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 |
iShares Core S&P 500 ETF
IVV
|
$486M |
| 2 |
American Tower
AMT
|
$419M |
| 3 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
$409M |
| 4 |
US Bancorp
USB
|
$358M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$333M |
Top Sells
| 1 |
Intel
INTC
|
$590M |
| 2 |
Bristol-Myers Squibb
BMY
|
$497M |
| 3 |
Lockheed Martin
LMT
|
$404M |
| 4 |
Lowe's Companies
LOW
|
$383M |
| 5 |
RTN
Raytheon Company
RTN
|
$373M |
Sector Composition
| 1 | Technology | 19.79% |
| 2 | Healthcare | 12.43% |
| 3 | Financials | 11.93% |
| 4 | Consumer Discretionary | 9.96% |
| 5 | Industrials | 8.89% |
