Sector Composition
| 1 | Healthcare | 14.39% |
| 2 | Financials | 14.1% |
| 3 | Technology | 13.45% |
| 4 | Industrials | 10.41% |
| 5 | Consumer Discretionary | 9.49% |
