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 |
EOG Resources
EOG
|
$779M |
| 2 |
Home Depot
HD
|
$408M |
| 3 |
Pfizer
PFE
|
$361M |
| 4 |
Texas Instruments
TXN
|
$326M |
| 5 |
LyondellBasell Industries
LYB
|
$308M |
Top Sells
| 1 |
Emerson Electric
EMR
|
$587M |
| 2 |
XLNX
Xilinx Inc
XLNX
|
$245M |
| 3 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$242M |
| 4 |
Accenture
ACN
|
$167M |
| 5 |
Vanguard Total World Stock ETF
VT
|
$164M |
Sector Composition
| 1 | Technology | 21.09% |
| 2 | Financials | 12.95% |
| 3 | Healthcare | 12.01% |
| 4 | Consumer Discretionary | 10.22% |
| 5 | Industrials | 8.77% |