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 average yield on Schwab's interest-earning assets went up 26 basis points from 1.47% in 1Q22 to 1.73% in 2Q22. Net interest went up $361 million from $2,183 million in 1Q22 to $2,544 million in 2Q22.

Charles Schwab: Stellar Future With Higher Interest Rates

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WESTLAKE, Texas--(BUSINESS WIRE)-- #CharlesSchwab--The Charles Schwab Corporation announced that it has purchased approximately 15M shares of its nonvoting common stock directly from TD Bank Group.

Schwab Repurchases $1 Billion of Shares Held by TD Bank Group

WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Advisor Services and Charles Schwab Foundation announced today the 12 recipients of its 2022 RIA Talent Advantage (RIATA) Student Scholarship. In its second year, the scholarship continues to help remove financial barriers, advocate for diversity, and open doors for future talent within the independent RIA industry. The 12 individuals selected are enrolled in various accredited four-year educational institutions across the country, bring diverse perspect

Schwab Announces Recipients of Its Registered Investment Advisor Talent Advantage Student Scholarship

Schwab Crypto Thematic ETF

Schwab Asset Management will launch its first crypto-related exchange traded fund (ETF) on the New York Stock Exchange (NYSE) next week, the asset manager said in a press release on Friday.

Schwab to list its first crypto ETF on NYSE

WESTLAKE, Texas--(BUSINESS WIRE)--Schwab CEO Walter W. Bettinger II was appointed Co-Chairman of the Schwab Board of Directors, along with Founder and Co-Chairman Charles R. Schwab.

The Charles Schwab Corporation Names CEO Walt Bettinger Co-Chairman of its Board of Directors

Los Angeles, California--(Newsfile Corp. - July 27, 2022) - The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of The Charles Schwab Corporation (NYSE: SCHW) ("Charles Schwab" or "the Company") for violations of the securities laws.The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

INVESTIGATION REMINDER: The Schall Law Firm Encourages Investors in The Charles Schwab Corporation with Losses of $100,000 to Contact the Firm

WESTLAKE, Texas--(BUSINESS WIRE)-- #commonstock--The Board of Directors of The Charles Schwab Corporation at its meeting today authorized additional repurchases of the company's common stock.

Schwab Authorizes $15 Billion Stock Repurchase, Declares 10% Increase in Quarterly Common Stock Dividend, and Declares Preferred Stock Dividends

LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay & Murray LLP (“GPM”), a leading national shareholder rights law firm, today announced that it has commenced an investigation on behalf of The Charles Schwab Corporation (“Charles Schwab” or the “Company”) (NYSE: SCHW) investors concerning the Company's possible violations of the federal securities laws. If you suffered a loss on your Charles Schwab investments or would like to inquire about potentially pursuing claims to recover your loss under t

Glancy Prongay & Murray LLP, a Leading Securities Fraud Law Firm, Announces Investigation of The Charles Schwab Corporation (SCHW) on Behalf of Investors

BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith announces an investigation on behalf of The Charles Schwab Corporation (“Charles Schwab” or the “Company”) (NYSE: SCHW) investors concerning the Company's possible violations of federal securities laws. On July 2, 2021, Charles Schwab disclosed that the Company had been “responding to an investigation” by the U.S. Securities and Exchange Commission (“SEC”) “arising from a compliance examination” and that the investigation “largely c

INVESTOR ALERT: Law Offices of Howard G. Smith Announces Investigation of The Charles Schwab Corporation (SCHW) on Behalf of Investors

LOS ANGELES--(BUSINESS WIRE)--The Law Offices of Frank R. Cruz announces an investigation of The Charles Schwab Corporation (“Charles Schwab” or the “Company”) (NYSE: SCHW) on behalf of investors concerning the Company's possible violations of federal securities laws. If you are a shareholder who suffered a loss, click here to participate. On July 2, 2021, Charles Schwab disclosed that the Company had been “responding to an investigation” by the U.S. Securities and Exchange Commission (“SEC”) “

The Law Offices of Frank R. Cruz Announces Investigation of The Charles Schwab Corporation (SCHW) on Behalf of Investors

WESTLAKE, Texas--(BUSINESS WIRE)-- #401k--Schwab Study Shows Workers Struggling Against Inflation to Save and Invest for Retirement

Schwab Study Shows Workers Struggling Against Inflation to Save and Invest for Retirement

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During rising rate environments, certain stocks may benefit as their interest income rises. Consider the following stocks for your portfolio if you're looking for stocks that may benefit in such a situation.

Rising Interest Rates Will Provide A Tailwind To These Stocks

The Charles Schwab Corporation (SCHW) delivered earnings and revenue surprises of 6.59% and 1.01%, respectively, for the quarter ended June 2022. Do the numbers hold clues to what lies ahead for the stock?

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

Higher interest rates, a decline in fee waivers and rising brokerage account numbers support Schwab's (SCHW) Q2 earnings.

Schwab (SCHW) Up as Q2 Earnings Beat Estimates, Revenues Rise

Charles Schwab Corp. SCHW, +2.66% shares rose 4.7% in premarket trades Monday after the brokerage firm said its second-quarter profit rose by 42% to a record and its adjusted profit and revenue beat Wall Street estimates. The Westlake, Texas-based company said its earnings for the three months ended June 30 jumped to $1.79 billion, or 87 cents a share, from $1.27 billion, or 59 cents a share, in the year-ago quarter.

Charles Schwab shares advance on earnings boost

WESTLAKE, Texas--(BUSINESS WIRE)-- #CharlesSchwab--The Charles Schwab Corporation announced that its net income for Q2 of 2022 was a record $1.8 billion compared with $1.4 billion for the Q1 of 2022.

Schwab's Second Quarter Revenues Rise 13% to Surpass $5 Billion

Charles Schwab is a large, diversified financial services firm with strong growth prospects. The company is benefiting from rising interest rates and has introduced innovative new products.

Charles Schwab: A High-Quality Bargain That's Ripe For Picking

Positive, long-term wealth management industry fundamentals remain intact, and my expectation of earnings growth from higher interest rates and Ameritrade acquisition integration synergies is gaining visibility. Even though near-term non-interest revenues will be negatively affected by rising interest rates and declining stock market valuations, the impact may be less pronounced than I had expected.

Schwab: Valuation Down But Higher Rates And Acquisition Synergies Driving Earnings Growth

NEW YORK , July 15, 2022 /PRNewswire/ -- WHY: Rosen Law Firm, a global investor rights law firm, continues its investigation of potential securities claims on behalf of shareholders of The Charles Schwab Corporation (NYSE: SCHW) resulting from allegations that Schwab may have issued materially misleading business information to the investing public. SO WHAT: If you purchased Schwab securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

ROSEN, RESPECTED INVESTOR COUNSEL, Encourages The Charles Schwab Corporation Investors to Inquire About Securities Class Action Investigation - SCHW

Driven by the rise in volatility, Schwab (SCHW) is expected to have witnessed growth in second-quarter 2022 trading revenues.

Trading Business, Higher Rates to Aid Schwab (SCHW) Q2 Earnings

Charles Schwab (NYSE: SCHW) is scheduled to report its fiscal Q2 2022 results on Monday, July 18, 2022.

Charles Schwab Stock To Edge Past The Consensus In Q2?

Investors need to pay close attention to Charles Schwab (SCHW) stock based on the movements in the options market lately.

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News for Charles Schwab Stock (SCHW)