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

Goldman Sachs

Interactive Brokers

Morgan Stanley

Normalized level of trading and high technological costs pose concerns for the Zacks Investment Bank industry. Yet, industry players like Morgan Stanley (MS), Schwab (SCHW), Goldman (GS), & Interactive Brokers (IBKR) will gain from robust investment banking performance.

4 Investment Banks to Watch Out for in the Buoyant Industry

WESTLAKE, Texas--(BUSINESS WIRE)-- #CharlesSchwab--Schwab Retirement Plan Services ranks #1 in overall satisfaction in the J.D. Power 2021 U.S. Retirement Plan Digital Satisfaction Study.

Schwab Retirement Plan Services Ranks #1 in J.D. Power 2021 U.S. Retirement Plan Digital Satisfaction Study

Charles Schwab is well-positioned to benefit from continued long-term growth in wealth management assets and greater pricing discipline resulting from industry consolidation.

Charles Schwab: Multiple Growth Drivers Make It An Attractive Long-Term Compounder

Fidelity National Financial

When it comes to IRAs, Fidelity is the best choice for low-cost investments, but Charles Schwab is a better option for IRA account options.

Fidelity vs. Charles Schwab: Which IRA is best for you?

Ally Financial

Bank of America

Citigroup

Capital One

When searching for value investment opportunities, Oakmark Fund manager Bill Nygren (Trades, Portfolio) takes the approach of a business owner, seeing each position as owning a piece of the business as opposed to just a stock certificate.

5 Financial Services Stocks Bill Nygren Likes

WESTLAKE, Texas--(BUSINESS WIRE)-- #401kplanparticipants--Stress about finances has had an outsized impact on the ability of Gen Z and Millennials to do their jobs during the pandemic, according to Schwab.

Schwab 401(k) Study Finds Younger Workers Stressed About Money but Optimistic About Improving Financial Habits

Schwab (SCHW) reports a 3% sequential and 75% year-over-year rise in total client assets in August 2021.

Schwab's (SCHW) August Metrics Improve on Favorable Markets

Schwab (SCHW) faces a class-action lawsuit over violations of its fiduciary duty, breach of contract and state laws for its clients through a robo-advisor business cash sweep program.

Schwab (SCHW) Robo-Advisor Business' Legal Woes Continue

Accenture Plc

Applied Materials

Bank of New York Mellon

Blackrock Inc

Comcast

Canadian National Railway Company

Cintas Corp

Expeditors International of Washington

General Dynamics

Home Depot

Hershey

Lockheed Martin

Lowe's

Mastercard

Northrop Grumman

Roper Technologies

Royal Bank of Canada

Toronto-Dominion Bank

T. Rowe Price Group

U.S. Bancorp

Visa

West Pharmaceutical Services

Dividend Growth Stock Watchlist - September 2021

Schwab's Moneywise America program will focus on youths in under-resourced communities and schools, and its program with the Girl Scouts of the USA will target girls in grades K-12. In many high schools, in addition to the standard science and history courses, teens can take optional cooking and shop classes, yet surprisingly many schools still don't offer basic courses on financial literacy—how to manage money, how to save, and how to make it grow.

Charles Schwab launches programs aimed at helping teens become financially literate

WESTLAKE, Texas--(BUSINESS WIRE)--Charles Schwab commits to closing the financial education gap and helping teens across America achieve financial freedom

Charles Schwab Commits to Closing the Financial Education Gap and Helping Teens Across America Achieve Financial Freedom

WESTLAKE, Texas--(BUSINESS WIRE)-- #CSCNotes--The Charles Schwab Corporation announces early participation and consent results in exchange offers.

The Charles Schwab Corporation Announces Early Participation and Consent Results in Exchange Offers; Extends Early Participation Premium Deadline

Robinhood

You can learn more about a company's trustworthiness from its Better Business Bureau rating, but you should do additional research too.

How trustworthy are investment apps like Charles Schwab and Robinhood?

Activision Blizzard

Domino's Pizza

Humana

Intercontinental Exchange

Intuit

KLA-Tencor

Lam Research

Moody's

MarketAxess Holdings

Monolithic Power Systems

MSCI

Microsoft

NVIDIA

Sherwin-Williams

Thermo Fisher Scientific

I present 30 High Growth Dividend Stocks for consideration in September 2021.

High Growth Dividend Stocks For September 2021

HDFC Bank Limited

JPMorgan Chase & Co

Prudential Financial

Travelers

With inflation and speculation concerns inspiring the Federal Reserve to act, these financial stocks can hedge against rising rates. The post 7 Financial Stocks to Buy to Protect Yourself Against Rising Rates appeared first on InvestorPlace.

7 Financial Stocks to Buy to Protect Yourself Against Rising Rates

WESTLAKE, Texas--(BUSINESS WIRE)-- #CharlesSchwab--According to Charles Schwab's SDBA Indicators Report), self-directed 401(k) balances increased 22% year-over-year.

Schwab Report: Self-Directed 401(k) Balances Increase 22% Year-Over-Year

Alphabet

Philip Morris

Wells Fargo

In the second quarter ended June 30, U.S. stock markets continued their bull run as government stimulus, low interest rates and support for ever-increasing levels of corporate debt helped most companies report higher earnings numbers. Many investors are brushing off concerns about higher inflation, supply chain bottlenecks and lower-than-expected employment numbers; in fact, given the low yields available in the rest of the market, stocks have increased in popularity as protection against inflation.

The 5 Most-Sold Guru Stocks of the 2nd Quarter

Kansas City Southern

Marvell Technology

Nuance Communications

Constellation Brands

Jeremy Grantham (Trades, Portfolio), board chairman of Boston-based Grantham Mayo Van Otterloo, disclosed last week that his firm's top five trades during the second quarter included new positions in Constellation Brands Inc. ( STZ , Financial) and Nuance Communications Inc. ( NUAN , Financial), a position boost in Kansas City Southern ( KSU , Financial), a reduction in Charles Schwab Corp. ( SCHW , Financial) and the closure of its holding in Inphi Corp. (IPHI).

Jeremy Grantham's Top 5 Trades of the 2nd Quarter

WESTLAKE, Texas--(BUSINESS WIRE)-- #CharlesSchwab--The Charles Schwab Corporation commences offers to exchange four series of notes issued by TD Ameritrade Holding Corporation for Schwab notes.

The Charles Schwab Corporation Commences Offers to Exchange Four Series of Notes Issued by TD Ameritrade Holding Corporation for Schwab Notes

Charles Schwab employees are getting a pay bump as the firm's core new assets reached a record $257 billion.

Charles Schwab boosts pay, delays return to office

The brokerage announced a 5% pay raise for most of its employees on Thursday.

Charles Schwab to give most employees 5% raise for pandemic work

WESTLAKE, Texas--(BUSINESS WIRE)-- #CharlesSchwab--The Charles Schwab Corporation today announced it is implementing a special five percent pay increase for employees.

Schwab Announces Pay Increase for Employees

SAN DIEGO, Aug. 18, 2021 /PRNewswire/ -- Shareholder Rights Law Firm Johnson Fistel, LLP, is investigating potential claims against The Charles Schwab Corporation (NYSE: SCHW) ("Charles Schwab" or the "Company") for violations of federal securities laws and potentially related corporate mismanagement. On July 2, 2021, Charles Schwab said it will take a $200 million charge in the second quarter related to a U.S. Securities and Exchange Commission probe of its robo-adviser platform.

SCHW Alert: Johnson Fistel Continues its Investigation into Charles Schwab - Long Term Investors Encouraged to Contact the Firm

WESTLAKE, Texas--(BUSINESS WIRE)-- #401kplans--Schwab Retirement Plan Services announced the launch of an interactive, online dashboard designed to help retirement plan participants save & invest.

Schwab Retirement Plan Services Launches My Financial Guide to Help Workers Take Control of Their Financial Lives

Charles Schwab stock has gained 42% YTD, and at its current price of $74 per share, it is almost 10% below its fair value of $82 – Trefis' estimate for Charles Schwab's valuation. The brokerage giant recently released its second-quarter 2021 results, with revenues and earnings beating the.

Is Charles Schwab Stock Undervalued?

News for Charles Schwab Stock (SCHW)