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.

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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's net new assets in May totaled $24.6bn, a decline from the same month last year but a significant increase from April's $13.6bn. The number of active brokerage accounts increased by 63,000 in May, while total client assets grew for the third consecutive month to $7.65tn. Despite challenges in the banking industry and declining interest-earning assets, Charles Schwab's core operations continue to grow, making it a strong buy for long-term investors.

Charles Schwab: The Multi-Trillion Dollar Asset Play That Just Gave You Billions More Reasons To Buy

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Charles Schwab is the largest brokerage business in the U.S., a leading provider for financial advisors, a top ETF asset manager and one of the biggest banks.

Why Charles Schwab became a financial 'supermarket'

Schwab (SCHW) reports total client assets of $7.65 trillion in May 2023, up marginally from April 2023 and 5% from May 2022. The company expects second-quarter revenues to fall 10-11% year over year.

Schwab's (SCHW) May Client Assets Rise, Q2 Revenues to Decline

Charles Schwab's asset management business is relatively bigger. Conversely, investment banking and credit cards are notable parts of JPMorgan's business mix.

Better Buy: JPMorgan Chase or Charles Schwab?

Charles Schwab Corp. ( SCHW , Financial) released its monthly trading activity statement on Wednesday, revealing bad news for its investors as evidence suggests it might experience an 11% quarterly drop in revenue when it releases its following report in August.

Charles Schwab Set for Quarterly Revenue Decline

Charles Schwab expects its second-quarter revenue to drop by 10% to 11% due to a contraction in its net interest margin and softer trading activity, the brokerage firm said on Wednesday.

Charles Schwab forecasts up to 11% drop in second-quarter revenue

Charles Schwab Corp. SCHW said Wednesday its core net new assets brought to the company by new and existing clients totaled $20.7 billion in May. Net new assets excluding mutual fund clearing totaled $24.5 billion.

Charles Schwab total client assets up 5% from year-ago to $7.65 trillion in May

Zacks.com users have recently been watching The Charles Schwab Corporation (SCHW) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Here is What to Know Beyond Why The Charles Schwab Corporation (SCHW) is a Trending Stock

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In today's article, I will demonstrate how to allocate $25,000 among one ETF, 10 high dividend yield companies and 10 dividend growth companies. As I will demonstrate in this article, the investment portfolio reaches a broad diversification over sectors, industries, and countries. The portfolio provides you with a Weighted Average Dividend Yield [TTM] of 3.69% and the selected picks have shown a Weighted Average Dividend Growth Rate [CAGR] of 11.60%.

How To Allocate $25,000 Among My Top 20 Dividend Income Stocks For June 2023

If Schwab stock stays above 52.50 at expiry, the put expires worthless, leaving the trader with a 29% annualized return.

This Schwab Stock Cash-Secured Put Could Return 29% At An Annualized Rate

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In today's article, I will demonstrate how you could allocate $15,000 among two dividend-paying ETFs and my top 10 dividend growth companies for June 2023. This investment portfolio offers you a Weighted Average Dividend Yield [TTM] of 3.12% and a broad diversification over Sectors and Industries. The selected picks have also shown a Weighted Average Dividend Growth Rate [CAGR] of 11.67% over the past 5 years.

How To Allocate $15,000 Among My Top 10 Dividend Growth Companies For June 2023

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I present my top 15 high-growth dividend stocks to consider during the month of June. The watchlist underperformed VIG in May, but continues to outpace the ETF year-to-date and since inception. Five new stocks have been added to the watchlist for June: Intuit, Mastercard, Microchip Technology Inc., Sirius XM Holdings, and Skyworks Solutions.

My Top 15 High Growth Dividend Stocks For June 2023

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Shares of U.S. banks rose on Friday after the U.S. Senate on Thursday passed bipartisan legislation that lifted the government's $31.4 trillion debt ceiling and averted a historic default.

Banks stocks gain after US Congress averts historic debt default

Schwab (SCHW) continues to benefit from an increasing client base, higher interest rates and inorganic growth efforts. However, rising expenses and decreasing trading revenues are concerns.

Schwab (SCHW) Rides on Buyouts, Higher Rates Amid Rising Costs

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The performance of different sectors indicates a brewing rebound in the economy in 2024. The stock market is a leading indicator, and we are still transitioning from recessionary sector performance to rebound performance. Here are 2 stocks to sell and 2 replacement stocks for dividend investors who want to protect their capital and maximize future dividends.

Sell Alert: 2 Crowd Favorite Dividend Stocks To Dump And 2 Replacement Stocks

I will introduce you to 10 dividend growth companies that I believe could be excellent choices for dividend growth investors right now. The 10 selected picks have shown an Average Dividend Growth Rate [CAGR] of 15.48% over the past 5 years. Furthermore, the companies provide investors with an Average Dividend Yield [FWD] of 2.17%.

My Top 10 Dividend Growth Stocks To Invest In For June 2023

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Big U.S. banks face a challenging environment for office-space loans but the situation is expected to remain manageable for lenders over time, Citi analyst Keith Horowitz said Monday in a summary of a recent industry event hosted by the bank.

U.S. banks mull office-space loan exposure at Citi event and prepare for a slow boil

Cash movement trends continue to improve. No reversal in falling Bank Deposit Account balances. Core Net New Assets Seasonally Weak Due to Tax Season.

Charles Schwab: No Fat Pitch Here

Live Nation

Wallace Weitz (Trades, Portfolio), the portfolio manager of the Weitz Value Fund and Weitz Partners Value Fund, disclosed in a regulatory 13F filing that his firm's top trades during the first quarter included a new holding in Live National Entertainment Inc. ( LYV , Financial) and the closure of its positions in Charles Schwab Corp. ( SCHW , Financial) and First Republic Bank ( FRCB , Financial). The firm also trimmed its holdings in Fidelity National Information Services Inc. ( FIS , Financial) and Axalta Coating Systems Ltd.

Wallace Weitz's Firm Enters Live Nation Entertainment, Exits Charles Schwab

CPI Card Group

CPI Card Group has carved out a niche in a growing market. Charles Schwab should get a boost following its integration of TD Ameritrade.

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The stock price has suffered over recent months due to the fear of a banking crisis after the collapse of Silicon Valley Bank.

Charles Schwab Stock Has An 84% Upside Potential To Its Pre-Inflation Peak

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Pavel Muravev/iStock via Getty Images Listen on the go! Subscribe to Wall Street Breakfast on Apple Podcasts and Spotify This is an abridged conversation from Seeking Alpha's Investing Experts podcast.

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Charles Schwab will raise $2.5 billion via bond sales to fund corporate expenses and business growth as the brokerage giant deals with the fallout from recent banking turmoil.

Charles Schwab to Raise $2.5 Billion Via Bond Sales

Shares of the financial broker have dropped 35% over the past three months.

Charles Schwab Raises $2.5 Billion in Bonds to Shore Up Finances

News for Charles Schwab Stock (SCHW)