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

BlackBerry

General Motors

Oracle

Pfizer

Rite Aid

Texas Instruments

Many once great stocks have lost their shine. Blue-chip companies that for years were reliable winners in the market have fallen on hard times and their share prices have steadily eroded.

7 Blue-Chip Stocks to Sell and Never Buy Back

Salesforce

NVIDIA

Bristol-Myers

Crown Castle International

Citizens Financial Group

Comerica

Eversource Energy

KeyCorp

Moderna

J. M. Smucker

Truist Financial

Tapestry

Walgreens

Stocks' yearly performance rankings are a field day for contrarians: One year's worst often are the subsequent year's best, and vice versa.

Why this Dow stock went from worst in 2022 to first in 2023 — and 13 turnaround candidates for 2024

Advanced Micro Devices

UiPath

AI, artificial intelligence, is taking the economy by storm because of the opportunity it provides. Among the benefits are improved efficiency, fraud detection, and robotic automation that add up to cost-saving, margin, and profits.

Investing in AI? How about AI for investing

The largest publicly traded U.S. brokerage is among the worst-performing stocks in the S&P 500 this year.

Charles Schwab's Rocky Year in Five Charts

Apple

Automatic Data Processing

Applied Materials

Amphenol

Blackrock Inc

Costco

Cintas Corp

Graco

Home Depot

Intuit

Jack Henry & Associates

Lowe's

Mastercard

Monolithic Power Systems

Microsoft

Northrop Grumman

Roper Technologies

Sherwin-Williams

Tractor Supply

Vanguard Dividend Appreciation ETF

There are 20 stocks on my dividend growth watchlist for October 2023. The majority of the stocks on my watchlist are undervalued based on dividend yield theory. An equally weighted portfolio of these stocks would have outperformed the Vanguard Dividend Appreciation ETF by more 4% year-to-date.

Dividend Growth Stock Watchlist - November 2023

Cigna

Domino's Pizza

Microchip Technology

MSCI

Rollins

Sirius XM Holdings Inc

SS&C Technologies Hlds

Skyworks Solutions

W. R. Berkley

Zoetis

The SPDR S&P 500 ETF posted its third consecutive losing month in October, the first time this has happened since I started tracking this series in September 2020. The top 15 dividend growth stocks for November offer an average dividend yield of 1.90% and appear to be about 40% undervalued based on dividend yield theory. Since inception, September 2020, the watchlist is outperforming VIG by 1.49% and SPY by 1.18%, on an annualized basis.

My Top 15 High Growth Dividend Stocks For November 2023

Brokerage and wealth management advisory service provider Charles Schwab (NYSE: SCHW ) certainly hasn't been a darling of the financial market this year. Now, a recent declaration of Charles Schwab layoffs may make some investors more anxious about the company — and even about the nation's economy.

Charles Schwab Layoffs 2023: What to Know About the Latest SCHW Job Cuts

"These were hard but necessary steps to ensure Schwab remains highly competitive," the spokesperson said in an emailed statement.

Charles Schwab cutting as many as 2,000 jobs — joining Goldman, Morgan Stanley

Charles Schwab Corp.'s stock SCHW fell 0.5% on Wednesday on the heels of a report by RIABiz that the broker has laid off up to 2,000 employees this week as part of a previously disclosed effort to save $500 million in the second half of the year. William Blair analyst Jeff Schmitt reiterated an outperform rating on Schwab “due to the potential for a significant rebound in EPS in 2024 and 2025 as cash sorting abates, short-term funding costs decline, client cash stabilizes, organic growth returns to historic levels and share buybacks reemerge,” Schmitt said in a research note on Tuesday.

Schwab reportedly laid off up to 2,000 employees; analyst reiterates outperform

Intel

Procter & Gamble

Blue-chip stocks offer investors a safe haven in a turbulent market. Blue-chip stocks tend to be those of companies that have stable finances, low levels of debt and strong brands.

The 3 Best Blue-Chip Stocks to Buy in November

American Express

Bank of America

Boston Properties

Comcast

McDonald's

Altria

Realty Income Corp

Philip Morris

PNC Financial Services

Phillips 66

Rio Tinto plc Sponsored

Royal Bank of Canada

Schwab US Dividend Equity ETF

Visa

Verizon

The construction of a dividend-income portfolio brings several benefits for investors, one of which is generating extra income. In today's article, I will show you how you could allocate the amount of $50,000 among 20 dividend paying companies/ETFs that I consider to be attractive right now. Due to its allocation, the portfolio reaches a Weighted Average Dividend Yield [TTM] of 3.86%, indicating that its dividend payments could help you cover your monthly expenses.

How To Build A Dividend Portfolio With $50,000 Among 20 Dividend Paying Companies/ETFs

WESTLAKE, Texas--(BUSINESS WIRE)--Fixed income has been in focus this year and surprisingly, Millennial ETF investors are gravitating toward this asset class more than their older peers, according to the 2023 edition of “ETFs and Beyond,” an annual study by Schwab Asset Management™. Millennials are not only more interested in learning about fixed income, but more of them plan to invest in fixed income ETFs in the next year, and the asset class makes up a larger portion of their portfolios compa.

Fixated on Fixed Income: Millennial ETF Investors Stand out From the Pack for Their Interest, Intentions and Investments in Fixed Income ETFs

Charles Schwab has dealt with declining deposit balances, which accelerated in August of last year. Deposits continued to decline in the most recent quarter, albeit at a much slower rate.

Here's the Latest Update on Charles Schwab's Deposit Situation

I believe that a well-balanced and broadly diversified portfolio with a reduced risk level is the key to long-term investment success. Dividend growth companies are crucial for a well-balanced portfolio, since they can serve as growth drivers for your wealth. I will introduce you to 10 dividend growth companies that stand out due to their appealing Valuation, growth perspectives, financial health, and competitive advantages.

October 2023's Top 10 Dividend Growth Stocks: Your Path To Wealth And Stability

Brokers earn the bulk of their money on their customers' uninvested cash. As interest rates have exploded since early 2022, investors are finding more rewarding cash-like options.

How the Heck Did Schwab's Net Interest Income Fall 23% Last Quarter?

WESTLAKE, Texas--(BUSINESS WIRE)--SCHWAB STOCK PLAN SERVICES EXPANDS INTERNATIONAL CAPABILITIES, OFFERS FULLY FEATURED ACCOUNTS TO 18 ADDITIONAL COUNTRIES.

Schwab Stock Plan Services Expands International Capabilities, Offers Fully Featured Accounts to 18 Additional Countries

TAMPA, Fla.--(BUSINESS WIRE)--Last year, Concurrent announced its intent to restructure as a multi-custodial, hybrid RIA to create a more flexible service platform, offer a wider range of investment strategies, and open new pathways of independent growth for its teams of financial advisors. After a year of difficult work, Concurrent has delivered on its promises to its advisors and their clients. Since its relaunch earlier this year, Concurrent has expanded its platform to integrate the custodi.

Concurrent Marks One-Year Anniversary of its Transition to Hybrid, Multi-Custodial RIA Framework With Schwab Partnership and More Than $1B in New Assets

Snap

Markets moved sharply higher on Monday. Snap stock jumped on internal estimates of faster user growth.

These 2 Stocks Led Wall Street Higher on Monday

Key deposits creep up in September after falling for over a year.

Schwab Sees Potential Inflection Point to Cash Outflows

News for Charles Schwab Stock (SCHW)