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Schwab Account - New Portfolio
Schwab Account
Individual Investor
Ranked #12,966 out of 825,071 TipRanks' Investors
Success Rate
123 out of 141
profitable transactions
profitable transactions
Average Return
36.78%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.67%
6-Month Return▲ 32.64%
12-Month Return▲ 28.07%
YTD Return▲ 22.99%
Total Return▲ 103.32%
Best Trade
Bio
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 7.51%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 0.07%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 9.06%
May 2025
▲ 9.25%
▲ 5.14%
▲ 7.77%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 4.01%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.13%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.91%
Sep 2025
▲ 7.77%
▲ 1.66%
▲ 1.44%
Oct 2025
▼ 6.38%▼ 5.57%▼ 7.51%
▲ 0.80%▼ 0.87%▲ 0.07%
▲ 11.63%▲ 6.28%▲ 9.06%
▲ 9.25%▲ 5.14%▲ 7.77%
▲ 7.60%▲ 2.30%▲ 4.01%
▲ 2.76%▲ 2.05%▲ 2.13%
▲ 12.88%▲ 3.56%▲ 3.91%
▲ 7.77%▲ 1.66%▲ 1.44%
Recent Activity
Meta Platforms
6.47%
▲ 38.28%
8
Buy
Oct 06, 2025
Schwab US Dividend Equity ETF
8.97%
▲ 2.02%
4
Buy
Oct 06, 2025
Walmart
5.29%
▲ 10.51%
3
Buy
Aug 28, 2025
Berkshire Hathaway B
6.84%
▲ 12.66%
6
Buy
Aug 06, 2025
Microsoft
10.07%
▲ 55.56%
15
Sell
Jul 24, 2025
Amazon
9.89%
▲ 84.53%
5
Sell
Jul 21, 2025
Wells Fargo
3.32%
▲ 75.64%
13
Sell
Jul 21, 2025
Nvidia
10.48%
▲ 183.79%
8
Sell
Jul 21, 2025
Broadcom
5.11%
▲ 112.42%
5
Sell
Jul 21, 2025
Vanguard S&P 500 ETF
―
▲ 22.24%
12
Close
Apr 28, 2025
Vanguard Mid-Cap ETF
5.64%
▲ 24.81%
3
Buy
Apr 28, 2025
Vanguard Small-Cap ETF
5.86%
▲ 25.83%
2
Buy
Apr 28, 2025
JPMorgan Chase
5.64%
▲ 44.28%
5
Buy
Apr 24, 2025
Apple
16.43%
▲ 43.38%
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