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

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Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

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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

Live Nation

Wallace Weitz (Trades, Portfolio), the portfolio manager of the Weitz Value Fund and Weitz Partners Value Fund, disclosed in a regulatory 13F filing that his firm's top trades during the first quarter included a new holding in Live National Entertainment Inc. ( LYV , Financial) and the closure of its positions in Charles Schwab Corp. ( SCHW , Financial) and First Republic Bank ( FRCB , Financial). The firm also trimmed its holdings in Fidelity National Information Services Inc. ( FIS , Financial) and Axalta Coating Systems Ltd.

Wallace Weitz's Firm Enters Live Nation Entertainment, Exits Charles Schwab

CPI Card Group

CPI Card Group has carved out a niche in a growing market. Charles Schwab should get a boost following its integration of TD Ameritrade.

2 Value Stocks That Can Keep Growing Profit

The stock price has suffered over recent months due to the fear of a banking crisis after the collapse of Silicon Valley Bank.

Charles Schwab Stock Has An 84% Upside Potential To Its Pre-Inflation Peak

Bank of America

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Pavel Muravev/iStock via Getty Images Listen on the go! Subscribe to Wall Street Breakfast on Apple Podcasts and Spotify This is an abridged conversation from Seeking Alpha's Investing Experts podcast.

Fed Pause, Mid-Cycle Slowdown And Banks' Liquidity Crisis With James Foord And Lawrence Fuller

Charles Schwab will raise $2.5 billion via bond sales to fund corporate expenses and business growth as the brokerage giant deals with the fallout from recent banking turmoil.

Charles Schwab to Raise $2.5 Billion Via Bond Sales

Shares of the financial broker have dropped 35% over the past three months.

Charles Schwab Raises $2.5 Billion in Bonds to Shore Up Finances

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As the banking crisis persists, bank stocks continue to trade at depressed prices. With this, many investors are waiting for Warren Buffett to step in and save the day.

7 Bank Stocks That Desperately Need Warren Buffett's Help

Charles Schwab Corp. SCHW, +3.45% on Thursday disclosed plans for a $2.5 billion bond offering as the corporate bond market continues to pick up steam.

Charles Schwab raises $2.5 bln in bond offering amid surge in corporate bond deals

Brokerage firm Charles Schwab Corp said on Thursday it was looking to raise up to $2.5 billion through a debt offering.

Charles Schwab to raise $2.5 billion through debt offering

Charles Schwab latest monthly activity report was very encouraging. About $13.6B in total net new assets flowed to the financial brokerage in April.

Charles Schwab Is A Bargain

The Charles Schwab Corporation continues to trade at a steep discount, despite strong quarterly and monthly results. The current headwinds will become tailwinds, which makes me bullish on Schwab and the financial sector.

Charles Schwab: Houston, We Don't Have A Problem (Rating Upgrade)

The brokerage giant, under scrutiny this year, said in a filing it would use the proceeds for general corporate purposes

Schwab Taps Credit Markets To Raise $2.5 Billion In Debt

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

Why Is The Charles Schwab Corporation (SCHW) Down 7.2% Since Last Earnings Report?

The Charles Schwab Corporation has had a rough start to 2023, but many investors thought its Q1 was positive. However, each of Schwab's main businesses has struggled upon further inspection.

Schwab Isn't Going Anywhere, But That Doesn't Mean It's A Buy

The Charles Schwab Corporation (SCHW) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Is Most-Watched Stock The Charles Schwab Corporation (SCHW) Worth Betting on Now?

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A Wall Street analyst upgraded Charles Schwab. Famous investor Michael Burry bought shares of several beaten-down bank stocks in the first quarter.

Why Shares of Western Alliance, KeyCorp, and Charles Schwab Rose Today

PacWest Bancorp

Is the banking crisis that has gripped the U.S. over? Investors don't seem convinced.

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Schwab (SCHW) reports a decrease in core net new assets for April.

Schwab (SCHW) Records a Fall in April Core Net New Assets

The management team at The Charles Schwab Corporation announced some rather interesting data for the month of April. The company saw net inflows of client assets as well as other impressive financial changes.

Charles Schwab: Another 13.6 Billion Reasons To Be Bullish

A dark cloud settled over bank stocks recently, but the sun appears to be shining again for  Charles Schwab Corporation (NYSE:SCHW).

Charles Schwab Stock Eyes 3rd-Straight Win After Upgrade

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

Is It Worth Investing in The Charles Schwab Corporation (SCHW) Based on Wall Street's Bullish Views?

The broker's shares were upgraded to Outperform from Market Perform at Raymond James.

Schwab Stock Gains on Upgrade. Are Its Deposit Problems Over?

Airbnb

J. M. Smucker

Charles Schwab's shares are down on news about the banking crisis, but it has much more going for it than just banking services. Airbnb's asset-light business model should serve it well, even if its growth rate slows.

3 Stocks I'm Not Selling in May

SVB's collapse has highlighted the risk of banks losing deposits, a concern for Schwab as higher rates give customers reason to move their money elsewhere.

Charles Schwab Stock Rises. Client Assets Grew in April.

Charles Schwab Corp. SCHW, +0.91% said Friday its total client assets for April rose 1% over the previous month to $7.63 trillion, and were up 5% from April 2022. Active brokerage accounts in April rose 1% from the previous month to 34.2 million, but remained about flat from the year-ago period.

Schwab client assets climb 1% in April from previous month to $7.63 trillion

News for Charles Schwab Stock (SCHW)