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

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Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

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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

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.

Charles Schwab to Acquire TD Ameritrade in Blockbuster $25 Billion Deal

Charles Schwab is trying to buy TD Ameritrade to afford the tech improvements needed to compete with cloud-based players like Robinhood. 
The post What the Fintech Merger Mania Means for Charles Schwab Stock appeared first on InvestorPlace.

What the Fintech Merger Mania Means for Charles Schwab Stock

Charles Schwab (SCHW) saw a big move last session, as its shares jumped more than 7% on the day, amid huge volumes.

Charles Schwab (SCHW) Catches Eye: Stock Jumps 7.3%

Schwab's (SCHW) potential merger deal with TD Ameritrade is likely to be a game-changing development in the online brokerage space.

What Schwab's TD Ameritrade Buyout Plan Means to Peers

Schwab is reportedly trying to buy TD Ameritade in a deal that would create a brokerage behemoth with approximately $5 trillion in assets.

Why investors need to be smarter than ever about their money if a Schwab-Ameritrade merger happens

In a huge move that benefits investors, Charles Schwab is buying TD Ameritrade for $26 billion. It keeps getting better for the investment community with more industry consolidation.

TD Ameritrade, Charles Schwab Soar on Merger News

Charles Schwab's decision to give investors no commission online trades could work out well for the firm and land it the deal of a lifetime.

Schwab's zero fee trading kicked off a price war and could pay off with the deal of a lifetime

A possible purchase by brokerage giant Charles Schwab Corp.  of rival TD Ameritrade  reflects a more relaxed mood under Trump administration regulators, which has helped unleash other big-ticket takeovers in the financial sector, analysts said.

Schwab-TD Ameritrade deal shows Trump rule-easing boon for financial M&A

Charles Schwab and TD Ameritrade are in the spotlight for a potential merger, and their shares are soaring.

Schwab and Ameritrade in the spotlight: Are broker stocks worth buying?

The rumored $26 billion merger deal could create a titan in wealth management while delivering cost and revenue synergies. TD Ameritrade stock surged.

A TD Ameritrade-Charles Schwab Merger Would Form $5 Trillion Goliath

U.S. discount broker Charles Schwab Corp.  is in talks to buy rival TD Ameritrade  in a $26 billion deal that would create an online brokerage behemoth, according to media reports.

Explainer: How would a Schwab-TD Ameritrade deal affect retail investors?

The custody arena for registered investment advisors is about to get a lot smaller if Charles Schwab acquires TD Ameritrade. Here's what that might mean for services for financial advisors and their clients.

What financial advisors, investors could expect from a Charles Schwab-TD Ameritrade merger

If the investing world thought zero-commission trading was the greatest thing since sliced bread for their online and discount brokerage accounts, now there is a serious merger to contemplate in the sector that could create a serious powerhouse with even more capabilities for investors.

Proposed Schwab and TD Ameritrade Merger Offers Compelling Value and Strategy for Investors

TD Ameritrade Holding Corp. (NASDAQ: AMTD) shares jumped 24% on Thursday and Charles Schwab Corporation (NYSE: SCHW) shares gained 11% on reports that a merger between the two online brokers could be imminent.

Wall Street Analysts Love Schwab's Pursuit Of TD Ameritrade

No dollar amount has been reported as of yet, although assets under management from such a merger would create roughly $5 TRILLION in assets under management.

Schwab (SCHW) to Buy Ameritrade (AMTD)? Both Shares Higher

Charles Schwab is rumored to buy TDA for $26 billion as the online brokerage industry consolidates in the era of zero commissions for trades.

Charles Schwab is rumored to buy TDA for $26 billion

The monster deal could see the two biggest brokerages combine.

Charles Schwab In Talks To Buy TD Ameritrade, Create Brokerage Giant: Report

If the two firms do merge, they would have a combined $5 trillion in assets.
Brokerage firm Charles Schwab is in talks to buy rival TD Ameritrade, reports CNBC.

Report: Charles Schwab in talks to buy TD Ameritrade

Charles Schwab (NYSE: SCHW) is looking to acquire TD Ameritrade (NASDAQ: AMTD) for $26 billion, Fox Business first reported.

Reports: Charles Schwab Looking To Acquire TD Ameritrade For $26B

Two of the leaders of the online brokerage industry may be merging. Charles Schwab is said to be in talks to buy TD Ameritrade in a deal worth $26 billion according to multiple reports.

Charles Schwab is reportedly in talks to buy TD Ameritrade

Charles Schwab is in talks to buy TD Ameritrade — a blockbuster brokerage deal that could be announced as early as Thursday, reports said. Schwab, headquartered in San Francisco,  will shell out a staggering $26 billion for Nebraska-based Ameritrade, according to Fox Business News.

Charles Schwab eyes purchase of TD Ameritrade: reports

Charles Schwab Corp , the largest U.S. discount brokerage, is in talks to buy smaller rival TD Ameritrade  and a deal could be announced as early as Thursday, CNBC reported, citing a source familiar with the matter.

Charles Schwab in talks to buy smaller rival TD Ameritrade: CNBC

Schwab In Great Position To Return More Capital To Shareholders

News for Charles Schwab Stock (SCHW)