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 |
Cisco
CSCO
|
$493M |
| 2 |
Broadcom
AVGO
|
$327M |
| 3 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$324M |
| 4 |
iShares National Muni Bond ETF
MUB
|
$314M |
| 5 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$302M |
Top Sells
| 1 |
SPDR Portfolio Short Term Treasury ETF
SPTS
|
$453M |
| 2 |
iShares MBS ETF
MBB
|
$438M |
| 3 |
AT&T
T
|
$279M |
| 4 |
SPDR S&P Global Natural Resources ETF
GNR
|
$172M |
| 5 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$155M |
Sector Composition
| 1 | Technology | 20% |
| 2 | Healthcare | 13.1% |
| 3 | Financials | 12.8% |
| 4 | Consumer Discretionary | 9.34% |
| 5 | Industrials | 8.8% |
