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

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

Abercrombie & Fitch

General Mills

Marvell Technology

NVIDIA

Constellation Brands

Dutch Bros

Medtronic

Netflix

Toll Brothers

Urban Outfitters

Here are some of the tickers on my radar for Wednesday, Aug. 23, taken directly from my reporter's notebook.

Here are 13 stocks Jim Cramer is watching, including a big retailer earnings winner

WESTLAKE, Texas--(BUSINESS WIRE)--After two consecutive quarters of recession anticipation, trader expectations are shifting to a more optimistic sentiment overall about the market environment. The latest Charles Schwab Trader Sentiment Survey reveals that traders are more bullish on the U.S. stock market than they were in the second quarter; for the next three months, 44% are bullish and 35% are bearish, compared to 32% bullish and 52% bearish in Q2. While most (69%) of Schwab's trader clients.

Schwab Q3 Trader Sentiment Survey: Recession Expectations Start to Recede as Trader Outlook Brightens in the Third Quarter

Shares of Charles Schwab fell by nearly 5% to a one-month low on Tuesday after the U.S. brokerage unveiled a cost-cutting plan that came with steep one-time charges.

Charles Schwab shares fall after announcing cost-cutting plan

Schwab (SCHW) is looking to eliminate jobs and close or downsize offices to reduce expenses aimed at business streamlining efforts.

Schwab (SCHW) to Slash Jobs & Cut Offices Space to Lower Costs

Associated Banc-Corp

Bank of New York Mellon

Citigroup

Comerica

Republic First Bancorp

Goldman Sachs

KeyCorp

Northern Trust

Synovus Financial

State Street

Truist Financial

UMB Financial

Valley National

Zions Bancorp

U.S. banks and regional banks fell across the board on Tuesday, after S&P Global Ratings downgraded five smaller players after a review of risk related to funding, liquidity and asset quality with a focus on office commercial real estate.

U.S. banks and regional lenders slide across the board as S&P is latest to downgrade ratings

Schwab said it was cutting an undisclosed number of jobs and looking to downsize its real estate footprint. The company has been hit hard by rising rates, and has had to lean into high-cost sources for funding.

Why Charles Schwab Stock Is Down Today

Charles Schwab experienced strong long-term growth after shifting towards a banking-style business model and offering commission-free trading. Schwab faces the risk of deposit flight as customers seek higher-yield savings accounts and liquidity concerns arise, but this risk is being overestimated by the market. Schwab's strong capital buffers should give investors comfort that this company will continue compounding over time.

Charles Schwab: A Discounted Behemoth, Buy The Earnings Contraction

The Charles Schwabe Corporation reported in an SEC filing Monday it plans to close or downsize some corporate offices and reduce its headcount to cut costs.

Charles Schwab slashing jobs, offices to streamline operations

Schwab has had to turn to supplementary funding sources to counter an uncertain economic environment.

Charles Schwab plans to cut jobs, close offices as downturn hits Wall Street

Charles Schwab Corp. SCHW, -0.20% late Monday said it plans to reduce costs to the tune of $500 million a year through a “lower” employee headcount and professional services, without providing more details. The company also plans to close or downsize some yet unnamed corporate offices, according to a filing with securities regulators.

Schwab plans ‘lower headcount,' office closings to save $500 million

Salesforce

Mastercard

Generation Investment, chaired by former Vice President Al Gore, bought Applied Materials stock, and sold Salesforce, Mastercard, and Schwab stock in the second quarter.

Al Gore's Firm Bet on AI and Sold Salesforce, Mastercard, Schwab Stock

Schwab's (SCHW) inorganic growth efforts are expected to be earnings accretive. However, these will lead to an increase in expenses in the near term, thus hurting profits.

Acquisitions to Aid Schwab's (SCHW) Top Line Amid Cost Woes

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

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

Charles Schwab demonstrated continued growth with an increase in client assets to an all-time high of $8.24 trillion. Net new assets for the month came in at $12.9 billion, with an adjusted reading of $13.7 billion. The company added 303,000 new brokerage accounts in July, maintaining a trend of new accounts exceeding 300,000 for the 9th consecutive month.

Charles Schwab: The Perpetual Growth Machine

Charles Schwab Corporation Common Stock (NYSE:SCHW) was last seen down 2.2% to trade at $60.43, as bank stocks take a hit following a dire warning.

Bank Stock Posing Attractive Entry Point

Client attrition after the fallout of the merger between Charles Schwab and TD Ameritrade is still in-line or slightly better than the company's predictions for the year, but Charles Schwab stock continues to disappoint on the charts despite earnings beats.

Charles Schwab Is Still Losing TD Ameritrade Clients

Charles Schwab Corp. SCHW, -2.84% said Monday the attrition of clients as part of its 2019 acquisition of Ameritrade “will be in-line with or slightly better than our initial estimates.” About 4% of Ameritrade revenue prior to the deal or around 1% of combined total client assets as of Dec. 31 was its attrition estimate, the financial firm said.

Schwab says attrition rates from Ameritrade acquisition in-line or slightly better than estimates

OKLAHOMA CITY--(BUSINESS WIRE)---- $SCHW #CharlesSchwab--The law firm of Federman & Sherwood has initiated an investigation into TD Ameritrade, Inc. & Charles Schwab & Co., Inc. a TD Ameritrade affiliate (“the Companies”) with respect to their recent data breach. On June 26, 2023, The Companies informed clients that the company experienced a data breach after an unauthorized party accessed sensitive consumer data entrusted to the company. According to The Companies, they determined that information stored o.

Federman & Sherwood Investigates TD Ameritrade, Inc. and Charles Schwab & Co., Inc. a TD Ameritrade affiliate for Data Breach

Bank of America

Brown & Brown

After the year-to-date rally, the overall market is approaching overvalued territory. However, the financial sector offers value after a disappointing first half.

The 3 Best Financial Stocks to Buy in August

Interactive Brokers

Brokerage stocks can benefit from periods of economic growth and market volatility. Charles Schwab struggled with deposit outflows, but its cheap valuation makes it an intriguing value stock.

2 Top Brokerage Stocks to Buy in August

News for Charles Schwab Stock (SCHW)