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

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Earnings data Q1 2022

Earnings data Q2 2022

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Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

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Earnings data Q1 2024

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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

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Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

The Charles Schwab Corporation (NYSE:SCHW ) 2023 Summer Business Update Conference Call July 18, 2023 8:30 AM ET Company Participants Jeff Edwards - MD, IR Walt Bettinger - Co-Chairman and CEO Rick Wurster - President Peter Crawford - CFO Conference Call Participants Ken Worthington - JP Morgan Dan Fannon - Jefferies Brian Bedell - Deutsche Bank Michael Anagnostakis - Wolfe Research Michael Cyprys - Morgan Stanley Alexander Blostein - Goldman Sachs Brennan Hawken - UBS Benjamin Budish - Barclays Christopher Allen - Citigroup Patrick Moley - Piper Sandler Kyle Voigt - KBW Devin Ryan - JMP Securities Jeff Edwards And here we go. Good morning, everyone, and thank you for joining us for the Schwab 2023 Summer Business Update.

The Charles Schwab Corporation (SCHW) 2023 Summer Business Update Conference (Transcript)

Citizens Financial Group

KeyCorp

Schwab believes that client cash sorting is decelerating. KeyCorp's earnings and revenue missed consensus estimates.

Why Shares of Charles Schwab, KeyCorp, and Citizens Financial Are Rising This Week

This year has taught the brokerage the downsides of being a bank when interest rates shoot higher.

Schwab Survived Deposit Crisis. What Comes Next?

Charles Schwab's second-quarter results and balance sheet are a pleasant surprise.

Charles Schwab Tops Q2 Estimates Thanks to Management Fees, Despite Interest Income

Schwab outperformed analyst estimates on both the top and bottom lines this morning. Revenue and earnings nevertheless declined year over year, with earnings falling steeply.

Why Charles Schwab Stock Surged 12% on Tuesday

The slowdown in deposit flight allowed Charles Schwab's shares to rise about 12% in trading, despite a drop in net income in the second quarter.

Slowdown In Deposit Outflows Lifts Charles Schwab Shares Despite Drop In Profit

Bank of America

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Earnings season is in full swing, and more bank names have stepped into the confessional this morning.

3 Bank Stocks Setting the Tone This Earnings Season

Charles Schwab CEO Walt Bettinger said Tuesday retail investors using his brokerage are showing signs of bullishness on the stock market.

Schwab CEO says bullishness among retail traders is rising, with buy orders 20% higher than sells

Charles Schwab beats expectations despite posting a major drop in earnings. Schwab stock soared 12% early Tuesday following results.

Charles Schwab Stock Spikes 12% After Beating Forecasts

The headline numbers for The Charles Schwab Corporation (SCHW) give insight into how the company performed in the quarter ended June 2023, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

The Charles Schwab Corporation (SCHW) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Charles Schwab CorporationNYSE: SCHW shares rebound after several months of weak performance. The fear which drove the market to multi-years was not unfounded, but it was extreme and put the market in deep-value territory.

Charles Schwab Gets The Rebound. Time to Buy?

CFO Peter Crawford said cash outflows were decelerating for the brokerage firm.

Charles Schwab stock pops 11% after second-quarter results beat expectations

The Charles Schwab Corporation (SCHW) came out with quarterly earnings of $0.75 per share, beating the Zacks Consensus Estimate of $0.72 per share. This compares to earnings of $0.97 per share a year ago.

The Charles Schwab Corporation (SCHW) Surpasses Q2 Earnings and Revenue Estimates

A robust asset management performance aids Schwab's (SCHW) Q2 earnings. Yet, a challenging operating backdrop significantly hurt revenues, which, along with higher expenses, act as a spoilsport.

Schwab (SCHW) Q2 Earnings and Revenues Beat, Expenses Rise

Charles Schwab (NYSE:SCHW) has reported a tough second quarter as it navigated “significant near-term headwinds” that saw a decline in bank deposits and net income.  However, it still beat market expectations, sending its shares more than 12% higher in early Tuesday trade.

Charles Schwab stock rallies as 2Q earnings decline less than expected

U.S. brokerage firm Charles Schwab reported a smaller-than-expected drop in second-quarter profit on Tuesday as a jump in asset management fees helped soften the hit from a decline in interest revenue.

Schwab's profit drops less than expected on asset management strength

Charles Schwab Corp.'s stock SCHW rose 0.6% in premarket trade Tuesday, after the discount brokerage's second-quarter earnings fell from a year ago but still topped consensus estimates. The company had net income of $1.294 billion, or 64 cents a share, for the quarter, down from $1.793 billion, or 87 cents a share, in the year-earlier period.

Charles Schwab earnings fall in Q2 but still beat consensus estimates

Charles Schwab is set to hold an investor call on July 18th to discuss its Q2 2023 financial results, with analysts predicting a 9.5% YoY decline in revenue to $4.61 billion. The company's total value of interest-earning assets has decreased, while its debt has significantly increased, potentially impacting its net interest income. Despite its challenges, the company has seen growth in client assets and brokerage accounts, leading the author to maintain a 'strong buy' rating for the long term.

Charles Schwab: A Look At The Good And The Bad That's Right Around The Corner

Bank of New York Mellon

Lockheed Martin

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Earnings Previews:  Bank of America, Bank of New York Mellon, Charles Schwab, Lockheed Martin, Morgan Stanley

We expect it to post mixed results, with revenues beating the consensus estimates but earnings missing the mark.

Charles Schwab Stock To Post Mixed Result In Q2

Schwab's (SCHW) trading performance is expected to have been weak in the second quarter of 2023 because of subdued volatility and client activity.

Lower Market Volatility to Hurt Schwab's (SCHW) Q2 Earnings

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Charles Schwab is currently sitting on billions of unrealized bond losses, which has made investors nervous. The bank has also experienced significant deposit outflows over the last year.

Why Charles Schwab Fell 32% in the First Half of 2023

Charles Schwab is expected to report earnings for Q2'23 and investor expectations may be too bearish. Charles Schwab just passed the Federal Reserve's stress test with flying colors, which should give investors confidence. The company's shares are currently trading at a significant discount to its pre-crisis valuation, offering potential for a return to its pre-crisis P/E ratio.

Charles Schwab: The Fed Cleared The Path For A Higher Valuation

Schwab US Dividend Equity ETF

The Schwab US Dividend Equity ETF (SCHD) stock has drifted upwards after falling to $68.50 in May. It has risen by about 5% to the current $72.

Don't buy Schwab US Dividend Equity (SCHD): Buy these ETFs instead

News for Charles Schwab Stock (SCHW)