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

Robust asset management business supports Schwab's (SCHW) Q3 earnings amid weakness in trading and net interest income.

Schwab's (SCHW) Q3 Earnings Beat Estimates, Revenues Down

WESTLAKE, Texas--(BUSINESS WIRE)--Schwab today introduced Schwab Trading Powered by Ameritrade, a reimagined trading experience made possible by the combination of two of the industry's most innovative firms, Charles Schwab and TD Ameritrade. Schwab Trading Powered by Ameritrade unites the award-winning thinkorswim trading platforms with Schwab's trading capabilities on Schwab.com and Schwab Mobile, alongside extensive trading education and specialized service designed for traders of all types.

Schwab Introduces Schwab Trading Powered by Ameritrade™, Setting a New Standard for the Retail Trading Experience

Chales Schwab Corp shares edged 1.1% lower ahead of the market open after third quarter revenue fell short of market expectations. The financial services and discount brokerage giant reported net income dropped to $1.02 billion, or 56 cents a share, from $1.88 billion, or 99 cents a share, the year prior.

Charles Schwab revenue misses hopes, eyes $1 billion cost cuts

Shares of Charles Schwab Corp. SCHW, -0.35% fell 1.5% toward a five-month low in premarket trading Monday, after the financial services and discount brokerage giant beat third-quarter profit expectations but fell a bit shy on revenue. Net income dropped to $1.02 billion, or 56 cents a share, from $1.88 billion, or 99 cents a share, in the year-ago period.

Charles Schwab stock drops after revenue falls a bit shy of expectations, amid trading weakness

Loyal TD Ameritrade and Thinkorswim users finally found out what's about to happen to their trading platforms.

Schwab Reveals Its Plan For Thinkorswim — What It Means For You

Charles Schwab (NYSE:SCHW) is expected to post lower revenue and a decline in earnings when it reports third-quarter earnings before the opening bell on October 16, 2023. While net interest income is expected to have continued to come under pressure, analysts will be watching out for any improvement in its assets under management and the fees it earns on those.

Charles Schwab expected to report tough 3Q as interest income comes under pressure

Charles Schwab Corporation investors have experienced another frustrating bear market decline, with the stock dropping to lows last seen in May 2023. Despite positive commentary and strong operating performance in Q2, investors have been struck with fear and have fled for safety. The recent decline in SCHW's stock may indicate selling exhaustion, allowing investors who missed the bottom earlier in 2023 another chance to add exposure.

Charles Schwab: Investors Struck By Fear Ran For Cover - Here's Why I Didn't Flee

We expect the company to top the consensus estimates of revenues and earnings.

Charles Schwab Stock To Top The Consensus In Q3

Schwab's (SCHW) third-quarter 2023 trading performance is expected to have been weak because of lower volatility and subdued client activity.

Subdued Market Volatility to Hurt Schwab's (SCHW) Q3 Earnings

Apple

Applied Materials

Amphenol

Costco

Graco

Home Depot

Intuit

Jack Henry & Associates

Lowe's

Mastercard

Monolithic Power Systems

Microsoft

Northrop Grumman

Roper Technologies

Sherwin-Williams

Tractor Supply

Visa

Vanguard Dividend Appreciation ETF

There are 18 stocks on my dividend growth watchlist for October 2023. More than half 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 nearly 7% year-to-date.

Dividend Growth Stock Watchlist - October 2023

Charles Schwab stock (NYSE: SCHW) has lost 39% YTD as compared to the 11% rise in the S&P500 index over the same period.

What To Expect From Charles Schwab Stock?

SPDR S&P Regional Banking ETF

Synchrony Financial

T. Rowe Price Group

Financial Select Sector SPDR Fund

A spike in bond yields on Tuesday threatened to pose yet another headache for down-beaten bank stocks, which moved into the red more deeply than the broader market.

Bank stocks outpace broad market into the red as higher bond yields impact the value of their portfolios

Charles Schwab delivered solid second quarter results in tough market conditions, with manageable sales and earnings declines. The company's balance sheet has been affected by deposit outflows and the regional banking crisis, a trend which has flattened out a bit. Third quarter results are expected to be soft due to increased interest rates and ongoing deposit migration, making it a challenging quarter for Schwab.

Charles Schwab: A Tough Third Quarter Coming Up

Bank of America

Cigna

Discover

Domino's Pizza

Microchip Technology

MSCI

Sirius XM Holdings Inc

SS&C Technologies Hlds

Skyworks Solutions

Texas Instruments

W. R. Berkley

Zoetis

September has historically been a bad month for equities, with the SPDR S&P 500 Trust ETF and Vanguard's Dividend Appreciation ETF both posting losses during the last 4 Septembers. The top 15 dividend growth stocks for October offer an average dividend yield of 1.94% and appear to be about 35% undervalued based on dividend yield theory. Since inception, September 2020, the watchlist is outperforming VIG by 2.92% and SPY by 2.34%, on an annualized basis.

My Top 15 High Growth Dividend Stocks For October 2023

Schwab (SCHW) introduces a digital inheritance center to make investing easier and more accessible for its clients.

Schwab (SCHW) Focuses on Innovation with New Inheritance Center

WESTLAKE, Texas--(BUSINESS WIRE)--Charles Schwab Bank was named the most trusted bank by Investor's Business Daily (IBD) in its 2023 Most Trusted Financial Companies Survey, marking the first year a bank broke into the annual survey's top 10 since its inception in 2020. Charles Schwab was also named one of the most trusted investment firms, with consumers ranking Schwab among the top two most trusted financial companies across four categories – ETF/Fund Company, Online Broker, Wealth Management.

Investor's Business Daily Recognizes Charles Schwab Bank as Most Trusted Bank and Charles Schwab as one of the Most Trusted Financial Services Firms in Annual Survey

Schwab (SCHW) reduces fees on the Schwab High Yield Bond ETF and the Schwab U.S. TIPS ETF to three basis points. The move will attract more investors, leading to a rise in profits.

Schwab (SCHW) Cuts Fees on More Fixed income ETFs to 0.03%

Schwab 5-10 Year Corporate Bond ETF

Schwab 1-5 Year Corporate Bond ETF

Schwab Short-Term US Treasury ETF

Schwab US TIPS ETF

Schwab Long-Term US Treasury ETF

Schwab Intermediate-Term US Treasury ETF

Schwab US Aggregate Bond ETF

Schwab Municipal Bond ETF

Schwab High Yield Bond ETF

WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Asset Management™, the asset management arm of The Charles Schwab Corporation and the fifth-largest provider1 of ETFs, today announced the reduction of operating expense ratios for the Schwab High Yield Bond ETF (SCYB) and the Schwab U.S. TIPS ETF (SCHP), bringing the fees for Schwab Asset Management's entire lineup of fixed income ETFs to only three basis points. All of Schwab Asset Management's fixed income ETFs are now among the lowest-priced ETFs in.

Schwab Asset Management Reduces Fees on Two Fixed Income ETFs, Pricing Its Entire Fixed Income Lineup at Three Basis Points

Schwab Bank takes top honors in IBD's survey of trusted banks by focusing on soundness, quality and service in a year of bank failures. How did your bank rate?

Best Banks In Trust: Schwab Sweeps A Tough Trust Category

Accenture Plc

Coinbase

Robinhood

Bitcoin is poised to rebound in the near term, helping stocks like Robinhood Markets, Inc. (HOOD), Coinbase Global, Inc. (COIN), NVIDIA Corporation (NVDA) and Accenture plc (ACN).

4 Crypto Stocks to Watch as Fed Keeps Interest Rates Intact

Schwab's (SCHW) August 2023 core net new assets decline. The main reason for lower new asset flows is the attrition of TDA retail and advisory clients.

Schwab's (SCHW) August Net New Assets Fall Amid TDA Integration

The Charles Schwab Corporation reported a decline in client assets in August due to market losses, but net new assets still grew by $8.1 billion. The company added 311,000 new brokerage accounts in August, slightly lower than the previous year. Average interest-earning assets continue to decline, posing a challenge for Charles Schwab's profitability.

Charles Schwab: Don't Let Mixed Results Distract From Long-Term Growth

Investment-grade bonds offer yields of 6.0% to 7.5% or more, making them a generational opportunity for investors. Charles Schwab is a leading financial trading platform that generates revenue primarily from interest and asset management fees. Schwab's recent acquisition of TD Ameritrade positions them well in the retail brokerage and registered investment advisor spaces.

Let's Build A Bond Portfolio Together: Charles Schwab Bonds Yield 5.7%

Charles Schwab (SCHW) shares declined after the online brokerage and financial advisory firm reported core net new assets dropped last month because of issues tied to the integration of TD Ameritrade, which it bought three years ago.

Charles Schwab Shares Drop as Core Net New Assets Fall After Losing TD Ameritrade Clients

Citigroup

Goldman Sachs

JPMorgan Chase & Co

Morgan Stanley

Wells Fargo

UBS Group AG

Banking heavyweights including Goldman Sachs and Morgan Stanley have announced a string of layoffs this year as part of a cost-cutting spree to better position themselves for a murky economic climate.

Wall Street banks shed jobs to ease cost pressures

News for Charles Schwab Stock (SCHW)