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Schwab Account - New Portfolio
Schwab Account
Individual Investor
Ranked #11,292 out of 817,143 TipRanks' Investors
Success Rate
121 out of 139
profitable transactions
profitable transactions
Average Return
32.88%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.29%
6-Month Return▲ 25.60%
12-Month Return▲ 33.83%
YTD Return▲ 17.01%
Total Return▲ 93.43%
Best Trade
Bio
Performance
27.87%0-27.87%
▼ 12.86%
▼ 1.27%
▼ 1.04%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.51%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 0.06%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 9.06%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.77%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 4.01%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 2.13%
Aug 2025
▲ 3.94%
▲ 0.82%
▲ 0.28%
Sep 2025
▼ 12.86%▼ 1.27%▼ 1.04%
▼ 1.80%▼ 5.57%▼ 7.51%
▲ 1.84%▼ 0.87%▲ 0.06%
▲ 12.20%▲ 6.28%▲ 9.06%
▲ 6.24%▲ 5.14%▲ 7.77%
▲ 27.87%▲ 2.30%▲ 4.01%
▲ 4.87%▲ 2.05%▲ 2.13%
▲ 3.94%▲ 0.82%▲ 0.28%
Recent Activity
Walmart
5.27%
▲ 6.46%
3
Buy
Aug 28, 2025
Schwab US Dividend Equity ETF
9.29%
▲ 3.64%
3
Buy
Aug 13, 2025
Berkshire Hathaway B
7.09%
▲ 13.05%
6
Buy
Aug 06, 2025
Microsoft
9.91%
▲ 48.01%
15
Sell
Jul 24, 2025
Amazon
10.76%
▲ 94.10%
5
Sell
Jul 21, 2025
Wells Fargo
3.15%
▲ 60.86%
13
Sell
Jul 21, 2025
Nvidia
9.79%
▲ 156.42%
8
Sell
Jul 21, 2025
Broadcom
5.16%
▲ 106.97%
5
Sell
Jul 21, 2025
Vanguard S&P 500 ETF
―
▲ 22.24%
12
Close
Apr 28, 2025
Vanguard Mid-Cap ETF
5.74%
▲ 22.33%
3
Buy
Apr 28, 2025
Vanguard Small-Cap ETF
5.99%
▲ 24.01%
2
Buy
Apr 28, 2025
JPMorgan Chase
5.69%
▲ 39.99%
5
Buy
Apr 24, 2025
Meta Platforms
6.76%
▲ 45.91%
7
Buy
Apr 24, 2025
Apple
15.37%
▲ 29.77%
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