Revenue segments as reported by the company.

Net interest revenue

Asset management and administration fees

Trading revenue

Bank deposit account fees

Other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Compensation and benefits

Professional services

Occupancy and equipment

Advertising and market development

Communications

Depreciation and amortization

Amortization of acquired intangible assets

Regulatory fees and assessments

Other OpEx

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Charles Schwab

The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage and banking services to individual investors, and retirement plan services, as well as other corporate brokerage services, to businesses and their employees. The Advisor Services segment provides custodial, trading, retirement business, and support services, as well as retirement business services to independent registered investment advisors, independent retirement advisors, and record keepers. The company was founded by Charles R. Schwab in 1986 and is headquartered in Westlake, TX.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

SCHW expects to record a sequential improvement in Q3 total revenues. Should you buy the stock on this favorable development?

Schwab Stock Up on Solid Q3 Revenue View, Higher August Client Assets

Schwab reported strong net new asset growth in August. The company also saw only a modest decline in transactional sweep cash.

Why Charles Schwab Is Rising Today

One of the largest domestic banks launched coverage of the financial services mainstay. It didn't exactly provide a ringing endorsement, however.

Why Charles Schwab Stock Tumbled on Thursday

Apple

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Expedia

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iShares U.S. Treasury Bond ETF

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Legal & General Group PLC

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Microsoft

Under Armour

UBS Group AG

Unilever

In this article, I go through a typical day and note 20 stocks whose revenue I contribute to, and would find it difficult not to. One motivation was to see how much of my budget at attention go into Magnificent 7 stocks, and whether that is in proportion to market cap. This list could be used to create a portfolio of 20 "counter-consumption" stocks with the goal of generating dividends to fund daily consumption.

20 'Every Day Stocks' I'd Struggle To Live Without

A federal judge in Illinois has dismissed a lawsuit accusing Fidelity, Charles Schwab and other prominent investment advisory firms of conspiring to minimize industry competition, causing consumers to pay higher costs.

Fidelity, other investment advisory firms defeat antitrust lawsuit

Charles Schwab is trading below its 200-day SMA, presenting a buying opportunity despite a recent Piper Sandler downgrade. Schwab dividends have proven stable and sustainable as the firm has seen Q2 YoY profit growth. Future revenue growth expected as new brokerage and wealth management clients have grown.

Charles Schwab: A Profitable Top 20 Bank To Buy Below Its Moving Average

The cliché "Short-term pain for long-term gain" rings true in the stock market, notably during earnings season. Companies that miss forecasts or cut guidance find their stocks punished as investors jump ship for greener pastures.

Charles Schwab's Initiative Changes Are a Long-Term Positive

Amazon

iShares MSCI Emerging Markets ex China ETF

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Walmart

JPMorgan, Netflix, and Walmart are the top performers YTD among clients' top 12 holdings, while Microsoft, Amazon, and Nasdaq 100 underperform the S&P 500. Any international fund or ETF that doesn't have a US component (ex-US) is seeing single-digit returns, but the last 30 to 60 days, perhaps due to the weaker dollar, the asset class is starting to stir.

Top 10 Holdings And How The S&P 500 Sectors Performed During The 2019 Rate Cuts

Charles Schwab's recent pullback presents a buying opportunity for long-term investors in this high-quality company. Despite initial fears, Charles Schwab's operational performance is strong, with improving revenues, growing client assets, and effective cost management. The stock is undervalued, trading at a significant discount to its historical earnings multiple.

Charles Schwab: Your Chance To Buy

People who trade actively are increasingly optimistic about the stock market this quarter, with that sentiment rising markedly since late last year.

AI, Energy Stocks Gain Favor as Active Trader Confidence Jumps to 2-Year High

The Charles Schwab Corporation (SCHW) stock price has been a big laggard this year as concerns about the company's business model continued. It has dropped by 6.15% this year while the S&P 500 has jumped by 16.80%.

Charles Schwab stock price is at risk as death cross nears

A chunk of the brokerage's shares were sold at a discount to their current price. The seller was a large bank that just reported a quarterly earnings release that raised investor concerns.

Why Charles Schwab Stock Got Socked on Thursday

Shares of The Charles Schwab Corporation SCHW are getting close to a support level. And stocks that drop to support levels tend to rally.

Stock Of The Day: Charles Schwab About To Rally? When The Stock Falls To This Price, A Move Higher Follows

Canada's TD Bank is set to sell part of its stake in Charles Schwab.

Charles Schwab Stock Drops. Why a Major Shareholder Plans to Trim Its Stake.

Charles Schwab's SCHW -1.13%decrease; red down pointing triangle biggest moneymaker is its bank. It is also a sore spot the company is trying to fix.

Charles Schwab Wants to Fix Its Struggling Bank. Investors Are Skeptical.

Schwab (SCHW) records July 2024 core net new assets of $29 billion, up significantly from the prior-year month but stable from the previous month.

Schwab's (SCHW) July Core Net New Assets Significantly Rise Y/Y

Charles Schwab (SCHW) reported earnings 30 days ago. What's next for the stock?

Charles Schwab (SCHW) Up 2.5% Since Last Earnings Report: Can It Continue?

Progressive

Major U.S. equities indexes ticked higher as the latest Consumer Price Index (CPI) data revealed that inflation cooled slightly more than expected. The key inflation gauge rose 2.9% over the year in July, a slight downtick from the previous month.

S&P 500 Gains and Losses Today: Progressive, Schwab Boosted by Strong Monthly Updates

Charles Schwab (SCHW) shares surged on Wednesday after the provider of brokerage, banking, and other financial services reported healthy gains in client assets and new brokerage accounts during July.

Why Charles Schwab Stock Was Among the Big S&P 500 Gainers Wednesday

Charles Schwab Corp.'s stock rose on Wednesday after the money-management company said it grew its client base by 327,000 in July as its assets climbed.

Schwab adds 327,000 clients in July, while assets climb 2% from prior month

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While interest rates remain high, it offers a good opportunity to investors to consider these financial stocks for rising interest rates. An increase in interest rates often results in increased net interest margins for banks and other financial institutions.

7 Financial Stocks That Could Benefit from Rising Interest Rates

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Some investors have been worried about the recent sell-offs across the global stock markets. The so-called “Carry Trade” between currencies has been abandoned since the Bank of Japan recently decided to hike interest rates.

Cathie Wood's Favorite Dips: Recent Stock Buys Revealed

Charles Schwab, Interactive Brokers and LPL Financial are included in this Analyst Blog.

The Zacks Analyst Blog Charles Schwab, Interactive Brokers and LPL Financial

Premier Financial

On 8/9/24, Charles Schwab, Premier Financial, and International Business Machines will all trade ex-dividend for their respective upcoming dividends. Charles Schwab will pay its quarterly dividend of $0.25 on 8/23/24, Premier Financial will pay its quarterly dividend of $0.31 on 8/16/24, and International Business Machines will pay its quarterly dividend of $1.67 on 9/10/24.

Ex-Dividend Reminder: Charles Schwab, Premier Financial And IBM

Schwab (SCHW) slides 14% in the past month. Here, we are trying to decipher what led to the sell-off and if investors should buy the dip or stay away from the stock.

Schwab (SCHW) Down 14% in a Month: Should You Buy or Stay Away?

News for Charles Schwab Stock (SCHW)