WESTLAKE, Texas, March 16, 2026, 09:29 (CDT)
Charles Schwab on Monday named three additional Certified Financial Planners joining its Money Talk personal-finance column. Elsewhere, fresh regulatory filings revealed Farallon Capital Management and Elevation Point Wealth Partners trimmed stakes in the brokerage.
The timing stands out: Schwab is just off a robust February. According to the firm, core net new assets hit $32.5 billion, while new brokerage accounts climbed 9% to 395,000. Daily average trades notched an all-time high at 9.9 million, and quarter-to-date revenue growth picked up steam, running about 16% ahead of last year.
Schwab stock climbed roughly 1.8% to $94.74 early in the U.S. session. Last week, the company pointed to robust activity in trading, wealth management, and lending as key drivers for revenue gains, despite what it described as a “shifting macroeconomic backdrop.” Charles Schwab Press Room
Edwin Espinal, Caylie Taylor, and Jay Wilson are the latest to join. Schwab noted that Money Talk started up in 2023 as a bi-weekly column, part of the free SchwabMoneywise education platform.
Back in January, Chief Executive Rick Wurster noted that clients were handling “more of their financial lives at Schwab.” CFO Mike Verdeschi pointed to the benefits of a growing client base, saying it strengthened the firm’s “diversified revenue model.” Net revenue for the fourth quarter climbed 19% to $6.34 billion, while 2025 core net new assets hit $519.4 billion, up 42%, according to both the company and Reuters. Schwab Content
Farallon trimmed its position in Schwab, cutting 707,400 shares, and finished with 3,251,657 shares valued near $310.4 million, according to a MarketBeat summary of its latest Form 13F. Elevation Point’s filing showed it sold 16,408 Schwab shares, leaving it with 17,118 shares, around $1.63 million in value.
But those filings don’t reflect current positions. According to SEC records, Farallon’s disclosure landed on Feb. 17, Elevation Point’s five days earlier, on Feb. 12—both detailing holdings as of Dec. 31. That means neither reveals what the firms own now.
The content push lands in an already packed retail-brokerage arena. Reuters noted Robinhood and Interactive Brokers have rolled out extended-hours trading for a wide swath of users, while Schwab, in late 2024, expanded its overnight trading window for U.S. stocks and ETFs—those baskets of securities that trade just like individual shares.
Even so, things can turn fast in the short run. Schwab’s first-quarter revenue projection looks ahead, but the company cautioned that real numbers might look very different if clients or the wider environment shift.
