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 | +$114M | |
| 2 | +$92.9M | |
| 3 | +$91M | |
| 4 |
Pfizer
PFE
|
+$67.6M |
| 5 |
Johnson & Johnson
JNJ
|
+$62.6M |
Top Sells
| 1 | +$121M | |
| 2 | +$51.9M | |
| 3 | +$47.8M | |
| 4 |
Hologic
HOLX
|
+$46.3M |
| 5 |
Merck
MRK
|
+$36.5M |
Sector Composition
| 1 | Technology | 14.72% |
| 2 | Financials | 14.59% |
| 3 | Healthcare | 13.17% |
| 4 | Industrials | 11.01% |
| 5 | Consumer Discretionary | 9.22% |