Giverny Capital Asset Management, LLC’s fourth-quarter 2025 investor letter revealed a 0.01% return for the Portfolio compared to 2.66% for the S&P 500. YTD, the fund returned 12.58% versus 17.88% for the Index, facing challenges due to the underweight in large tech and overweight in smaller niche leaders.

The Charles Schwab Corporation (NYSE:SCHW) was highlighted as a leading contributor in Giverny Capital Asset Management’s fourth-quarter 2025 investor letter, closing at $103.92 per share with a market cap of $188.638 billion. The stock delivered a 0.17% return in the past month and is up 25.58% over the past twelve months.

Giverny Capital Asset Management praised The Charles Schwab Corporation (NYSE:SCHW) in its Q4 2025 letter, highlighting its exceptional position with American households. The company grew earnings by over 50% in 2025, with potential for another 20%+ growth in 2026. Schwab added 1 million new brokerage accounts per quarter in 2025.

The Charles Schwab Corporation (NYSE:SCHW) is not among the 30 most popular stocks among hedge funds, with 99 hedge fund portfolios holding it at the end of Q3. While acknowledging its investment potential, some AI stocks offer greater upside with less downside risk. For an undervalued AI stock with potential benefits from Trump-era tariffs and onshoring trend, check out the free report on the best short-term AI stock.

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