Revenue segments as reported by the company.

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Asset management and administration fees

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Bank deposit account fees

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Gross Profit, Operating Income, and Net Income as a percentage of Revenue

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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

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Amortization of acquired intangible assets

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Operating Expenses

Year over year growth in Revenue and Operating Expenses.

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OpEx Y/Y

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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.

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SG&A

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The watchlist from June posted a gain of 8.91% last month, outperforming the SPDR S&P 500 Trust ETF by 2.43% and Vanguard's Dividend Appreciation ETF by 2.41%. The top 15 dividend growth stocks for July offer an average dividend yield of 1.66% and appear about 34% undervalued based on dividend yield theory. Since inception, September 2020, the watchlist is beating VIG by 4.20% and SPY by 3.81%.

My Top 15 High Growth Dividend Stocks For July 2023

WESTLAKE, Texas--(BUSINESS WIRE)--The Charles Schwab Corporation announced that it received the results of the Federal Reserve's 2023 Comprehensive Capital Analysis and Review (CCAR).

Charles Schwab Discloses Results of the Federal Reserve's 2023 Comprehensive Capital Analysis and Review

The financial services powerhouse aced the most important test it is subject to. It passed this year's version of the Federal Reserve's stress test.

Why Charles Schwab Stock Topped the Market Today

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Western Alliance Bancorporation

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Bank stocks rose early Thursday after the Federal Reserve announced its 2023 stress test results Wednesday for a hypothetical "severe" recession.

JPMorgan, Wells Fargo Lead, Bank Stocks Climb, After Federal Reserve Stress Test

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Big U.S. banks' commercial real estate portfolios put in a surprisingly good performance during the Federal Reserve's annual health checks, with losses declining slightly on last year, the central bank said on Wednesday.

Factbox: Big banks stand strong against Fed's commercial real estate gloom

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Among the top performers were Charles Schwab Corp. and Deutsche Bank's U.S. operations, while regional lenders Citizens Financial Corp. and US Bancorp were the laggards of the pack.

US banks shrug off turmoil to ace Fed's annual health checks

To say Bitcoin Cash (BCH) is on a roll right now is an understatement. Currently valued at US$4.5bn, the altcoin has surged a whopping 121% in the past seven days, significantly outpacing the next top riser among the top-100 altcoin set (being the PEPE meme coin, in case you were interested).

Bitcoin Cash shoots for the moon, thanks to Charles Schwab, Fidelity and Citadel

Schwab High Yield Bond ETF

WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Asset Management™, the asset management arm of The Charles Schwab Corporation, today announced the launch of the Schwab High Yield Bond ETF (NYSE Arca: SCYB). The first day of trading is expected to be on or about July 11. With an expense ratio of 0.10%, the Schwab High Yield Bond ETF is priced in line with the lowest fee ETFs in the Morningstar High Yield Bond category. The ETF will provide simple access to the U.S. dollar denominated high yield corpora.

Schwab to Launch the Schwab High Yield Bond ETF

Charles Schwab investors were spooked in mid-June as management announced it still faces higher funding costs. However, dip buyers continue to support SCHW's bottoming process, holding its March lows robustly. Hence, the fears could have been overstated. However, a near-term recovery is unlikely, as the headwinds over its earnings power could persist through 2024. As such, investors need to be patient if they add now.

Charles Schwab: Buy While The Market Is Pessimistic

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Schwab US Dividend Equity ETF

A dividend income-oriented investment portfolio can provide you with an excellent source of extra income via dividend payments. I will show you how you could build an investment portfolio with my top 10 high dividend yield, dividend growth, and growth companies for the month of June. This portfolio provides you with a Weighted Average Dividend Yield [TTM] of 3.58% and has shown a Weighted Average Dividend Growth Rate [CAGR] of 11.05%.

How To Build A Dividend Portfolio With $25,000 Among June's Top 30 Stocks

We propose a pair trade opportunity by The Charles Schwab Corporation preferred stocks. Deeply undervalued OTC traded with fixed-to-floating preferred. This is one of the best fixed-income opportunities on the market today.

Charles Schwab: The Real Value Lies Hidden In One Of Its Preferred Stocks

Applied Blockchain Inc

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Bitcoin is up more than 75% year-to-date. Though many concerns exist, three major catalysts are likely to propel prices higher into the end of the year.

Bitcoin Rocket Fuel: 3 Catalysts to Propel it Higher into Year End

A new crypto exchange backed by several Wall Street heavyweights such as Charles Schwab SCHW, -0.96%, Citadel Securities, Fidelity Digital Assets, Paradigm, Sequoia Capital, and Virtu Financial, has started operation.

New crypto exchange EDX backed by Citadel Securities, Fidelity, Schwab starts operation

My views on Charles Schwab have been quite balanced, and my last 'neutral/hold' rating has worked out. But now I am changing my stance based on new data. On the positive side, cash sorting trends are improving. But growth in core net new assets is unusually low.

The Market Is Too Optimistic On Charles Schwab

Charles Schwab attracted $20.7B in core net new assets in May. Total client assets to $7.65T, showing 5% Y/Y growth. The financial services company is currently valued at 13X forward earnings, well below its historical average of 19X. Despite revenue headwinds from higher interest rates, Charles Schwab's growth in core net new assets and low valuation make it an attractive recovery investment.

Charles Schwab: Massive Revaluation Potential In 2023

Charles Schwab fell victim to a panicky move when the regional banking sector turmoil arose in March. The company is hit hard by deposit migration, seeing severe pressure on net interest margins, and thus earnings. It appears that near-term earnings pressure might be the biggest impact, which combined with a recovery in stock markets and a lagging share price starts to look compelling.

Charles Schwab: Situation Appears To Stabilize

Charles Schwab's net new assets in May totaled $24.6bn, a decline from the same month last year but a significant increase from April's $13.6bn. The number of active brokerage accounts increased by 63,000 in May, while total client assets grew for the third consecutive month to $7.65tn. Despite challenges in the banking industry and declining interest-earning assets, Charles Schwab's core operations continue to grow, making it a strong buy for long-term investors.

Charles Schwab: The Multi-Trillion Dollar Asset Play That Just Gave You Billions More Reasons To Buy

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Charles Schwab is the largest brokerage business in the U.S., a leading provider for financial advisors, a top ETF asset manager and one of the biggest banks.

Why Charles Schwab became a financial 'supermarket'

Schwab (SCHW) reports total client assets of $7.65 trillion in May 2023, up marginally from April 2023 and 5% from May 2022. The company expects second-quarter revenues to fall 10-11% year over year.

Schwab's (SCHW) May Client Assets Rise, Q2 Revenues to Decline

Charles Schwab's asset management business is relatively bigger. Conversely, investment banking and credit cards are notable parts of JPMorgan's business mix.

Better Buy: JPMorgan Chase or Charles Schwab?

Charles Schwab Corp. ( SCHW , Financial) released its monthly trading activity statement on Wednesday, revealing bad news for its investors as evidence suggests it might experience an 11% quarterly drop in revenue when it releases its following report in August.

Charles Schwab Set for Quarterly Revenue Decline

Charles Schwab expects its second-quarter revenue to drop by 10% to 11% due to a contraction in its net interest margin and softer trading activity, the brokerage firm said on Wednesday.

Charles Schwab forecasts up to 11% drop in second-quarter revenue

Charles Schwab Corp. SCHW said Wednesday its core net new assets brought to the company by new and existing clients totaled $20.7 billion in May. Net new assets excluding mutual fund clearing totaled $24.5 billion.

Charles Schwab total client assets up 5% from year-ago to $7.65 trillion in May

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

Here is What to Know Beyond Why The Charles Schwab Corporation (SCHW) is a Trending Stock

News for Charles Schwab Stock (SCHW)