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

Bank of America

Cabot Oil & Gas

CyrusOne

Expedia

Davis Selected Advisors recently disclosed its portfolio updates for the third quarter of 2019.

Chris Davis’ 3rd-Quarter Buys

AMTD International Inc

ETRADE

Interactive Brokers

Online brokers record a rise in new account opening in October. While this means that their strategy to attract more investors is working, it's wait and watch as to how they gain financially.

Will Rise in New Accounts Aid Online Brokers Earn More Fees?

Charles Chuck Schwab on the origins of the discount brokerage and the move to cut trading commissions to zero.

Charles 'Chuck' Schwab on Zero Commissions and his early days

Charles Schwab's (SCHW) client assets in October 2019 increase year over year as well as from the prior month.

Charles Schwab (SCHW) Records Increase in October Metrics

Bloom Energy

HD Supply Hlds

Kraft Heinz

Marriott Vacations Worldwide

First Eagle Investment (Trades, Portfolio), a New York-based firm that seeks long-term capital appreciation through a value-oriented approach, disclosed this week that it established five new holdings during the third quarter: Charles Schwab Corp.

First Eagle Buys 5 Companies in 3rd Quarter

Charles Schwab added 142,000 new brokerage accounts in October, a 7% jump from October of last year and up 31% since September.

The move to free stock trading led to a big jump in new accounts for Charles Schwab

The Golden Age Of Investing

In September, Schwab laid off 600 of its employees in San Francisco, which is about 3% of its total workforce.

Schwab CEO blames the Fed's rate cuts for layoffs

Get Paid To Learn Something New About Investing Every Day

Shares of Charles Schwab Corp. SCHW, +3.45% slumped 1.7% in premarket trading Tuesday, after the discount broker was downgraded by Raymond James analyst Patrick O'Shaughnessy, citing concerns over valuation and a lack of confidence in the advisory outlook.

Charles Schwab stock sinks after Raymond James downgrade

Trefis takes a closer look at the trends in net interest margin and the federal funds rate over recent quarters in the interactive dashboard Schwab’s Earnings: Performance and 2019 outlook.

Why We Reduced Our Price Estimate For Schwab’s Stock To $41

Client assets have grown prodigiously during CEO Bettinger’s tenure to $3.8 trillion.

Schwab Has Flourished With CEO Walt Bettinger

Charles Schwab allowing clients to buy fractions of stocks is a "very bullish" move for investors and money managers, says Dave Nadig, managing director of ETF.com.

Schwab's move to fractional investing sets a 'new standard' for the industry, expert says

In it’s latest efforts to attract a younger group of investors, online broker Charles Schwab will soon allow its clients to trade fractions of stocks, the founder and chairman told the Wall Street Journal in an interview. This is the latest offering by the brokerage firm, which recently slashed its commissions on trades from $4.95 to zero.

Charles Schwab to Allow Clients to Trade Fractions of Stocks

The broker wars continue, as big firms scramble to attract the next generation of young investors.

Charles Schwab Will Be The First Major Broker To Let People Buy Fractions of Stocks

Charles Schwab will soon let its clients trade fractions of stocks, the founder and chairman told the Wall Street Journal in an interview.

The latest in the brokerage wars: Charles Schwab will allow people to buy fractions of stocks

DuPont de Nemours

General Motors

Lloyds Banking Group

Prudential

Although gurus hold positions in the following companies, their share prices and returns have suffered recent declines.

6 Guru Stocks Underperforming The Market

JPMorgan Chase & Co

Three big stock charts for Wednesday include two post-earnings movers - and FB stock, who could show the way for large-cap tech.
The post 3 Big Stock Charts for Wednesday: Facebook, Charles Schwab, and JPMorgan Chase appeared first on InvestorPlace.

3 Big Stock Charts for Wednesday: Facebook, Charles Schwab, and JPMorgan Chase

If you are still paying any commission to trade stocks online then you're paying too much. The discount brokerage business, in the span of about a week, has reinvented itself with a business model of zero commissions.

Charles Schwab talks about the zero-commission brokerage wars

Amid lower interest rates, Schwab's (SCHW) Q3 earnings reflect rise in client assets and higher asset management fees.

Schwab (SCHW) Q3 Earnings & Revenues Beat, Expenses Rise

Brokerage firm Charles Schwab said its client assets reached a record high of $3.77 trillion on Tuesday, in its first earnings report since dropping commission fees.

Charles Schwab stock rebounds after reporting record client assets amid shift to zero commissions

Charles Schwab (NYSE: SCHW) reported third-quarter earnings of 70 cents per share, which beat the analyst consensus estimate of 65 cents by 7.69%.

Charles Schwab Trades Higher On Q3 Earnings Beat

Charles Schwab earnings topped third-quarter estimates before the open Tuesday, as Interactive Brokers gears to report after the stock market close.

Charles Schwab Earnings Beat Amid Fee War; Interactive Brokers Due

Shares of Charles Schwab Corp. SCHW, +1.18% surged 3% in premarket trading Tuesday, after the discount broker reported third-quarter earnings that beat expectations, amid a record increase in net new assets as the equity markets have shown "noteworthy durability.

Charles Schwab's stock surges after profit, revenue rise above expectations

Charles Schwab Corporation (NYSE: SCHW) shares traded higher on Monday but remain down 10% in the past two weeks after Schwab and most of its discount broker peers completely eliminated trading fees on stock and ETF trades.

Option Traders Betting Big On Schwab Ahead Of Earnings

News for Charles Schwab Stock (SCHW)