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Stock impact report

Charles Schwab: Why We Trimmed Modestly [Seeking Alpha]

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: Seeking Alpha
At year-end 2025, the company's total client assets stood at $11.9 trillion, up approximately 18% versus prior year. By year-end 2025, Schwab had paid down nearly all this high-cost, short-term funding. The company attributes this improvement to recovering net new asset growth among legacy TD clients, who are now seeing the value of Schwab's offerings. We trimmed our position modestly last year on account of sizing and valuation, though we remain happy owners of this durably advantaged franchise. JHVEPhoto/iStock Editorial via Getty Images The following segment was excerpted from the Sequoia Fund ( SEQUX ) Q4 2025 Shareholder Letter. Shares in Charles Schwab Corp. ("Schwab") returned 37% in 2025. The company grew revenue by over 20% and earnings per share by nearly 50% for the This article was written by Quick Insights Earnings growth stemmed from robust net interest income expansion, as SCHW paid down high-cost, short-term funding, mechanically boosting net interes Show less Read more
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