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

SCHW stock is rising after Charles Schwab posted record quarterly earnings results early Monday. Interactive Brokers is set to report Tuesday The post Charles Schwab Stock Jumps After Earnings Beat, Interactive Brokers Set To Report appeared first on Investor's Business Daily.

Charles Schwab Stock Jumps After Earnings Beat, Interactive Brokers Set To Report

Charles Schwab Corp. SCHW, -6.87% stock advanced by 3.3% in premarket trading Monday after the broker said it posted its "strongest quarterly performance in company history" as it topped Wall Street expectations for profit and revenue. The brokerage firm said its third-quarter net income jumped 32% to $2.02 billion, to a record of 99 cents a share, from $1.53 billion, or 74 cents a share, in the year-ago quarter.

Schwab shares rise on record earnings per share

WESTLAKE, Texas--(BUSINESS WIRE)-- #CharlesSchwab--The Charles Schwab Corporation announced that its net income for the third quarter of 2022 was a record $2.0 billion.

Schwab Reports Strongest Quarterly Performance in Company History

Schwab (SCHW) is expected to have witnessed a robust trading performance in the third quarter of 2022. Driven by higher rates, its interest income is expected to have risen.

Robust Trading, Higher Rates to Aid Schwab's (SCHW) Q3 Earnings

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The three major U.S. equity indexes closed slightly lower on Wednesday. The Dow Jones industrials ended the day down 0.1%%, the S&P 500 closed 0.33% lower and the Nasdaq retreated 0.09%.

Earnings Previews: Bank of America, BNY Mellon, Charles Schwab

Charles Schwab (NYSE: SCHW) is scheduled to report its fiscal Q3 2022 results on Monday, October 17, 2022.

Charles Schwab To Post Mixed Results In Q3?

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The banks are set to kick off what will be a closely-watched third-quarter earnings season when they report financial results this coming Friday.

Q3 Earnings Season Starts With The Banks: What Investors Need To Know Before Friday

The financial services firm was boosted by some positive reports from analysts.

Why Charles Schwab Stock Rose 1.3% in September

Charles Schwab shares have further upside even after holding in well relative to the market over the past year. Schwab's unique business model gives it significant exposure to Federal Reserve policy, and higher rates will boost profits.

Charles Schwab Is Poised To Win From Fed Rate Hikes

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These top dividend stocks are attractive at these levels and lower, and they add excellent diversity to a long-term investing portfolio.

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Schwab's (SCHW) inorganic growth efforts and initiatives to augment trading revenues remain impressive. Yet, elevated expenses might hamper bottom-line growth.

Higher Rates, Acquisitions Aid Schwab (SCHW) Amid Cost Concerns

WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Advisor Services has expanded its institutional no transaction fee (INTF) mutual fund offering.

Schwab Expands Institutional No Transaction Fee Fund Offering for Independent Advisors

WESTLAKE, Texas--(BUSINESS WIRE)-- #401k--SCHWAB RETIREMENT PLAN SERVICES RANKS #1 IN J.D. POWER U.S. RETIREMENT PLAN DIGITAL SATISFACTION STUDY FOR SECOND YEAR IN A ROW

Schwab Retirement Plan Services Ranks #1 in J.D. Power U.S. Retirement Plan Digital Satisfaction Study for Second Year in a Row

WESTLAKE, Texas--(BUSINESS WIRE)--Charles Schwab announced it will redeem outstanding shares of its Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series A.

SCHWAB ANNOUNCES Redemption of All Outstanding Shares of Its Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series A

Charles Schwab Corporation (NYSE:SCHW) was last seen up 0.4% to trade at $73.66, adding to its 16.5% quarter-to-date lead.

Bank Stock Could Hit Highest Level Since April

WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Stock Plan Services Earns Highest Net Promoter Score Client Loyalty Rating in Group Five Benchmarking Study

Schwab Stock Plan Services Earns Highest Net Promoter Score Client Loyalty Rating in Group Five Benchmarking Study

Schwab (SCHW) provides upbeat Q3 total revenue guidance. The company's core net new assets rise in August.

Schwab (SCHW) Offers Q3 View, August Core Net New Assets Rise

WESTLAKE, Texas--(BUSINESS WIRE)--ETF investors have faced a turbulent environment marked by high inflation, rising interest rates and market volatility, yet they have continued investing in ETFs and foresee the product making up a larger share of their portfolios in the future. At the same time, they are also interested in exploring investing options that will allow them to better personalize their portfolios, according to “ETFs and Beyond,” a new study by Schwab Asset Management. Schwab, whic

No Matter the Weather: Despite a Perfect Storm of Market Disruptions, Schwab Study Finds Investors Continue to Favor ETFs

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Customer trust is hard to earn. Amid a tough economy and stock market, a new survey found out which financial firms consumers trust with their money.

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Apparently, the Charles Schwab Corporation (NYSE: SCHW) violated securities law and the Schall Law Firm, a national shareholder rights litigation

Law firm urges investors who lost $100k via Charles Schwab Corporation to contact them

The Charles Schwab Corporation under investigation for violations of the securities laws

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News for Charles Schwab Stock (SCHW)