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

Macquarie Tax-Free USA Short Term ETF

WESTLAKE, Texas--(BUSINESS WIRE)--The Schwab Trading Activity Index™ (STAX) increased to 49.05 in May, up slightly from its score of 48.87 in April. The only index of its kind, the STAX is a proprietary, behavior-based index that analyzes retail investor stock positions and trading activity from Schwab's millions of client accounts to illuminate what investors were actually doing and how they were positioned in the markets each month. The reading for the five-week period ending May 31, 2024, ra.

Schwab Trading Activity Index™: Score Moves Fractionally Higher in May, Remaining at Moderate-Low Levels

Goldman Sachs

Interactive Brokers

Goldman Sachs stands to benefit from improving demand for initial public offerings. Interactive Brokers is growing its customer base at an impressive pace.

3 Capital Markets Stocks to Buy Hand Over Fist in June

WESTLAKE, Texas--(BUSINESS WIRE)--Charles Schwab was recognized among the 50 most community-minded companies in the country by Points of Light, the world's largest nonprofit dedicated to accelerating people-powered change. For more than a decade, The Civic 50 has served as the national standard for corporate citizenship and showcases how leading companies are moving social impact and community to the core of their business. The Civic 50 honorees are companies with annual U.S. revenues of at lea.

Charles Schwab Named One of the 50 Most Community-Minded Companies in the U.S. for Eighth Consecutive Year

WESTLAKE, Texas--(BUSINESS WIRE)--For the sixth year in a row, Charles Schwab Bank has received the highest ranking in customer satisfaction among checking providers in the J.D. Power 2024 U.S. Direct Banking Satisfaction Study. The bank also achieved the highest scores across the most dimensions driving overall customer satisfaction from level of trust to reducing banking fees. Specific dimensions of customer satisfaction where Charles Schwab Bank was #1 are: Level of trust with bank keeping c.

Charles Schwab Bank Ranks #1 in Customer Satisfaction Among Checking Providers in J.D. Power 2024 U.S. Direct Banking Satisfaction Study℠ for Sixth Year in a Row

WESTLAKE, Texas--(BUSINESS WIRE)--CS Challenge 2024 Winner.

Charles Schwab Congratulates Davis Riley as Champion of the 2024 Charles Schwab Challenge

UBS analyst Brennan Hawken on Thursday raised his price target for Charles Schwab Corp. on the financial service firm's growth prospects and untapped cost savings from its acquisition of TD Ameritrade.

Schwab's stock looks to thrive from wealth management growth, analyst says

Schwab (SCHW) provides disappointing Q2 adjusted earnings and NIM guidance. This turns investors bearish on the stock, which dips 4.6%.

Schwab (SCHW) Slides on Disappointing Q2 Earnings & NIM View

WESTLAKE, Texas--(BUSINESS WIRE)--Sentiment among traders dipped in the second quarter of 2024 but remained higher than 2022 and 2023 levels according to the latest Charles Schwab Trader Sentiment Survey, a quarterly study that explores the outlooks, expectations, and perspectives of traders at Charles Schwab. Of those polled, 46% reported a bullish outlook on the U.S. stock market, down from 53% in the first quarter. Bearish sentiment varied by age, but compared to last quarter, increased sign.

Schwab Survey: Bullish Sentiment Declines Among Retail Traders in Q2 as Inflation Concerns Rise

JPMorgan Chase & Co

Are there any safe stocks out there? Investors need to align their portfolios with fundamental factors more than ever as rotating industries pose a new set of risks (and rewards).

3 Financial Stocks Outperforming as The Fed Dumps Bonds

Charles Schwab Corp.'s longtime chief financial officer said Thursday he plans to retire as part of a trio of senior departures after wrapping up a four-year integration of TD Ameritrade.

Charles Schwab names ex-Citi exec as next CFO after exit of three top managers

WESTLAKE, Texas--(BUSINESS WIRE)--The Charles Schwab Corporation announced several executive transitions as part of the firm's long-term succession planning strategy.

Schwab Announces Executive Transitions

Schwab's (SCHW) core net new assets of $1 billion for April 2024 decline 98% from the previous month but increase 143% from the prior-year month.

Schwab (SCHW) Reports Sequential Fall in April Net New Assets

Charles Schwab Corp. transitioned the last group of TD Ameritrade customers — 1.8 million clients and about $350 billion in assets — to its platform this week, and many customers have voiced their displeasure with the move.

Charles Schwab website ‘is a mess': Hundreds of TD Ameritrade users complain about their new online home.

Charles Schwab Corp. SCHW, -1.85% said Tuesday said clients drew down their accounts in April from the previous month as they pulled out money for taxes. Transactional sweep cash fell by 3% to end April 2024 at $387.7 billion, due to “client tax disbursements and seasonal advisory fee payments.

Charles Schwab total client assets dip 3% from previous month to $8.85 trillion during tax season

Citigroup

Citigroup is undergoing a restructuring and trades at a deep discount to book value. Goldman Sachs stands to benefit from a rebound in initial public offerings and debt underwriting.

3 Bank Stocks to Buy Hand Over Fist in May

WESTLAKE, Texas--(BUSINESS WIRE)--The Schwab Trading Activity Index™ (STAX) decreased to 48.87 in April, down from its score of 51.65 in March. The only index of its kind, the STAX is a proprietary, behavior-based index that analyzes retail investor stock positions and trading activity from Schwab's millions of client accounts to illuminate what investors were actually doing and how they were positioned in the markets each month. The reading for the four-week period ending April 26, 2024, ranks.

Schwab Trading Activity Index™: Score Declines to Moderate-Low Levels in April Amid Market Volatility

Zacks.com users have recently been watching Charles Schwab (SCHW) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Is Trending Stock The Charles Schwab Corporation (SCHW) a Buy Now?

WESTLAKE, Texas--(BUSINESS WIRE)--2024 Charles Schwab Champion's Prize Announced as 1975 Schwab Stingray.

2024 Charles Schwab Challenge Champion's Prize Revealed as a 1975 Schwab Stingray

Charles Schwab has historically relied on low-cost deposits to fund its business. From August 2022 through April 2023, the financial services company saw deposits decline by nearly $50 billion.

Has Charles Schwab Solved Its Deposit Outflow Problems?

There aren't many constants on Wall Street, but one is bank stocks paving the way for the new cycle of quarterly reports. They always offer investors a sneak peek of what to expect each earnings season. One of the first to enter the ring is usually Charles Schwab (SCWH), which took a haircut back in January on the back of a disappointing fourth quarter whiff. This time around, the banking giant's first-quarter earnings and revenue outpaced estimates, despite both figures declining sharply year-over-year.

Bank Stock Buy Signal Rarely Wrong

Retail financial services giant The Charles Schwab Co. NYSE: SCHW reported its first-quarter 2024 earnings in the wake of the market sell-off. Despite initially gapping down on the results, shares managed to stage a rally back up towards 52-week highs at $73.88.

Charles Schwab Fortifies its Uptrend on EPS Beat

Apple

Amazon

Bank of America

Bank of Montreal

First Horizon National

Alphabet

Morgan Stanley

Oaktree Specialty Lending

Invesco QQQ

Royal Bank of Canada

Toronto-Dominion Bank

Taiwan Semiconductor Manufacturing

Big tech earnings are approaching, but I'm not betting on them. Big tech stocks have gotten too expensive. I have sold most of my U.S. tech stocks and reinvested the proceeds into high-income investments.

Forget Big Tech Earnings, Buy Income Instead

WESTLAKE, Texas--(BUSINESS WIRE)--Building on its decades-long commitment to community service, 8,000 Charles Schwab employees will roll up their sleeves to take part in Schwab Volunteer Week. Schwab dedicated two full weeks to employee volunteerism April 22-May 3, offering nearly 700 projects that will benefit more than 350 nonprofits across the United States. The annual tradition helps create meaningful connections and a sense of unity between Schwabbies and the communities where they live an.

Thousands of Charles Schwab Employees Unite in Service to Communities Across the Country for Annual Schwab Volunteer Week

The Charles Schwab Corporation (NYSE:SCHW ) Spring Business Update Conference Call April 15, 2024 9:00 AM ET Company Participants Jeff Edwards - Head of Investor Relations Walt Bettinger - Co-Chairman and CEO Rick Wurster - President Peter Crawford - CFO Conference Call Participants Ken Worthington - JPMorgan Steven Chubak - Wolfe Research Alex Blostein - Goldman Sachs Brennan Hawken - UBS Devin Ryan - Citizens JMP Brian Bedell - Deutsche Bank Bill Katz - TD Cowen Kyle Voigt - KBW Jeff Edwards Good morning, everyone, and welcome to the Schwab 2024 Spring Business Update. This is Jeff Edwards, Head of Investor Relations and I'm joined today by our Co-Chairman and CEO, Walt Bettinger; President, Rick Wurster; and CFO, Peter Crawford.

The Charles Schwab Corporation (SCHW) Spring Business Update Call (Transcript)

Schwab's quarter was a slight beat, with revenue down year over year. Management is upbeat about the quarters to come thanks to strong growth in retail accounts.

Why Charles Schwab Stock Is Up Today

News for Charles Schwab Stock (SCHW)