Charles Schwab Corporation

United States

$755B in AUM

Exposure Analysis

Last Updated - 28/02/2023

Fossil fuel companies are those whose primary sector falls within coal mining and services, or up-, mid-, and downstream oil and gas sectors. Green companies are defined as companies having over 75% revenue deriving from Substantial Contribution to Mitigation activities under the EU Taxonomy.

Portfolio Paris Alignment

Equity Portfolio Paris Alignment

Portion of AUM Assessed: $363B

Portfolio Paris Alignment by Sector

Sector Paris Alignment scores for the sectors in which the asset manager has shareholdings. FinanceMap Paris Alignment analysis is limited to the automotive, upstream fossil fuel, and power sectors.
Sector
% of Portfolio Value
Sector Paris Alignment

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
NRG Energy Inc9.0%
Duke Energy Corp5.0%
Nextera Energy Inc4.5%
Vistra Corp4.3%
Enel SpA4.0%
AES Corp3.7%
Southern Co3.2%
Korea Electric Power Corp3.2%
Exelon Corp2.8%
Huaneng Power International Inc2.6%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
General Motors Co14.2%
Ford Motor Co11.2%
Toyota Motor Corp10.8%
Honda Motor Co Ltd7.9%
Stellantis NV7.5%
Volkswagen AG6.7%
Renault SA5.7%
Suzuki Motor Corp4.4%
Nissan Motor Co Ltd4.2%
Hyundai Motor Co3.6%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
China Shenhua Energy Co Ltd23.1%
Arch Resources Inc18.9%
Peabody Energy Corp17.5%
Coal India Ltd12.1%
Glencore PLC7.5%
CONSOL Energy Inc5.2%
Yankuang Energy Group Co Ltd4.2%
Exxaro Resources Ltd3.0%
Alpha Metallurgical Resources Inc2.7%
NACCO Industries Inc1.4%

Portfolio Forecast Production in Sector

Holding NameContribution to Sector Production
Petroleo Brasileiro SA Petrobras10.9%
Exxon Mobil Corp10.7%
EOG Resources Inc7.0%
Chevron Corp6.6%
BP PLC5.2%
EQT Corp5.1%
Shell PLC4.7%
Conocophillips4.0%
China Petroleum & Chemical Corp3.6%
TotalEnergies SE2.9%

Funds Assessed

All equity funds that FinanceMap has identified as being managed by this asset manager. Click through to a fund's profile page to view in-depth analysis.
Fund Name
Fund Domicile
TNA
Exposure
Portfolio Paris Alignment
United States
$63.5B
8.2%
-22%
United States
$46.8B
2.6%
N/A
United States
$30.5B
7.8%
-21%
United States
$30.1B
10.5%
-16%
United States
$21.0B
7.4%
-21%
United States
$16.8B
7.3%
-21%
United States
$15.0B
4.3%
13%
United States
$14.4B
3.9%
-16%
United States
$12.1B
7.7%
-21%
United States
$9.93B
10.7%
-19%
United States
$9.88B
5.3%
-14%
United States
$8.43B
8.0%
-30%
United States
$8.27B
10.9%
-13%
United States
$5.76B
0%
N/A
United States
$5.56B
4.2%
-17%
United States
$2.52B
8.2%
-22%
United States
$2.49B
7.7%
-21%
United States
$1.78B
3.2%
26%
United States
$1.21B
9.0%
-28%
United States
$1.03B
6.3%
-14%
United States
$1.02B
6.6%
-20%
United States
$1.01B
4.0%
14%
United States
$803M
0%
N/A
United States
$660M
11.2%
-13%
United States
$622M
11.2%
-20%
United States
$543M
4.1%
-15%
United States
$528M
12.3%
-18%
United States
$506M
9.8%
-19%
United States
$300M
0%
N/A
United States
$221M
3.1%
-25%
United States
$14.1M
0%
N/A