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

AMTD International Inc

eBay

Tiffany & Co.

Companies across the board have tied up, and some of them will cause more reverberations than others.

Mergerpalooza and Its Ramifications

According to the 2018 FDIC SchwabBank Resolution Plan, as of 12-31-17, it has $169.7 billion in deposits. The following breakdown the deposits and income ($millions) Deposits swept from brokerage accounts $148,212 Investor Checking $13,388 Investor Savings/other $7,264 Non-interest-bearing deposits $792 Total bank deposits $169,656 Current 1-month Fed Funds 158bp Current Schwab credit rate (11-25-19) 18bp […]
The post It’s Not Shocking to See Schwab Buying TD Ameritrade appeared first on IRIS.

It’s Not Shocking to See Schwab Buying TD Ameritrade

PayPal

StoneCo

Two major brokerage firms are combining into one, and one of our favorite fintechs makes its largest acquisition yet.

2 Big Acquisitions in the Financial Industry

Regarding the move out of California, Schwab chairman and founder Charles Schwab noted California’s high taxes factored in the decision while observing, “…the costs of doing business here are so much higher than some other place.”

Businesses (And Workers) Are Thankful For Texas as Charles Schwab Calls It Quits on California

Charles Schwab's $26 billion deal to buy TD Ameritrade could create a newfound challenger to major U.S. banks, says Dave Nadig, managing director of ETF.com.

Charles Schwab-TD Ameritrade deal could create a 'default banking provider,' says ETF pro

Schwab's (SCHW) deal to buy TD Ameritrade (AMTD) is likely to be accretive to earnings and lead to cost synergies. It is expected to pave way for more consolidations in the online brokerage space.

Schwab's Buyout of TD Ameritrade to Shake Up Online Brokerage

The deal might be a defensive play, but could also see shareholders from both companies benefit.

Here’s What The Charles Schwab And TD Ameritrade Merger Will Mean For Shareholders

In making an all-stock deal for TD Ameritrade, Charles Schwab just broke one of Berkshire Hathaway chairman and CEO Warren Buffett's biggest rules about acquisitions: Never give your own shares away.

Charles Schwab just broke one of Warren Buffett's biggest rules about acquisitions

Charles Schwab and TD Ameritrade confirmed $26 billion merger, which would make them a fiercer rival to Fidelity Investments. 
The post This Antitrust Risk Sticks Out In Charles Schwab-TD Ameritrade Deal appeared first on Investor's Business Daily.

This Antitrust Risk Sticks Out In Charles Schwab-TD Ameritrade Deal

Confirming reports from last week, Charles Schwab Corp. (NYSE: SCHW) and TD Ameritrade Holding Corp.

Schwab, TD Ameritrade OK $26 Billion Merger

LVMH Moet Hennessy Louis Vuitton

Medicines

Novartis

While Tiffany's agrees to terms with French luxury brand LVMH, Schwab buys Ameritrade, Novartis takes Medicines Co. and more.

Biggest Merger Monday in Awhile: TIF, AMTD, MDCO & More

TD Ameritrade has historically catered to small registered investment advisory firms, so Schwab's acquisition of TD has some advisors spooked.

Here's what advisors can anticipate amid the $26 billion Charles Schwab-TD Ameritrade tie-up

Charles Schwab announced plans Monday to buy its rival TD Ameritrade for about $26 billion in a deal that will create a colossal discount brokerage. The combined company will boast 24 million brokerage accounts with more than $5 trillion in client assets after the all-stock acquisition closes in the second half of next year, the.

Charles Schwab to buy rival TD Ameritrade in $26B stock deal

Charles Schwab Corp  agreed on Monday to buy TD Ameritrade Holding Corp  in an all-stock deal valued at $26 billion, creating a brokerage giant in a market that has been ravaged by price wars.

Charles Schwab to buy TD Ameritrade in $26-billion blockbuster brokerage deal

The all-stock deal, worth $26 billion, creates an online giant in the retail brokerage industry that has been gripped by a price war.

Charles Schwab Acquires TD Ameritrade in $26 Billion All-Stocks Deal

Charles Schwab is acquiring TD Ameritrade for $26 billion. The move was expected given that the U.S.

What Would The Combined Charles Schwab-TD Ameritrade Look Like?

Charles Schwab (NYSE: SCHW) will acquire TD Ameritrade (NASDAQ: AMTD) for $26 billion, the companies confirmed on Monday.

Schwab, TD Ameritrade Confirm $26B All-Stock Merger

Charles Schwab is buying TD Ameritrade for $26 billion as the online brokerage industry consolidates in the era of zero commissions for trades.

Charles Schwab to buy TDA for $26 billion

Happy Monday. A version of this story first appeared in CNN Business' Before the Bell newsletter. Not a subscriber? You can sign up right here.

Merger Monday: Three major deals and one that could turn hostile

Two of the leaders of the online brokerage industry are merging. Charles Schwab agreed to buy TD Ameritrade for $26 billion, the companies announced Monday.

Charles Schwab agrees to buy TD Ameritrade for $26 billion

Charles Schwab Corp  said on Monday it would acquire TD Ameritrade Holding Corp  in an all-stock deal valued at $26 billion, combining the two largest U.S. discount brokerages.

Charles Schwab to buy TD Ameritrade, in a $26 billion all-stock deal

The Charles Schwab Corp. SCHW, +0.35% will acquire rival discount broker TD Ameritrade Holding Corp.

Charles Schwab to acquire TD Ameritrade in $26 billion all-stock deal

A deal between Schwab and TD Ameritrade would create a behemoth with $5 trillion in combined assets.

Charles Schwab to buy TD Ameritrade in a $26 billion all-stock deal

Just weeks after Charles Schwab turned the industry upside down by cutting online stock trading commissions to zero, word broke Thursday that it is in discussions to acquire rival TD Ameritrade for $26 billion. If the deal to merge the country’s two largest discount brokerages goes through, the resulting behemoth will essentially dominate the “free”.

Charles Schwab-TD Ameritrade deal would show fallacy of ‘free’ trade

The discount brokerage giants are reportedly in merger talks.

News for Charles Schwab Stock (SCHW)