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

Bank of America

Goldman Sachs

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Big Banks Report

Charles Schwab is making some painful, but necessary, changes to its business.

Charles Schwab: Buy, Sell, or Hold?

Charles Schwab shares surged over 6% after reporting better-than-expected Q3 earnings, showcasing robust, mid-single digit top line momentum. The brokerage achieved $1.41B in earnings with a 25% Y/Y growth rate and expanded profit margins, driven by a growing asset base. Client assets grew to $9.92T with 27% Y/Y growth, and core net new assets reached $95.3B, showing 109% Y/Y growth in Q3'24.

Charles Schwab: Solid Investment Setup

Charles Schwab NYSE: SCHW had a solid quarter, outpacing expectations and issuing favorable guidance. Still, its stock price may only increase slightly because of the analyst and sell-side activity this year.

Charles Schwab: Steady Performance, But Is There More to Come?

Charles Schwab delivered strong Q3 2024 revenue with record client assets under management.

Charles Schwab Tops Q3 EPS Estimates

The brokerage said it is seeing increased inflows into its wealth-management offerings.

Charles Schwab customers want professional help investing — and the brokerage is profiting

Better-than-expected earnings results drove the stock higher today.

Why Charles Schwab Stock Was Moving Higher Today

The Charles Schwab Corporation (NYSE:SCHW ) Q3 2024 Earnings Conference Call October 15, 2024 8:30 AM ET Company Participants Jeff Edwards - Head of Investor Relations Walter W. Bettinger - Co-Chairman and Chief Executive Officer Rick Wurster - President Michael Verdeschi - New Chief Financial Officer Peter Crawford - Managing Director Conference Call Participants Ken Worthington - JP Morgan Alexander Blostein - Goldman Sachs Brennan Hawken - UBS Dan Fannon - Jefferies Kyle Voigt - KBW Steven Chubak - Wolfe Research Brian Bedell - Deutsche Bank Michael Cyprys - Morgan Stanley Operator Good morning, everyone, and welcome to Schwab's 2024 Fall Business Update.

The Charles Schwab Corporation (SCHW) Q3 2024 Earnings Call Transcript

Charles Schwab (SCHW) shares soared Tuesday as the financial services company reported better third-quarter results than analysts had expected, and also lifted its projections for full-year revenue.

Charles Schwab Stock Soars After Strong Earnings Report

SCHW's third-quarter 2024 results rise on the back of higher revenues and client assets. However, higher funding costs and adjusted expenses remain spoilsport.

Charles Schwab's Stock Gains on Q3 Earnings and Revenue Beat

Bank stocks surged Tuesday as several major financial institutions reported earnings, as the group gets a boost from lower interest rates.

These Bank Stocks Hit Highs As Goldman Sachs, Charles Schwab Post Hot Earnings

The Charles Schwab Corporation (SCHW) came out with quarterly earnings of $0.77 per share, beating the Zacks Consensus Estimate of $0.75 per share. This compares to earnings of $0.77 per share a year ago.

The Charles Schwab Corporation (SCHW) Beats Q3 Earnings and Revenue Estimates

NEW YORK--(BUSINESS WIRE)--Colorado RIA, Veteran Schwab Advisor Join Journey Strategic Wealth in Double Deal.

Colorado RIA, Veteran Schwab Advisor Join Journey Strategic Wealth in Double Deal

WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Reports Total Client Assets Increased 27% Year-Over-Year to a Record $9.92 Trillion.

Schwab Reports Third Quarter Results

The higher fees that make alt investments potentially lucrative for Schwab are the same reasons customers should tread carefully.

Schwab Could Earn Billions From Alternative Investments. Clients Should Think Twice.

Evaluate the expected performance of Charles Schwab (SCHW) for the quarter ended September 2024, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Charles Schwab (SCHW) Q3 Earnings on the Horizon: Analysts' Insights on Key Performance Measures

Tuesday morning, October 15th, per Briefing.com, Charles Schwab, Goldman Sachs, Bank of America, and Citigroup will report their Q3 '24 results. When Schwab reports their Q3 '24 financial on Tuesday morning, the Street is expecting EPS of $0.75, operating income of $2.1 billion and net revenue of $4.77 billion. When Goldman reports their 3rd quarter '24 financial results on Tuesday morning, consensus is expecting $7.03 in EPS on $11.78 bl in net revenue for expected y-o-y growth of 29% and 0%, respectively.

Schwab, Goldman Report Next Week: Goldman Is Overvalued And Needs To Correct

Improved market volatility and decent client activity are expected to have supported SCHW's Q3 earnings.

High Market Volatility to Aid Schwab's Q3 Earnings, Weak NII to Hurt

Rick Wurster, Schwab's president since 2021, will be tasked with steering the largest publicly traded U.S. brokerage through a transition.

Talk to Rick, the Next CEO of Charles Schwab

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Steel Dynamics

Entering October is the strongest period of the year for three-month returns, and shorter-term returns are also some of the best. Here we take a look at 30 dividend stocks in the S&P 500 that have been the best Q4 performers over the last ten years. 2024 has been a strong year already for high-yielding stocks, and now they have Q4 seasonality as another tailwind.

Dividend Stocks With Strong Q4 Seasonality

SCHW's current CEO, Walt Bettinger, will step down from his role by the end of this year after serving for 16 years.

Schwab's CEO to Retire After Contributing to Firm's Rapid Growth

Walt Bettinger to retire from his longtime position as Charles Schwab's CEO at the end of 2024. It will mark the end of Bettinger's 16-year tenure as CEO.

Charles Schwab's longtime CEO to retire

Charles Schwab Chief Executive Officer Walt Bettinger has notified the brokerage's board of his intention to retire effective Dec. 31.

Charles Schwab CEO to Retire at End of the Year

Charles Schwab said on Tuesday that President Rick Wurster will succeed long-time CEO Walt Bettinger, paving the way for a change of guard at the brokerage firm after 16 years.

Brokerage Charles Schwab's long-time CEO Bettinger to retire

After 16 years leading the brokerage firm, Bettinger will be replaced by an internal CEO hire.

Charles Schwab CEO Walt Bettinger to retire at end of 2024, Rick Wurster to replace him

News for Charles Schwab Stock (SCHW)