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

Associated Banc-Corp

Bank of New York Mellon

Citigroup

Comerica

Republic First Bancorp

Goldman Sachs

KeyCorp

Northern Trust

Synovus Financial

State Street

Truist Financial

UMB Financial

Valley National

Zions Bancorp

U.S. banks and regional banks fell across the board on Tuesday, after S&P Global Ratings downgraded five smaller players after a review of risk related to funding, liquidity and asset quality with a focus on office commercial real estate.

U.S. banks and regional lenders slide across the board as S&P is latest to downgrade ratings

Schwab said it was cutting an undisclosed number of jobs and looking to downsize its real estate footprint. The company has been hit hard by rising rates, and has had to lean into high-cost sources for funding.

Why Charles Schwab Stock Is Down Today

Charles Schwab experienced strong long-term growth after shifting towards a banking-style business model and offering commission-free trading. Schwab faces the risk of deposit flight as customers seek higher-yield savings accounts and liquidity concerns arise, but this risk is being overestimated by the market. Schwab's strong capital buffers should give investors comfort that this company will continue compounding over time.

Charles Schwab: A Discounted Behemoth, Buy The Earnings Contraction

The Charles Schwabe Corporation reported in an SEC filing Monday it plans to close or downsize some corporate offices and reduce its headcount to cut costs.

Charles Schwab slashing jobs, offices to streamline operations

Schwab has had to turn to supplementary funding sources to counter an uncertain economic environment.

Charles Schwab plans to cut jobs, close offices as downturn hits Wall Street

Charles Schwab Corp. SCHW, -0.20% late Monday said it plans to reduce costs to the tune of $500 million a year through a “lower” employee headcount and professional services, without providing more details. The company also plans to close or downsize some yet unnamed corporate offices, according to a filing with securities regulators.

Schwab plans ‘lower headcount,' office closings to save $500 million

Salesforce

Mastercard

Generation Investment, chaired by former Vice President Al Gore, bought Applied Materials stock, and sold Salesforce, Mastercard, and Schwab stock in the second quarter.

Al Gore's Firm Bet on AI and Sold Salesforce, Mastercard, Schwab Stock

Schwab's (SCHW) inorganic growth efforts are expected to be earnings accretive. However, these will lead to an increase in expenses in the near term, thus hurting profits.

Acquisitions to Aid Schwab's (SCHW) Top Line Amid Cost Woes

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

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

Charles Schwab demonstrated continued growth with an increase in client assets to an all-time high of $8.24 trillion. Net new assets for the month came in at $12.9 billion, with an adjusted reading of $13.7 billion. The company added 303,000 new brokerage accounts in July, maintaining a trend of new accounts exceeding 300,000 for the 9th consecutive month.

Charles Schwab: The Perpetual Growth Machine

Charles Schwab Corporation Common Stock (NYSE:SCHW) was last seen down 2.2% to trade at $60.43, as bank stocks take a hit following a dire warning.

Bank Stock Posing Attractive Entry Point

Client attrition after the fallout of the merger between Charles Schwab and TD Ameritrade is still in-line or slightly better than the company's predictions for the year, but Charles Schwab stock continues to disappoint on the charts despite earnings beats.

Charles Schwab Is Still Losing TD Ameritrade Clients

Charles Schwab Corp. SCHW, -2.84% said Monday the attrition of clients as part of its 2019 acquisition of Ameritrade “will be in-line with or slightly better than our initial estimates.” About 4% of Ameritrade revenue prior to the deal or around 1% of combined total client assets as of Dec. 31 was its attrition estimate, the financial firm said.

Schwab says attrition rates from Ameritrade acquisition in-line or slightly better than estimates

OKLAHOMA CITY--(BUSINESS WIRE)---- $SCHW #CharlesSchwab--The law firm of Federman & Sherwood has initiated an investigation into TD Ameritrade, Inc. & Charles Schwab & Co., Inc. a TD Ameritrade affiliate (“the Companies”) with respect to their recent data breach. On June 26, 2023, The Companies informed clients that the company experienced a data breach after an unauthorized party accessed sensitive consumer data entrusted to the company. According to The Companies, they determined that information stored o.

Federman & Sherwood Investigates TD Ameritrade, Inc. and Charles Schwab & Co., Inc. a TD Ameritrade affiliate for Data Breach

Bank of America

Brown & Brown

After the year-to-date rally, the overall market is approaching overvalued territory. However, the financial sector offers value after a disappointing first half.

The 3 Best Financial Stocks to Buy in August

Interactive Brokers

Brokerage stocks can benefit from periods of economic growth and market volatility. Charles Schwab struggled with deposit outflows, but its cheap valuation makes it an intriguing value stock.

2 Top Brokerage Stocks to Buy in August

Allegion

Cigna

Domino's Pizza

MarketAxess Holdings

MSCI

Rollins

Sirius XM Holdings Inc

SPDR S&P 500 ETF Trust

SS&C Technologies Hlds

Skyworks Solutions

Tractor Supply

Vanguard Dividend Appreciation ETF

W. R. Berkley

Zoetis

The watchlist from July posted a gain of 5.36% last month, outperforming the SPDR S&P 500 Trust ETF and Vanguard's Dividend Appreciation ETF. The top 15 dividend growth stocks for August offer an average dividend yield of 1.58% and appear about 32% undervalued based on dividend yield theory. Since inception, September 2020, the watchlist is beating VIG by 5.24% and SPY by 4.53%.

My Top 15 High Growth Dividend Stocks For August 2023

Charles Schwab's Q2 FY23 results have compelled me to do a 180-degree turn in my stance on the stock; from a 'sell' to a 'strong buy'. Cash sorting issues are no more as there has been a sharp reduction in net new purchased money market fund flows. There are multiple levers for margin expansion. Reduction in high cost short-term borrowings is expected to boost NIMs, and expense reduction is another margin lever.

Charles Schwab: Get Ready For Multiple Quarters Of Margin Expansion (Rating Upgrade)

We also answers listeners' questions about 529 plans, target-date funds, and investing in a 401(k)

Schwab Is Not SVB

The company's revenue drop was largely due to a decrease in net interest income. Charles Schwab added close to a million new brokerage accounts.

Charles Schwab's Latest Earnings Could Signal the Worst Is Over

Charles Schwab posted solid earnings that beat revenue and earnings estimates in Q2. Its stock price jumped 12% upon the earnings release.

If This Is a New Bull Market, You Haven't Missed out on Charles Schwab

The Charles Schwab Corporation (NYSE:SCHW ) 2023 Summer Business Update Conference Call July 18, 2023 8:30 AM ET Company Participants Jeff Edwards - MD, IR Walt Bettinger - Co-Chairman and CEO Rick Wurster - President Peter Crawford - CFO Conference Call Participants Ken Worthington - JP Morgan Dan Fannon - Jefferies Brian Bedell - Deutsche Bank Michael Anagnostakis - Wolfe Research Michael Cyprys - Morgan Stanley Alexander Blostein - Goldman Sachs Brennan Hawken - UBS Benjamin Budish - Barclays Christopher Allen - Citigroup Patrick Moley - Piper Sandler Kyle Voigt - KBW Devin Ryan - JMP Securities Jeff Edwards And here we go. Good morning, everyone, and thank you for joining us for the Schwab 2023 Summer Business Update.

The Charles Schwab Corporation (SCHW) 2023 Summer Business Update Conference (Transcript)

Citizens Financial Group

Schwab believes that client cash sorting is decelerating. KeyCorp's earnings and revenue missed consensus estimates.

Why Shares of Charles Schwab, KeyCorp, and Citizens Financial Are Rising This Week

This year has taught the brokerage the downsides of being a bank when interest rates shoot higher.

Schwab Survived Deposit Crisis. What Comes Next?

Charles Schwab's second-quarter results and balance sheet are a pleasant surprise.

Charles Schwab Tops Q2 Estimates Thanks to Management Fees, Despite Interest Income

News for Charles Schwab Stock (SCHW)