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

AllianceBernstein Hld

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Northwest Bancshares

Bank OZK

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Investors are clearly betting that the U.S. economy will avoid a recession in 2024.

Top Stock ETFs Sizzled In December. Can The Bull Keep Raging?

The Charles Schwab Corporation (SCHW) closed at $68.80 in the latest trading session, marking a -1.08% move from the prior day.

Why The Charles Schwab Corporation (SCHW) Dipped More Than Broader Market Today

Charles Schwab is a top-tier investment services firm with exceptional brand awareness and a trusted reputation. The company recently completed a merger with TD Ameritrade, expanding its offerings and platform and arguably is better positioned than ever before. Schwab's stock has rallied 29% in the past six months yet is still down 15% year-to-date.

Charles Schwab: Is It Too Late To Buy?

The latest trading day saw The Charles Schwab Corporation (SCHW) settling at $69.74, representing a +0.62% change from its previous close.

The Charles Schwab Corporation (SCHW) Laps the Stock Market: Here's Why

Schwab (SCHW) witnesses a robust improvement in net new assets balance on a sequential basis in November 2023.

Schwab (SCHW) Gains 7% as Net New Assets Rise Sequentially

The Charles Schwab Corporation (SCHW) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

The Charles Schwab Corporation (SCHW) Soars 7.0%: Is Further Upside Left in the Stock?

Charles Schwab announced its total client assets grew 7% sequentially and 12% year over year last month. The shift marks a return to sequential growth in client assets for the first time since July.

Why Charles Schwab Stock Popped Today

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On the heels of the Federal Reserve's dovish commentary , shares of financial firms SoFi Technologies Inc (NASDAQ:SOFI) and Charles Schwab Corporation (NYSE:SCHW) are making outsized moves.

3 Outperforming Stocks Popular with Options Traders

Charles Schwab Corp.'s stock SCHW, +2.68% rose by 2.4% in premarket trading on Thursday after the financial firm said total client assets rose 12% in November from October to $8.18 trillion, also up 7% from the previous month. Schwab expects its full-year 2023 revenue to fall by about 9.5% to 10% from full-year 2022 due to lower transactional cash levels, softer client trading volumes and subdued securities lending activity.

Schwab's stock rises as November client assets rise 12% from year-ago period

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Investors should consider tax-loss selling before December ends to offset capital gains. Two characteristics to consider for selling stocks are stocks bought at a higher price and broken companies with weak long-term prospects. Stock grades, sentiment, and fundamentals assessed.

8 Tax-Loss Sell Alerts For December

The Charles Schwab Corporation (SCHW) closed the most recent trading day at $64.02, moving -0.08% from the previous trading session.

The Charles Schwab Corporation (SCHW) Stock Sinks As Market Gains: Here's Why

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This year saw the most significant bank failures since the Great Recession of 2008 to 2009. High interest rates weighed on banks that relied heavily on no or low-cost deposit bases.

Let's Look Back on 3 Bank Trends That Emerged in 2023

In the most recent quarter Charles Schwab saw revenue decline by double digits due to higher interest expenses. This company has been and will continue to be impacted by market forces and changing macro factors.

3 Things You Need to Know If You Buy Charles Schwab Today

The Charles Schwab Corporation (SCHW) concluded the recent trading session at $62.64, signifying a -0.82% move from its prior day's close.

The Charles Schwab Corporation (SCHW) Declines More Than Market: Some Information for Investors

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The SPDR S&P 500 ETF was up 9.13% in November, Vanguard's Dividend Appreciation ETF was up 7.47%, my watchlist beat both with a return of 10.24%. The top 15 dividend growth stocks for December offer an average dividend yield of 1.99% and appear to be about 34% undervalued based on dividend yield theory. Since inception, September 2020, the watchlist is rocking a cool 11.76% annualized return, beating VIG by 2.36% and SPY by 1.52%.

My Top 15 High Growth Dividend Stocks For December 2023

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The wealth effect of a rising stock market should rekindle discretionary consumer spending. That's great news for EPR Properties.

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The market continues to rip higher in November, with the S&P 500 up 9% since Halloween. However, not all stocks are participating in the rally.

3 Battered Blue-Chip Stocks to Sell in December

Charles Schwab's revenues have increased significantly over the last decade, with a 266% increase, and its EPS has increased by 285%. The company is a reliable dividend payer and offers a 1.8% yield, with the potential for high-single digit dividend growth. The successful integration of TD Ameritrade presents a significant growth opportunity for Charles Schwab, along with growing demand for wealth management services and the Workplace business.

Charles Schwab Is A Buy At This Price

The Charles Schwab Corporation (SCHW) reachead $56.43 at the closing of the latest trading day, reflecting a +0.89% change compared to its last close.

The Charles Schwab Corporation (SCHW) Surpasses Market Returns: Some Facts Worth Knowing

Charles Schwab Corporation's Q3 2023 earnings reflect financial challenges, but the company remains resilient and adaptable in a volatile economic and political environment. Despite a decrease in net income, Schwab's long-term trend remains positive. Technical analysis suggests that Schwab's stock price is consolidating at critical levels, indicating a possible base formation and potential for future growth.

Charles Schwab: Expecting A Bottom At The Technical Support Level

Charles Schwab has done a great job growing its customers and integrating its TD Ameritrade merger. The company made some mistakes with low-interest-rate loans it purchased and is facing a headwind from higher interest rates.

Off 42% From Highs, What's Wrong With Charles Schwab Stock?

WESTLAKE, Texas--(BUSINESS WIRE)--Sentiment among traders has turned bearish, but is still more bullish than it was this time last year, according to the latest Charles Schwab Trader Sentiment Survey, a quarterly study that explores the outlooks, expectations, and perspectives of traders at Charles Schwab and TD Ameritrade. The survey found 32% of traders are bullish on the U.S. stock market and 53% are bearish, compared to 44% who said they were bullish and 35% who said they were bearish in Q3.

Schwab Survey: Trader Sentiment Turns Bearish for the Fourth Quarter, but Remains More Bullish Compared to a Year Ago

Given the TDA client attrition, Schwab (SCHW) witnesses a decline in core net new assets balance in October.

Schwab's (SCHW) Net New Assets Fall Amid TDA Client Attrition

The Charles Schwab Corporation (SCHW) reported earnings 30 days ago. What's next for the stock?

The Charles Schwab Corporation (SCHW) Up 2.1% Since Last Earnings Report: Can It Continue?

The unrealized paper losses in a key part of its large bond portfolio widened in the third quarter to $19.4 billion.

Schwab's Unrealized Bond Losses Widened to $19.4B

News for Charles Schwab Stock (SCHW)