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 | +$927M | |
| 2 | +$894M | |
| 3 | +$893M | |
| 4 |
Cisco
CSCO
|
+$860M |
| 5 |
Merck
MRK
|
+$855M |
Top Sells
| 1 | +$826M | |
| 2 | +$647M | |
| 3 | +$545M | |
| 4 |
Qualcomm
QCOM
|
+$540M |
| 5 |
Alibaba
BABA
|
+$512M |
Sector Composition
| 1 | Technology | 19.69% |
| 2 | Financials | 12.96% |
| 3 | Healthcare | 11.88% |
| 4 | Consumer Discretionary | 11.23% |
| 5 | Industrials | 9.64% |