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 | +$1.37B | |
| 2 | +$1.24B | |
| 3 | +$472M | |
| 4 |
Pfizer
PFE
|
+$372M |
| 5 |
Amazon
AMZN
|
+$369M |
Top Sells
| 1 | +$9.58B | |
| 2 | +$5.28B | |
| 3 | +$4.53B | |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
+$4.13B |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$2.63B |
Sector Composition
| 1 | Technology | 22.61% |
| 2 | Financials | 12.09% |
| 3 | Healthcare | 10.58% |
| 4 | Consumer Discretionary | 9.24% |
| 5 | Industrials | 8.41% |