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Schwab Account - New Portfolio
Schwab Account
Individual Investor
Ranked #11,155 out of 821,418 TipRanks' Investors
Success Rate
123 out of 139
profitable transactions
profitable transactions
Average Return
35.64%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.32%
6-Month Return▲ 45.50%
12-Month Return▲ 31.20%
YTD Return▲ 20.59%
Total Return▲ 99.35%
Best Trade
Bio
Performance
22.60%0-22.60%
▼ 15.60%
▼ 5.57%
▼ 7.51%
Mar 2025
▼ 3.50%
▼ 0.87%
▲ 0.06%
Apr 2025
▲ 7.77%
▲ 6.28%
▲ 9.06%
May 2025
▲ 2.59%
▲ 5.14%
▲ 7.77%
Jun 2025
▲ 22.60%
▲ 2.30%
▲ 4.01%
Jul 2025
▼ 1.95%
▲ 2.05%
▲ 2.13%
Aug 2025
▲ 6.01%
▲ 3.56%
▲ 3.91%
Sep 2025
▲ 1.27%
▲ 0.45%
▼ 0.54%
Oct 2025
▼ 15.60%▼ 5.57%▼ 7.51%
▼ 3.50%▼ 0.87%▲ 0.06%
▲ 7.77%▲ 6.28%▲ 9.06%
▲ 2.59%▲ 5.14%▲ 7.77%
▲ 22.60%▲ 2.30%▲ 4.01%
▼ 1.95%▲ 2.05%▲ 2.13%
▲ 6.01%▲ 3.56%▲ 3.91%
▲ 1.27%▲ 0.45%▼ 0.54%
Recent Activity
Walmart
5.14%
▲ 6.24%
3
Buy
Aug 28, 2025
Schwab US Dividend Equity ETF
9.06%
▲ 4.52%
3
Buy
Aug 13, 2025
Berkshire Hathaway B
7%
▲ 14.19%
6
Buy
Aug 06, 2025
Microsoft
10.05%
▲ 53.70%
15
Sell
Jul 24, 2025
Amazon
9.78%
▲ 80.66%
5
Sell
Jul 21, 2025
Wells Fargo
3.14%
▲ 63.97%
13
Sell
Jul 21, 2025
Nvidia
10.66%
▲ 185.86%
8
Sell
Jul 21, 2025
Broadcom
4.93%
▲ 102.96%
5
Sell
Jul 21, 2025
Vanguard S&P 500 ETF
―
▲ 22.24%
12
Close
Apr 28, 2025
Vanguard Mid-Cap ETF
5.71%
▲ 24.98%
3
Buy
Apr 28, 2025
Vanguard Small-Cap ETF
5.9%
▲ 25.35%
2
Buy
Apr 28, 2025
JPMorgan Chase
5.89%
▲ 48.17%
5
Buy
Apr 24, 2025
Meta Platforms
6.24%
▲ 37.90%
7
Buy
Apr 24, 2025
Apple
16.3%
▲ 40.76%
14
Buy
Apr 04, 2025
Alphabet Class A
―
▲ 10.42%
8
Close
Apr 02, 2025
UnitedHealth
―
▲ 20.96%
6
Close
Jul 25, 2024
Mastercard
―
▼ 1.05%
2
Close
Jul 15, 2024
Conocophillips
―
▲ 6.51%
8
Close
Jun 25, 2024
Home Depot
―
▼ 3.27%
2
Close
May 23, 2024
Tesla
―
▲ 10.97%
5
Close
May 17, 2024