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

Johnson & Johnson

Morgan Stanley

Netflix

Procter & Gamble

Taiwan Semiconductor Manufacturing

With the first three months of the year behind us, it's now earnings season. Accordingly, investors looking for strong buys have a list of companies to choose from.

7 Stocks That Are Strong Buys on the Heels of Impressive Earnings

Apple

American Express

Itau Unibanco Holding S.A.

JPMorgan Chase & Co

New Linde PLC

Mastercard

Microsoft

NIKE

Travelers

My Top 10 Dividend Growth Stocks To Invest In May 2023.

My Top 10 Dividend Growth Stocks To Invest In May 2023

Extra Space Storage

Howmet Aerospace

Ingersoll-Rand

Kimco Realty

Marathon Oil

Progressive

Adding dividend growth stocks to your portfolio can provide both income and capital appreciation over the long haul. That makes these picks worth a closer look.

The 7 Best Dividend Growth Stocks to Buy

Match Group

TROY, Mich. , April 26, 2023 /PRNewswire/ -- The Editorial Advisory and Securities Review Committee of BetterInvesting Magazine today announced The Charles Schwab Corp. (NASDAQ: SCHW) as its "Stock to Study" and Match Group Inc. (NASDAQ: MTCH) as its "Undervalued Stock" in the July 2023 issue for investors' informational and educational use.

BetterInvesting™ Magazine Update on The Charles Schwab Corp. and Match Group Inc.

Charles Schwab has seen its bank deposit base shrink over the last year. Rising interest rates have customers seeking higher-yielding alternatives.

Schwab Proves Resilient, Dispels Fears Over Outflows

BlackBerry

Bionano Genomics

EVgo

Array Technologies

Cadence Design Systems

General Motors

Sooner or later, investors will stop fearing the “phantom recession,” i.e. the recession that really doesn't exist except in many economists' imaginations.

7 Growth Stocks With Huge Return Potential for Long-Term Investors

Charles Schwab: Deposit Growth, Shares Look Like A Steal.

Charles Schwab: Deposit Growth, Shares Look Like A Steal

In my last article, I mentioned 3 key metrics to track for Charles Schwab. In this piece, I review these metrics after the March quarter results and commentary. Outlook commentary was positive despite adverse movement in net new purchased money market fund flows.

Charles Schwab: Load Up The Buys

aka Brands Holding Corp

Citigroup

Clorox

Tesla

This article is an excerpt from the InvestorPlace Digest newsletter. To get news like this delivered straight to your inbox, click here.

Stock Market Alert: 5 Things to Know as Investors Turn Bearish

Charles Schwab's stock has lost a third of its value so far in 2023. The discount broker was embroiled in the bank run scare, though it is likely to muddle through just fine.

Before You Buy Charles Schwab: Here's a Finance Stock I'd Buy First

U.S. banks have been under a lot of pressure lately but a JPMorgan analyst is still convinced that investing in Charles Schwab Corporation (NYSE: SCHW) at current levels positions you for lucrative returns. Charles Schwab stock could climb to $85 Kenneth Worthington reiterated the financial service company at “overweight” this week.

Charles Schwab stock outlook: JPMorgan analyst sees 60% upside

Higher interest rates are providing a major boost to the bottom line. Schwab has access to plenty of liquidity as well despite worries that up-ended the stock in the wake of Silicon Valley Bank's collapse.

3 Big, Bullish Takeaways From Charles Schwab's Q1 Report

Although mainly known as a broker, Charles Schwab's financial products range from mutual funds to banking services.

With Declining Deposts, Is Schwab's Business Model at Risk?

Air Transport Services Group

Newtek Business Services

Valley National

Beyond Air Inc

According to the Insider Cluster Buys Screen, a Premium feature of GuruFocus, five stocks that have high number of unique insider buys over the past three months are Air Transport Services Group Inc. ( ATSG , Financial), Beyond Air Inc. ( XAIR , Financial), Charles Schwab Corp. ( SCHW , Financial), Valley National Bancorp ( VLY , Financial) and NewtekOne Inc. ( NEWT , Financial).

5 Stocks Insiders Have Built Positions in Over the Past 3 Months

Charles Schwab: Increasing Conviction In The Contrarian Investment Thesis

Bank of America

Cigna

CVS Health

Chevron

First Republic

Home Depot

Pfizer

UnitedHealth Group

What's worse than missing out on the five stocks driving the entire S&P 500 this year? Owning the ones that are dragging it down.

These 10 Crummy Stocks Already Cost Investors $300 Billion

iShares U.S. Broker-Dealers & Securities Exchanges ETF

God Bless America ETF

Charles Schwab Corporation reported strong Q1 2023 earnings, surpassing earnings expectations and driving up its stock price. However, the top line missed estimates.

Should You Tap Charles Schwab's Q1 Earnings With ETFs?

Charles Schwab (NYSE: SCHW) stock price jumped by more than 5% on Monday after the company published its quarterly earnings. The shares jumped to a high of $52.76, which was ~16% above the lowest level this year.

SCHW stock price cheered Q1 earnings: don't buy Schwab yet

Itau Corpbanca

Amazon

While you shouldn't automatically follow the masses with every decision, the stocks that hedge funds are buying now may provide considerable value to retail investors. Fundamentally, hedge funds typically own the best research tools, platforms, and resources.

The 7 Top Stocks That Hedge Funds Are Buying Now

Charles Schwab does look more interesting on the March bank-run dumping spree, but further downside cannot be ruled out. I would avoid shares until the U.S. stock market bottoms, which could be another 15% to 20% away for downside, as a recession becomes reality.

Charles Schwab: I Am Waiting For Lower Prices To Buy

Shares of Charles Schwab (NYSE: SCHW ) stock are up by about 2% after the multinational financial services company reported its first-quarter earnings. First, revenue tallied in at $5.11 billion, missing the consensus analyst estimate of $5.15 billion.

5 Investors Betting Big on Charles Schwab (SCHW) Stock

AbbVie

Bristol-Myers

Deere & Company

Mercedes-Benz Group AG

Altria

Schwab US Dividend Equity ETF

Suncor Energy

Toronto-Dominion Bank

TotalEnergies SE

U.S. Bancorp

Visa

Verizon

In this article, I will show you how you could allocate $10,000 among my top 20 dividend growth and high dividend yield companies for the month of April. Due to the allocation I have chosen, that I'll discuss in this article, you would achieve a Weighted Average Dividend Yield [FWD] of 3.12% with this portfolio.

How To Allocate $10,000 Among My Top 20 Dividend Stocks Of April 2023

State Street

Banks across the board are under pressure to pay depositors more as interest rates continue to rise.

State Street, Schwab See Deposits Drop

We knew it was coming, and we've written about it already, but this morning's release of their Q1 numbers just confirmed Charles Schwab Corporation's (NYSE: SCHW) recovery has begun. It was a breath of fresh air for investors of the online broker.

Charles Schwab's Recovery Just Shifted Gears

News for Charles Schwab Stock (SCHW)