Schwab Earnings Showcase Dominant Growth & ETF Momentum

Core Insights - Charles Schwab reported $519 billion in core net new assets for 2025, reflecting an organic growth rate of 5.1% and a revenue growth of 22% compared to 2024 [1] - Total client assets increased by 18% year-over-year in Q4 2025, reaching a record $11.9 trillion [2] - Earnings per share for Q4 2025 were reported at $1.39, slightly below the analyst consensus of $1.40, and fourth quarter revenue was also lower than expected [3] ETF Performance - Client assets allocated to proprietary ETFs increased by 25% in Q4 2025 compared to Q4 2024, while total client assets in third-party ETFs rose by 30% during the same period [4] - The Schwab US Dividend Equity ETF (SCHD) saw net inflows exceeding $5 billion in 2025, indicating strong investor interest [4] - SCHD offers a distribution yield of 3.82% as of December 31, 2025, with a low net expense ratio of 0.06%, appealing to income-seeking investors [5]