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.

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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

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

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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.

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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

Apple

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Microsoft

Amazon

Tesla

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

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JPMorgan Chase & Co

Mastercard

Mercedes-Benz Group AG

Altria

Schwab US Dividend Equity ETF

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Toronto-Dominion Bank

Taiwan Semiconductor Manufacturing

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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

M&T Bank

Regional banks in the United States on Monday reported deposit outflows between 3% and 11% from the prior quarter after customers sought the refuge of bigger banks in the aftermath of one of the worst banking crises.

Factbox: Deposit flight from U.S. regional banks raise questions about funding costs

J.B. Hunt Transport Services

Netflix

We start a new week of trading in a somewhat tepid move, after an up-week last week. Even the small-cap Russell 2000, which took longer to gain any positive traction, gained a half of 1% over the past five trading days.

Earnings Season Continues With Big Banks

Citigroup

Goldman Sachs

Morgan Stanley

PNC Financial Services

Wells Fargo

First-quarter earnings from the largest U.S. banks are off to a mostly positive beginning despite a tough start to the year for the sector, analysts at Jefferies said Monday.

Bank earnings ‘off to a good start,' with Bank of America and Goldman Sachs on deck

Rise in NII and absence of fee waivers support Schwab's (SCHW) Q1 earnings amid lower trading income and bank deposit fees and an increase in expenses.

Schwab's (SCHW) Q1 Earnings Beat, Revenues Miss, Stock Down

While the top- and bottom-line numbers for The Charles Schwab Corporation (SCHW) give a sense of how the business performed in the quarter ended March 2023, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

The Charles Schwab Corporation (SCHW) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

Charles Schwab Corporation (NYSE:SCHW) is among the latest financial institutions to announce first-quarter results.

Charles Schwab Stock Brushes Off Revenue Miss

The Charles Schwab Corporation (SCHW) came out with quarterly earnings of $0.93 per share, beating the Zacks Consensus Estimate of $0.90 per share. This compares to earnings of $0.77 per share a year ago.

The Charles Schwab Corporation (SCHW) Tops Q1 Earnings Estimates

Earnings season continues, with much of the focus right now on bank stocks. State Street suffered a big drop in fee revenue from its asset management business.

Bank Stocks Are Still Under Pressure -- Here's the Latest

Charles Schwab Corp beat first-quarter profit estimates as rate hikes by the Federal Reserve boosted the financial services provider's interest income, even as it struggled with a decline in deposits from the U.S. banking crisis last month.

Charles Schwab beats profit estimates on higher rates; deposits drop

Charles Schwab (NYSE:SCHW) has reported a strong rise in first-quarter revenue and earnings as it continued to attract new client investment inflows and benefitted from a rising interest-rate environment.  The company, which provides securities brokerage, banking and related financial services, grew 1Q revenue by 10% to $5.12 billion.

Charles Schwab reports 14% rise in 1Q earnings as total client assets top $7.58 trillion

News for Charles Schwab Stock (SCHW)