Schwab holdings - New Portfolio
Richard Forsyth
Schwab holdingsIndividual Investor
Ranked #65,425 out of 859,299 TipRanks' Investors
Success Rate
160 out of 236
profitable transactions
profitable transactions
Average Return
42.02%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 9.55%
6-Month Return▲ 33.85%
12-Month Return▲ 145.76%
YTD Return▲ 19.95%
Total Return▲ 278.66%
Best Trade
Bio
Performance
17.14%0-17.14%
▲ 12.88%
▲ 3.56%
▲ 17.14%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 9.51%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 5.45%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.17%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 8.80%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 11.64%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 8.65%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 8.10%
Apr 2026
▲ 12.88%▲ 3.56%▲ 17.14%
▲ 10.96%▲ 2.38%▲ 9.51%
▼ 3.68%▲ 0.19%▲ 5.45%
▼ 0.10%▲ 0.08%▲ 1.17%
▲ 4.06%▲ 1.47%▲ 8.80%
▼ 1.12%▼ 0.86%▲ 11.64%
▲ 0.60%▼ 4.94%▼ 8.65%
▲ 12.62%▲ 7.63%▲ 8.10%
Recent Activity
New Gold
―
▲ 197.76%
6
Close
Mar 19, 2026
Coeur Mining
15.63%
▲ 151.43%
5
Buy
Mar 19, 2026
Clean Energy Fuels
1.28%
▼ 32.42%
8
Open
Feb 06, 2025
Globalstar
31.65%
▲ 241.71%
11
Sell
Feb 01, 2025
Meta Platforms
0%
▲ 52.80%
3
Open
Feb 01, 2025
3M
2.45%
▲ 12.98%
6
Open
Feb 01, 2025
Goldman Sachs Group
2.19%
▲ 23.23%
4
Open
Jan 23, 2025
BlackRock
2.54%
▲ 9.20%
2
Buy
Jan 23, 2025
Black Diamond Therapeutics
1.71%
▲ 14.80%
1
Open
Jan 23, 2025
Hecla Mining Company
―
▲ 25.02%
9
Close
Nov 16, 2024
GE Vernova Inc.
―
▲ 116.01%
3
Close
Nov 16, 2024
GE Aerospace
10.21%
▲ 265.59%
4
Buy
Nov 11, 2024
GlaxoSmithKline
3.8%
▲ 58.39%
5
Sell
Oct 04, 2024
Rio Tinto
3.17%
▲ 54.22%
1
Open
Oct 04, 2024
Bank of America
―
▲ 22.17%
9
Close
Sep 26, 2024
Expand Energy
3.38%
▲ 35.49%
3
Buy
Sep 26, 2024
Hudbay Minerals
6.48%
▲ 179.53%
3
Buy
Sep 26, 2024
Zscaler
―
▲ 1.21%
3
Close
Sep 26, 2024
Salesforce
―
▲ 7.46%
2
Close
Sep 26, 2024
Caterpillar
―
▲ 38.26%
5
Close
Sep 25, 2024