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

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

Why Is The Charles Schwab Corporation (SCHW) Down 7.2% Since Last Earnings Report?

The Charles Schwab Corporation has had a rough start to 2023, but many investors thought its Q1 was positive. However, each of Schwab's main businesses has struggled upon further inspection.

Schwab Isn't Going Anywhere, But That Doesn't Mean It's A Buy

The Charles Schwab Corporation (SCHW) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Is Most-Watched Stock The Charles Schwab Corporation (SCHW) Worth Betting on Now?

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A Wall Street analyst upgraded Charles Schwab. Famous investor Michael Burry bought shares of several beaten-down bank stocks in the first quarter.

Why Shares of Western Alliance, KeyCorp, and Charles Schwab Rose Today

PacWest Bancorp

Is the banking crisis that has gripped the U.S. over? Investors don't seem convinced.

3 Stocks to Sell Before the Banking Crisis Gets Worse

Schwab (SCHW) reports a decrease in core net new assets for April.

Schwab (SCHW) Records a Fall in April Core Net New Assets

The management team at The Charles Schwab Corporation announced some rather interesting data for the month of April. The company saw net inflows of client assets as well as other impressive financial changes.

Charles Schwab: Another 13.6 Billion Reasons To Be Bullish

A dark cloud settled over bank stocks recently, but the sun appears to be shining again for  Charles Schwab Corporation (NYSE:SCHW).

Charles Schwab Stock Eyes 3rd-Straight Win After Upgrade

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Is It Worth Investing in The Charles Schwab Corporation (SCHW) Based on Wall Street's Bullish Views?

The broker's shares were upgraded to Outperform from Market Perform at Raymond James.

Schwab Stock Gains on Upgrade. Are Its Deposit Problems Over?

Airbnb

J. M. Smucker

Charles Schwab's shares are down on news about the banking crisis, but it has much more going for it than just banking services. Airbnb's asset-light business model should serve it well, even if its growth rate slows.

3 Stocks I'm Not Selling in May

SVB's collapse has highlighted the risk of banks losing deposits, a concern for Schwab as higher rates give customers reason to move their money elsewhere.

Charles Schwab Stock Rises. Client Assets Grew in April.

Charles Schwab Corp. SCHW, +0.91% said Friday its total client assets for April rose 1% over the previous month to $7.63 trillion, and were up 5% from April 2022. Active brokerage accounts in April rose 1% from the previous month to 34.2 million, but remained about flat from the year-ago period.

Schwab client assets climb 1% in April from previous month to $7.63 trillion

iShares MSCI South Korea ETF

Pioneer Natural Resources

U.S. Bancorp

Weatherford International PLC

Yacktman Asset Management (Trades, Portfolio) disclosed its first-quarter 13F portfolio update, revealing its top trades included a new holding in iShares MSCI South Korea ETF ( EWY , Financial) and boosts to its positions in Pioneer Natural Resources Co. ( PXD , Financial) and Charles Schwab Corp. ( SCHW , Financial). The Austin, Texas-based firm also reduced its holdings of U.S. Bancorp ( USB , Financial) and Weatherford International PLC ( WFRD , Financial).

Yacktman Asset Management Enters South Korea ETF Position

Bank of America

JPMorgan Chase & Co

The financial sector has been hit hard with consumers seeing three of the biggest bank failures since the great financial crisis. This has created big opportunities in a number of well-run financial institutions.

3 Financial Stocks With Big Potential Upside

Citigroup

Fifth Third Bancorp

Huntington Bancshares

Elon Musk should stick to electric cars. Instead, Musk is on the interview circuit and Twitter predicting the demise of the banking sector.

Elon Musk has it all wrong – here's why the bank sector won't blow up and 5 stocks worth considering

Adobe

Autodesk

CME Group

Cheniere Energy Partners

Corteva Inc

Alphabet

Harley-Davidson

Keysight

Lam Research

Microchip Technology

Monolithic Power Systems

ServiceNow

Norfolk Southern

Northern Trust

Pfizer

Polaris

Tradeweb Markets

Veeva Systems

Wells Fargo

Our 3-step process focuses on wide-moat stocks (as per Morningstar's rating). We are only interested in those targets that are attractively valued in historical comparison.

U.S. Wide-Moat Stocks On Sale - The May 2023 Heat Map

All three of these stocks are trading at cheap valuations.

3 Financial Stocks With Up to 30% Upside

Warren Buffett warned bank investors over the weekend that he doesn't "know where the shareholders of banks are heading." Schwab's balance sheet remains under pressure as clients search for higher yields.

Charles Schwab: Warren Buffett Has A Warning For Bank Investors

Apple

American Express

iShares Core Dividend Growth ETF

Deutsche Post AG

Itau Unibanco Holding S.A.

Johnson & Johnson

New Linde PLC

Mastercard

Altria

Microsoft

NIKE

Schwab US Dividend Equity ETF

Suncor Energy

AT&T

Travelers

Vale S.A.

Vici Properties

Verizon

You can generate a significant amount of additional income in the form of dividends by investing in a mixture of high dividend yield and dividend growth companies. In this article, I will show you how you could allocate $20,000 among 10 high dividend yield and 10 dividend growth companies as well as one ETF.

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

Strong Q1 earnings and a diverse business model position Schwab for success amid economic challenges.

Charles Schwab: Navigating Challenges Amidst the Banking Crisis

First Republic

Eaton

Honeywell

Elfun Trusts (Trades, Portfolio), part of Boston-based State Street Global Advisors, disclosed in a regulatory portfolio update filing that its top six trades during the first quarter included the closure of its positions in Charles Schwab Corp. ( SCHW , Financial), Honeywell International Inc. ( HON , Financial) and First Republic Bank ( FRC , Financial). The fund also entered new holdings in Linde PLC ( LIN , Financial), Eaton Corp PLC ( ETN , Financial) and Pioneer Natural Resources ( PXD , Financial).

Elfun Trusts Exits Charles Schwab, Dissolves First Republic Bank Holding

Investors are concerned about higher deposit costs and the bank's unrealized bond losses. The bank has enough access to liquidity to navigate the difficult environment.

There's No Need for Investors to Rush Into Schwab's Stock

Investors still don't feel they have seen enough stability to buy bank stocks. Broader macro fears like the Federal Reserve meeting and the debt ceiling debate are exacerbating pressure on the sector.

Why Shares of Bank of America, Charles Schwab, and American Express Fell Today

SPDR S&P Regional Banking ETF

Regions Financial

Zions Bancorp

Bank stocks dive Tuesday as the financial sector processes the First Republic failure and sale ahead of the Fed rate decision Wednesday. The post Bank Stocks Dive As Investors Digest First Republic Failure.

Bank Stocks Dive As Investors Digest First Republic Failure. Fed Meeting Looms.

News for Charles Schwab Stock (SCHW)