Strong February net new assets, AUM and account growth
Key Questions
What were Charles Schwab's net new assets (NNA) for February?
February NNA reached $32.5 billion, adjusted to approximately $50 billion. This contributed to strong asset growth amid positive market conditions.
How much did Charles Schwab's assets under management (AUM) grow in February?
AUM grew to $12.22 trillion, marking a 19% increase. This reflects robust inflows and market appreciation.
What was the account growth for Charles Schwab in February?
The company added approximately 395,000 new accounts in February. This supports ongoing client expansion.
What are the key highlights from Charles Schwab's 2025 Annual Report?
The 2025 AR reports AUM at $11.9 trillion, up 18%, and NNA at $498.6 billion, up 38%. These figures underscore significant yearly growth in client assets.
How much inflows did the SCHD ETF receive?
SCHD saw $98 billion in inflows. This is reconciled with shifts away from energy and toward healthcare, tech, and financials.
What sector changes occurred in SCHD's 2026 reconstitution?
SCHD reduced energy exposure while increasing allocations to quality sectors like healthcare (e.g., UNH), tech (e.g., QCOM), and financials. This signals a market rotation toward stability, with comparisons to DGRO, NOBL, and DIVO.
What were the inflows for SCHX?
SCHX recorded $61.9 billion in inflows. It stands out as a major contributor to Schwab's ETF growth.
What is upcoming for Charles Schwab's metrics?
March NNA and the Spring update on April 17 are key focuses. These will provide insights into continued momentum.
Feb NNA $32.5B (~$50B adj.), AUM $12.22T +19%, ~395k accts; 2025 AR $11.9T +18%/NNA $498.6B +38%; SCHD $98B inflows recon energy 23.5→16.3%/staples up PG/KO/-energy +HC/tech/finls (UNH/QCOM, comps DGRO/NOBL/DIVO); SCHX $61.9B; 13Fs mixed Skylands tiny buy; March NNA/Spring 4/17 key.