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

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Earnings data Q1 2023

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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

Charles Schwab delivered solid second quarter results in tough market conditions, with manageable sales and earnings declines. The company's balance sheet has been affected by deposit outflows and the regional banking crisis, a trend which has flattened out a bit. Third quarter results are expected to be soft due to increased interest rates and ongoing deposit migration, making it a challenging quarter for Schwab.

Charles Schwab: A Tough Third Quarter Coming Up

Bank of America

Cigna

Discover

Domino's Pizza

Microchip Technology

Monolithic Power Systems

MSCI

Sirius XM Holdings Inc

SS&C Technologies Hlds

Skyworks Solutions

Tractor Supply

Texas Instruments

Vanguard Dividend Appreciation ETF

W. R. Berkley

Zoetis

September has historically been a bad month for equities, with the SPDR S&P 500 Trust ETF and Vanguard's Dividend Appreciation ETF both posting losses during the last 4 Septembers. The top 15 dividend growth stocks for October offer an average dividend yield of 1.94% and appear to be about 35% undervalued based on dividend yield theory. Since inception, September 2020, the watchlist is outperforming VIG by 2.92% and SPY by 2.34%, on an annualized basis.

My Top 15 High Growth Dividend Stocks For October 2023

Schwab (SCHW) introduces a digital inheritance center to make investing easier and more accessible for its clients.

Schwab (SCHW) Focuses on Innovation with New Inheritance Center

WESTLAKE, Texas--(BUSINESS WIRE)--Charles Schwab Bank was named the most trusted bank by Investor's Business Daily (IBD) in its 2023 Most Trusted Financial Companies Survey, marking the first year a bank broke into the annual survey's top 10 since its inception in 2020. Charles Schwab was also named one of the most trusted investment firms, with consumers ranking Schwab among the top two most trusted financial companies across four categories – ETF/Fund Company, Online Broker, Wealth Management.

Investor's Business Daily Recognizes Charles Schwab Bank as Most Trusted Bank and Charles Schwab as one of the Most Trusted Financial Services Firms in Annual Survey

Schwab (SCHW) reduces fees on the Schwab High Yield Bond ETF and the Schwab U.S. TIPS ETF to three basis points. The move will attract more investors, leading to a rise in profits.

Schwab (SCHW) Cuts Fees on More Fixed income ETFs to 0.03%

Schwab 5-10 Year Corporate Bond ETF

Schwab 1-5 Year Corporate Bond ETF

Schwab Short-Term US Treasury ETF

Schwab US TIPS ETF

Schwab Long-Term US Treasury ETF

Schwab Intermediate-Term US Treasury ETF

Schwab US Aggregate Bond ETF

Schwab Municipal Bond ETF

Schwab High Yield Bond ETF

WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Asset Management™, the asset management arm of The Charles Schwab Corporation and the fifth-largest provider1 of ETFs, today announced the reduction of operating expense ratios for the Schwab High Yield Bond ETF (SCYB) and the Schwab U.S. TIPS ETF (SCHP), bringing the fees for Schwab Asset Management's entire lineup of fixed income ETFs to only three basis points. All of Schwab Asset Management's fixed income ETFs are now among the lowest-priced ETFs in.

Schwab Asset Management Reduces Fees on Two Fixed Income ETFs, Pricing Its Entire Fixed Income Lineup at Three Basis Points

Schwab Bank takes top honors in IBD's survey of trusted banks by focusing on soundness, quality and service in a year of bank failures. How did your bank rate?

Best Banks In Trust: Schwab Sweeps A Tough Trust Category

Accenture Plc

Coinbase

Robinhood

Bitcoin is poised to rebound in the near term, helping stocks like Robinhood Markets, Inc. (HOOD), Coinbase Global, Inc. (COIN), NVIDIA Corporation (NVDA) and Accenture plc (ACN).

4 Crypto Stocks to Watch as Fed Keeps Interest Rates Intact

Schwab's (SCHW) August 2023 core net new assets decline. The main reason for lower new asset flows is the attrition of TDA retail and advisory clients.

Schwab's (SCHW) August Net New Assets Fall Amid TDA Integration

The Charles Schwab Corporation reported a decline in client assets in August due to market losses, but net new assets still grew by $8.1 billion. The company added 311,000 new brokerage accounts in August, slightly lower than the previous year. Average interest-earning assets continue to decline, posing a challenge for Charles Schwab's profitability.

Charles Schwab: Don't Let Mixed Results Distract From Long-Term Growth

Investment-grade bonds offer yields of 6.0% to 7.5% or more, making them a generational opportunity for investors. Charles Schwab is a leading financial trading platform that generates revenue primarily from interest and asset management fees. Schwab's recent acquisition of TD Ameritrade positions them well in the retail brokerage and registered investment advisor spaces.

Let's Build A Bond Portfolio Together: Charles Schwab Bonds Yield 5.7%

Charles Schwab (SCHW) shares declined after the online brokerage and financial advisory firm reported core net new assets dropped last month because of issues tied to the integration of TD Ameritrade, which it bought three years ago.

Charles Schwab Shares Drop as Core Net New Assets Fall After Losing TD Ameritrade Clients

Citigroup

Goldman Sachs

JPMorgan Chase & Co

Morgan Stanley

Wells Fargo

UBS Group AG

Banking heavyweights including Goldman Sachs and Morgan Stanley have announced a string of layoffs this year as part of a cost-cutting spree to better position themselves for a murky economic climate.

Wall Street banks shed jobs to ease cost pressures

Charles Schwab Corp.'s SCHW, +1.75% stock fell 2.5% in premarket trading on Friday after it said average interest-earning assets in August were down 23% from the year-ago period to $449.5 billion and were down 4% from July. On the plus side, Schwab said its Labor Day Weekend conversion of former Ameritrade customers was a “tremendous success” as the company migrated $1.3 trillion in client assets from more than 7,000 registered advisory firms firms and 3.6 million retail accounts.

Schwab stock drops as client assets fall in August

Capital One

Mastercard

If you're looking for financial services stocks to buy, look no further. Bank stocks have underperformed by a wide margin this year.

The 7 Most Undervalued Financial Services Stocks to Buy in September 2023

Apple

Applied Materials

Amphenol

Costco

Cintas Corp

Graco

Home Depot

Intuit

Jack Henry & Associates

Lowe's

Microsoft

Northrop Grumman

Roper Technologies

Sherwin-Williams

Visa

There are 20 stocks on my dividend growth watchlist for September 2023. About half of the stock on my watchlist are undervalued based on dividend yield theory. An equally weighted portfolio of these stocks would have outperformed the Vanguard Dividend Appreciation ETF by about 1% during the month of August and more than 9% year to date.

Dividend Growth Stock Watchlist - September 2023

Charles Schwab has implemented defensive measures to shore up its balance sheet after the regional banking crisis. The company's net interest income spread has widened, despite a decrease in bank deposits. Falling interest rates and a strengthening economy may benefit Schwab's brokerage business.

The Fog Has Lifted At Charles Schwab (Rating Upgrade)

On the charts, Charles Schwab Corp (NYSE:SCHW) has completely erased its mid-August bull gap , and is currently down 30.5% since the start of the year.

Buy The Dip on Charles Schwab Stock

Dollar General

The summer stock market rally ended in August, with the SPDR S&P 500 Trust ETF posting a loss of 1.63%. The top 15 dividend growth stocks for September offer an average dividend yield of 1.86% and appear about 36% undervalued based on dividend yield theory. Since inception, September 2020, the watchlist is beating VIG by 3.91% and SPY by 3.12%.

My Top 15 High Growth Dividend Stocks For September 2023

Schwab US Dividend Equity ETF

The Schwab US Dividend Equity ETF (SCHD) stock price has done modestly well in the past few months. This rebound was driven by the stabilising financial sector and the general rebound in American equities.

Buy Schwab US Dividend Equity (SCHD) ETF only if this happens

Adobe

STAG Industrial

The bulk of Charles Schwab's revenue is not dependent on equity or bond-trading commissions. Adobe's business model results in much more consistent revenue that grows much more reliably.

Is This a New Bull Market? 3 Stocks the Smartest Investors Are Watching.

Investors shrugged off a slump in the shares of Charles Schwab to pile into the firm's bond offering on Tuesday, in a sign of renewed confidence in the credit fundamentals of at least some regional banks after the March banking crisis.

Bond investors show confidence in Schwab after cost-cutting

Schwab is laying off workers and investors are nervous. But Deutsche Bank is sticking with its buy rating on Schwab amid the stock's sell-off.

Why Schwab Stock Just Broke an 8-Day Losing Streak

The recent pullback in Charles Schwab Corporation (NYSE: SCHW) is an opportunity to build a position in a quality name at a discount, as per a Deutsche Bank analyst. Charles Schwab stock is attractive risk/reward The brokerage firm was hit this week after it sold fresh debt worth more than $2.0 billion.

Charles Schwab stock is ‘attractive' after the recent pullback – analyst says

The KBW Nasdaq Bank Index BKX, +0.70% was up 0.7% on Wednesday, on pace to snap a seven-day losing streak, according to Dow Jones Market Data. Charles Schwab SCHW, +2.35% was up 2.2% as it boosted the sector.

Schwab stock outpaces financial stock rebound

News for Charles Schwab Stock (SCHW)