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 |
Apple
AAPL
|
$790M |
| 2 |
Microsoft
MSFT
|
$769M |
| 3 |
Coca-Cola
KO
|
$720M |
| 4 |
NVIDIA
NVDA
|
$700M |
| 5 |
Amgen
AMGN
|
$697M |
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$251M |
| 2 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$244M |
| 3 |
Oracle
ORCL
|
$214M |
| 4 |
Vanguard Long-Term Treasury ETF
VGLT
|
$176M |
| 5 |
MRO
Marathon Oil Corporation
MRO
|
$140M |
Sector Composition
| 1 | Technology | 23.63% |
| 2 | Financials | 12.75% |
| 3 | Consumer Discretionary | 9.87% |
| 4 | Healthcare | 9.85% |
| 5 | Industrials | 8.25% |
