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 | +$162M | |
| 2 | +$143M | |
| 3 | +$105M | |
| 4 |
Amazon
AMZN
|
+$99.1M |
| 5 |
Corteva
CTVA
|
+$98M |
Top Sells
| 1 | +$120M | |
| 2 | +$99.4M | |
| 3 | +$58.6M | |
| 4 |
IDTI
Integrated Device Technology I
IDTI
|
+$45.7M |
| 5 |
ULTI
Ultimate Software Group Inc
ULTI
|
+$44.2M |
Sector Composition
| 1 | Technology | 16.89% |
| 2 | Financials | 14.49% |
| 3 | Healthcare | 12.78% |
| 4 | Industrials | 10.44% |
| 5 | Consumer Discretionary | 10.1% |