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Schwab Account - New Portfolio
Schwab Account
Individual Investor
Ranked #14,887 out of 849,026 TipRanks' Investors
Success Rate
124 out of 141
profitable transactions
profitable transactions
Average Return
35.11%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.51%
6-Month Return▲ 9.19%
12-Month Return▲ 21.11%
YTD Return▼ 2.32%
Total Return▲ 100.26%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 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
▲ 10.96%
▲ 2.38%
▲ 1.39%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 0.47%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.41%
Dec 2025
▲ 2.78%
▲ 1.51%
▼ 2.32%
Jan 2026
▲ 9.25%▲ 5.14%▲ 7.77%
▲ 7.60%▲ 2.30%▲ 4.01%
▲ 2.76%▲ 2.05%▲ 2.13%
▲ 12.88%▲ 3.56%▲ 3.91%
▲ 10.96%▲ 2.38%▲ 1.39%
▼ 3.58%▲ 0.19%▲ 0.47%
▼ 0.10%▲ 0.08%▲ 0.41%
▲ 2.78%▲ 1.51%▼ 2.32%
Recent Activity
Meta Platforms
5.43%
▲ 16.36%
8
Buy
Oct 06, 2025
Schwab US Dividend Equity ETF
9.61%
▲ 10.69%
4
Buy
Oct 06, 2025
Walmart
5.92%
▲ 24.32%
3
Buy
Aug 28, 2025
Berkshire Hathaway B
6.83%
▲ 12.78%
6
Buy
Aug 06, 2025
Microsoft
8.76%
▲ 35.92%
15
Sell
Jul 24, 2025
Amazon
10.48%
▲ 96.03%
5
Sell
Jul 21, 2025
Wells Fargo
3.41%
▲ 81.78%
13
Sell
Jul 21, 2025
Nvidia
10.49%
▲ 185.00%
8
Sell
Jul 21, 2025
Broadcom
4.94%
▲ 106.15%
5
Sell
Jul 21, 2025
Vanguard S&P 500 ETF
―
▲ 22.24%
12
Close
Apr 28, 2025
Vanguard Mid-Cap ETF
5.75%
▲ 28.05%
3
Buy
Apr 28, 2025
Vanguard Small-Cap ETF
6.23%
▲ 34.54%
2
Buy
Apr 28, 2025
JPMorgan Chase
5.8%
▲ 49.19%
5
Buy
Apr 24, 2025
Apple
16.1%
▲ 41.00%
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