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

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

New Linde PLC

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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

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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

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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.

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I present my top 15 high-growth dividend stocks to consider during the month of May. The watchlist posted a gain of 0.41% in April, trailing both VIG and SPY.

My Top 15 High-Growth Dividend Stocks For May 2023

The United States is starting the greatest generational wealth transfer in history with baby boomers set to pass on north of $68 trillion to their children and grandchildren. Many of the old guard will be hustling to keep their assets under management as a result.

Charles Schwab Is Being Unfairly Punished

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 The Charles Schwab Corporation (SCHW) a Buy as Wall Street Analysts Look Optimistic?

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With the first three months of the year behind us, it's now earnings season. Accordingly, investors looking for strong buys have a list of companies to choose from.

7 Stocks That Are Strong Buys on the Heels of Impressive Earnings

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My Top 10 Dividend Growth Stocks To Invest In May 2023.

My Top 10 Dividend Growth Stocks To Invest In May 2023

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Howmet Aerospace

Ingersoll-Rand

Kimco Realty

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Adding dividend growth stocks to your portfolio can provide both income and capital appreciation over the long haul. That makes these picks worth a closer look.

The 7 Best Dividend Growth Stocks to Buy

Match Group

TROY, Mich. , April 26, 2023 /PRNewswire/ -- The Editorial Advisory and Securities Review Committee of BetterInvesting Magazine today announced The Charles Schwab Corp. (NASDAQ: SCHW) as its "Stock to Study" and Match Group Inc. (NASDAQ: MTCH) as its "Undervalued Stock" in the July 2023 issue for investors' informational and educational use.

BetterInvesting™ Magazine Update on The Charles Schwab Corp. and Match Group Inc.

Charles Schwab has seen its bank deposit base shrink over the last year. Rising interest rates have customers seeking higher-yielding alternatives.

Schwab Proves Resilient, Dispels Fears Over Outflows

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Sooner or later, investors will stop fearing the “phantom recession,” i.e. the recession that really doesn't exist except in many economists' imaginations.

7 Growth Stocks With Huge Return Potential for Long-Term Investors

Charles Schwab: Deposit Growth, Shares Look Like A Steal.

Charles Schwab: Deposit Growth, Shares Look Like A Steal

In my last article, I mentioned 3 key metrics to track for Charles Schwab. In this piece, I review these metrics after the March quarter results and commentary. Outlook commentary was positive despite adverse movement in net new purchased money market fund flows.

Charles Schwab: Load Up The Buys

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This article is an excerpt from the InvestorPlace Digest newsletter. To get news like this delivered straight to your inbox, click here.

Stock Market Alert: 5 Things to Know as Investors Turn Bearish

Charles Schwab's stock has lost a third of its value so far in 2023. The discount broker was embroiled in the bank run scare, though it is likely to muddle through just fine.

Before You Buy Charles Schwab: Here's a Finance Stock I'd Buy First

U.S. banks have been under a lot of pressure lately but a JPMorgan analyst is still convinced that investing in Charles Schwab Corporation (NYSE: SCHW) at current levels positions you for lucrative returns. Charles Schwab stock could climb to $85 Kenneth Worthington reiterated the financial service company at “overweight” this week.

Charles Schwab stock outlook: JPMorgan analyst sees 60% upside

Higher interest rates are providing a major boost to the bottom line. Schwab has access to plenty of liquidity as well despite worries that up-ended the stock in the wake of Silicon Valley Bank's collapse.

3 Big, Bullish Takeaways From Charles Schwab's Q1 Report

Although mainly known as a broker, Charles Schwab's financial products range from mutual funds to banking services.

With Declining Deposts, Is Schwab's Business Model at Risk?

Air Transport Services Group

Newtek Business Services

Valley National

Beyond Air Inc

According to the Insider Cluster Buys Screen, a Premium feature of GuruFocus, five stocks that have high number of unique insider buys over the past three months are Air Transport Services Group Inc. ( ATSG , Financial), Beyond Air Inc. ( XAIR , Financial), Charles Schwab Corp. ( SCHW , Financial), Valley National Bancorp ( VLY , Financial) and NewtekOne Inc. ( NEWT , Financial).

5 Stocks Insiders Have Built Positions in Over the Past 3 Months

Charles Schwab: Increasing Conviction In The Contrarian Investment Thesis

News for Charles Schwab Stock (SCHW)