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 7-10 Year Treasury Bond ETF
IEF
|
$1.04B |
| 2 |
Verizon
VZ
|
$477M |
| 3 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$447M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$365M |
| 5 |
Blackrock
BLK
|
$305M |
Top Sells
Sector Composition
| 1 | Technology | 19.5% |
| 2 | Financials | 13.78% |
| 3 | Healthcare | 13.39% |
| 4 | Industrials | 9.52% |
| 5 | Consumer Discretionary | 9.12% |
