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0 0 -9.62834585017418E-05 0.00231080300404399 9.62834585018786E-05 0.00500673984209523 0.00590217600616214 -0.00423647217408047
Stock impact report

Charles Schwab (SCHW): Expecting Continued Earnings Momentum in 2026 [Yahoo! Finance]

Charles Schwab Corporation (The) (SCHW) 
Last charles schwab corporation (the) earnings: 4/15 08:45 am Check Earnings Report
US:NYSE Investor Relations: aboutschwab.com/investor-relations
Company Research Source: Yahoo! Finance
A copy of the same can be downloaded here . The Portfolio returned 0.01% compared to 2.66% for the S&P 500. YTD, the fund returned 12.58% compared to 17.88% for the Index. The firm faced a challenging fourth quarter and calendar year, despite solid appreciation. The outperformance of a few large technology companies has negatively impacted performance, given the portfolio's underweight in large tech and overweight in smaller niche leaders. While portfolio companies are excelling in earnings growth and capital returns, the market is fixated on AI investments, leaving the actual benefits unclear. Additionally, you can review the Portfolio's top 5 holdings to see its best picks for 2025. In its fourth-quarter 2025 investor letter, Giverny Capital Asset Management highlighted The Charles Schwab Corporation (NYSE: SCHW ) as one of its leading contributors. The Charles Schwab Corporation (NYSE:SCHW) is a leading brokerage and financial services company. The Charles Schwab Corporation (NYS Show less Read more
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