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 | +$281M | |
| 2 | +$231M | |
| 3 | +$207M | |
| 4 |
Apple
AAPL
|
+$207M |
| 5 |
Amgen
AMGN
|
+$196M |
Top Sells
| 1 | +$203M | |
| 2 | +$195M | |
| 3 | +$161M | |
| 4 |
MXIM
Maxim Integrated Products
MXIM
|
+$127M |
| 5 |
WORK
Slack Technologies, Inc.
WORK
|
+$115M |
Sector Composition
| 1 | Technology | 20.61% |
| 2 | Financials | 13.44% |
| 3 | Healthcare | 12.09% |
| 4 | Consumer Discretionary | 10.78% |
| 5 | Industrials | 8.86% |