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 | +$933M | |
| 2 | +$886M | |
| 3 | +$734M | |
| 4 |
Vanguard Value ETF
VTV
|
+$395M |
| 5 |
Kenvue
KVUE
|
+$334M |
Top Sells
| 1 | +$411M | |
| 2 | +$220M | |
| 3 | +$179M | |
| 4 |
iShares Gold Trust
IAU
|
+$137M |
| 5 |
LSI
Life Storage, Inc.
LSI
|
+$135M |
Sector Composition
| 1 | Technology | 22.05% |
| 2 | Healthcare | 12.32% |
| 3 | Financials | 11.78% |
| 4 | Consumer Discretionary | 9.84% |
| 5 | Industrials | 9.08% |