Hi (Fund manager at brokerage),
I am very opposed to Musk’s de-funding of cancer research, as I work in healthcare.
I am participating in the #teslatakedown social media movement.
Post divorce, I have $X (dollar amount) in Vanguard, and am re-allocating all mutual funds that contain Tesla shares.
I would like to discourage Schwab from investing in Tesla not just because it is a toxic brand, but because their self-driving capabilities are false, in addition, if 50% of Chicago switched to electric cars, the grid would collapse.
Schwab has the following, per ChatGPT research
- Schwab Total Stock Market Index Fund® (SWTSX): As of February 28, 2025, TSLA constitutes 1.41% of this fund’s assets, amounting to approximately $388.5 million. schwabassetmanagement.com
- Schwab U.S. Large-Cap ETF (SCHX): This exchange-traded fund aims to replicate the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index, which includes Tesla among its holdings. schwabassetmanagement.com
Additionally, Schwab provides access to specialized funds that focus on Tesla:
- Simplify Volt TSLA Revolution ETF (TESL): This fund seeks capital appreciation by investing primarily in Tesla and related technologies. schwab.com+2schwab.com+2schwab.com+2
- Direxion Daily TSLA Bull 2X Shares (TSLL): Designed to deliver twice the daily performance of Tesla’s stock, this leveraged fund is suitable for investors seeking amplified exposure to Tesla’s movements. schwab.com
I am working with the portfolio managers at Vanguard and told them that I will switch $X (dollar amount) to Charles Schwab from Vanguard if they dump the stock.
Per research, it seems like the portfolio managers are:
Christopher Bliss, Ferian Juwono, Sabya Sinha, Jeremy Brown
Would it be possible to forward this email onto them?
I know $X is a drop in the bucket, but I represent many liberal progressives, and this is the action I can take to help cancer research and help refugees. This is the small bit of influence I have, and this is a warmer alternative to protesting outside a Tesla dealership.
Kind Regards,
Kathryn Born
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