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

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Increasingly, the companies that we cover on Wall Street are starting to agree that while the future is still bright for the U.S. economy, it may one of stock market gains that are much lower than the norm has been over the past 10 years.

Jefferies Top Growth Stock Picks Have Huge Upside and Earnings Potential

When Charles Schwab (SCHW) announced that it was going commission-free last month, it was the inevitable next step in a years-long trend in the “race to zero”.

Schwab: Selloff Way Overdone

Just days after eliminating commissions on, well, just about everything, Charles Schwab (NYSE: SCHW) made the first additions to its lineup of exchange traded funds with the debuts of three fixed income products.

3 New Cheap Bond ETFs From Charles Schwab

Schwab's (SCHW) interest revenues in the third quarter are likely to have been adversely impacted by the recent decline in rates.

Will Lower Interest Rates Hurt Schwab (SCHW) in Q3 Earnings?

ETRADE

AMTD International Inc

Charles Schwab, TD Ameritrade, and E-Trade saw their shares fall 10%, 25%, and 16%, respectively, after Schwab eliminated trading commissions last week – a move that was replicated by its peers within days. Notably, trading commissions are not the main revenue source for brokerages.

Changing Business Environment Likely To Be A Boon For Schwab, Ameritrade & E-Trade

Interactive Brokers

Moody's downgrades the outlook for E*TRADE Financial (ETFC) and Charles Schwab (SCHW), following fee cut announcement. The outlook for TD Ameritrade (AMTD) remains stable.

Moody's Lowers E*TRADE, Schwab Outlook; Affirms TD Ameritrade

Charles Schwab, who revolutionized the brokerage business for average investors, spoke with CNBC about a new era of zero-commission trades and other topics.

Charles Schwab on what he's learned in his career spanning six decades: 'Panic is not a strategy'

Last week, several online brokers like Charles Schwab (NYSE: SCHW) and TD Ameritrade (NASDAQ: AMTD) made waves by eliminating commissions on options, individual stocks and exchange traded funds.

With So Many ETFs Now Free To Trade, Liquidity And Trading Costs Still Need To Be Evaluated

Brokerages will cumulatively lose billions of dollars in revenue.

Billions Lost: Here’s How Much E-Trade, Schwab and TD Ameritrade Are Losing From Slashing Trading Fees

ETF Trends CEO Tom Lydon spoke about the recent Charles Schwab (SCHW) announcement to reduce commissions to $0 on CNBC’s ETF Edge with Bob Pisani on Monday, alongside GTS Principal Reginald Browne and Bitwise Investments’ Matt Hougan.

Tom Lydon Talks Decisive Schwab Move In Race To Zero

Free-trading across the board is great news for retail investors like us (unless you own one of these brokerage stocks).

The Death Of A Stockbroker

There is no such thing as a "discount broker" anymore. In the span of just a few days last week, nearly every major online brokerage company eliminated commissions. It's now essentially free to trade.

Online stock trading is free now. What that means for E-Trade and Charles Schwab

“I would never buy a company like that that has huge losses and no sight ahead of you [about] how you are going to make money,” Schwab says.

Charles Schwab says he would never buy the money-losing companies going public these days

Watch CNBC's Bob Pisani interview Charles Schwab on "The Halftime Report."

Watch: Charles Schwab on the brokerage fee wars and the future of investing

Mark Sebastian of Option Pit spoke on Bloomberg Markets about a bullish options trade in Charles Schwab (NYSE: SCHW).

Mark Sebastian's Charles Schwab Options Trade

2020 EPS and revenue growth is now expected to be -4% and -1%, respectively.

Charles Schwab Brings The Hammer: 2020 Growth Now Expected To Be Negative, But The Stock Is Undervalued

Bear Of The Day: Charles Schwab (SCHW)

One of the biggest stories on Wall Street recently was the wave of online brokers that eliminated commissions on all stock and ETF trades.

How And Why Are Online Brokers Offering Commission-Free Trades?

The latest shot in cutting costs leaves no room for a response -- or does it?

Are the Broker Wars Finally Over?

Online broker stocks have been hammered this week after the latest wave of online commission cuts have sent trading fees to $0.

Short Sellers Are Up $170M On Online Broker Stocks In 2019

The recent wave of commission cuts among online brokers has generated even more fallout on Thursday, with another analyst downgrading the group.

Wells Fargo Downgrades Online Brokers, Says Finding Bull Case 'Has Become Very Difficult'

Online brokerage firms' price war, which has led to zero commission trades, is likely to hurt revenue growth in the near term.

Online Brokers' Price War Likely to Affect Revenue Growth

Wells Fargo analyst Christopher Harris slashed his ratings and price targets on certain discount e-brokers on Thursday, saying it has become "very difficult" to identify a bull case for the group after the brokers cut some commissions to zero.

Wells Fargo downgrades e-brokers, swinging to bearish from bullish on TD Ameritrade

There might be no such thing as a free stock trade.

The downside to Charles Schwab and TD Ameritrade eliminating trading fees (yes, really)

Tesla

In a day that was generally bad for stock investors, owners of a certain electric vehicle company and a pair of brokerages got particularly burned by the market.

News for Charles Schwab Stock (SCHW)