Schwab Account - New Portfolio

Schwab Account
Individual Investor
Ranked #11,622 out of 828,391 TipRanks' Investors
Success Rate
87%
123 out of 141
profitable transactions
Average Return
35.77%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
17.12% AAPL
10.74% NVDA
10.52% AMZN
9.85% MSFT
9.06% SCHD
42.71% Others
By Assets
79.70% Stocks
20.24% ETFs
0.06% Cash
0.00% Funds
0.00% Cryptocurrency
0.00% Options
0.00% Other
By Sector
42.63% Technology
20.26% General
16.11% Financial
10.52% Consumer Cyclical
5.36% Communication Services
5.12% Consumer Defensive

Portfolio Holdings

Name
Price
% Change
Analyst Consensus
Analyst Price Target
Smart Score
Holding Gain
Alerts
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fsgc9qgglr
fsgc9qgglr
fsgc9qgglr
premium
premium
fsgc9qgglr
fsgc9qgglr
r9li2au4
r9li2au4
r9li2au4
r9li2au4
premium
premium
r9li2au4
r9li2au4
gmigdmxkol
gmigdmxkol
gmigdmxkol
gmigdmxkol
premium
premium
gmigdmxkol
gmigdmxkol
9vpqy2l0ee4
9vpqy2l0ee4
9vpqy2l0ee4
9vpqy2l0ee4
premium
premium
9vpqy2l0ee4
9vpqy2l0ee4
jfhahxbcxqf
jfhahxbcxqf
jfhahxbcxqf
jfhahxbcxqf
premium
premium
jfhahxbcxqf
jfhahxbcxqf
l7b0s5slc9
l7b0s5slc9
l7b0s5slc9
l7b0s5slc9
premium
premium
l7b0s5slc9
l7b0s5slc9
hthniesz0w5
hthniesz0w5
hthniesz0w5
hthniesz0w5
premium
premium
hthniesz0w5
hthniesz0w5
slcnp35y46
slcnp35y46
slcnp35y46
slcnp35y46
premium
premium
slcnp35y46
slcnp35y46
k4b0vqxaa0n
k4b0vqxaa0n
k4b0vqxaa0n
k4b0vqxaa0n
premium
premium
k4b0vqxaa0n
k4b0vqxaa0n
f0zz7k76t
f0zz7k76t
f0zz7k76t
f0zz7k76t
premium
premium
f0zz7k76t
f0zz7k76t
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$267.46
-1.82%
21 Buy
12 Hold
2 Sell
Moderate Buy
premium
premium
▲ 75.03%
$232.87
-0.78%
42 Buy
0 Hold
0 Sell
Strong Buy
premium
premium
▲ 75.91%
$507.49
-0.53%
35 Buy
0 Hold
0 Sell
Strong Buy
premium
premium
▲ 77.13%
$83.42
-1.92%
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
premium
▲ 80.84%
$186.60
-1.88%
37 Buy
1 Hold
1 Sell
Strong Buy
premium
premium
▲ 174.59%
$503.26
-1.12%
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
premium
▲ 23.26%
$300.37
-1.07%
11 Buy
6 Hold
0 Sell
Moderate Buy
premium
premium
▲ 49.5%
$602.01
-1.22%
34 Buy
7 Hold
1 Sell
Strong Buy
premium
premium
▲ 28.69%
$342.65
+0.06%
28 Buy
2 Hold
0 Sell
Strong Buy
premium
premium
▲ 103.21%
$282.70
-1.47%
2K Buy
1K Hold
150 Sell
Moderate Buy
premium
premium
▲ 16.28%
$245.10
-1.89%
6K Buy
4K Hold
532 Sell
Moderate Buy
premium
premium
▲ 16.64%
$27.00
-0.88%
412 Buy
450 Hold
76 Sell
Moderate Buy
premium
premium
▲ 3.51%
$102.95
+0.46%
28 Buy
0 Hold
0 Sell
Strong Buy
premium
premium
▲ 6.68%