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 | $3.33B | |
| 2 | $2.61B | |
| 3 | $1.65B | |
| 4 | $1.34B | |
| 5 | $926M |
Top Sells
| 1 | $2.72B | |
| 2 | $2.48B | |
| 3 | $1.68B | |
| 4 | $762M | |
| 5 | $554M |
Sector Composition
| 1 | Technology | 21.51% |
| 2 | Financials | 11.88% |
| 3 | Healthcare | 10.59% |
| 4 | Consumer Discretionary | 9.01% |
| 5 | Industrials | 8.13% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $26.2K | 0% | 11,781 | – | – | |||
| $26K | 0% | 17,787 | – | – | |||
| $24.7K | 0% | 21,870 | – | – | |||
| $24.5K | 0% | 17,605 | – | – | |||
| $24.1K | 0% | 17,306 | – | – | |||
| $23.4K | 0% | 14,190 -1,226 | -8% | -$2.02K | |||
| $22.8K | 0% | 50,000 | New | +$22.8K | |||
| $22.7K | 0% | 30,000 | – | – | |||
| $22.1K | 0% | 16,336 | – | – | |||
| $21K | 0% | 54,967 | – | – | |||
| $20.6K | 0% | 28,565 | – | – | |||
| $19.2K | 0% | 16,813 | – | – | |||
| $19.2K | 0% | 25,555 | – | – | |||
| $19K | 0% | 34,475 | – | – | |||
| $18.2K | 0% | 12,000 | New | +$18.2K | |||
| $17.7K | 0% | 12,257 +20 | +0.2% | +$29 | |||
| $17.5K | 0% | 16,238 | – | – | |||
| $16.9K | 0% | 139,753 | – | – | |||
| $15.8K | 0% | 24,877 +60 | +0.2% | +$38 | |||
| $15.8K | 0% | 24,173 | – | – | |||
| $14.3K | 0% | 15,000 | New | +$14.3K | |||
| $14.1K | 0% | 111,609 | – | – | |||
| $13.4K | 0% | 66,522 | – | – | |||
| $12.9K | 0% | 20,622 | – | – | |||
| $12.2K | 0% | 16,987 | – | – |
