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 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

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Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

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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 was ensnared by the recent Silicon Valley Bank and Signature Bank debacle. With more than 60% of its asset base tied up in investment securities, investors are growing increasingly concerned.

Charles Schwab Stock: Undeserved Panic Selloff

The bank sector is  under pressure today amid the collapse of SVB Financial Group  (SIVB).

Analyst Sees Entry Opportunity in Sinking Bank Stock

Shares of The Charles Schwab Corporation (NYSE: SCHW) are falling along with the broader financial sector due to fallout from the SVB issue, but it is getting thrown out with the bathwater. This company may have some systemic risk to issues within the broader financial industry, but its model is far different than SVB, and its problems, if they can be called such, lay in other areas.

Buy The Dip In The Charles Schwab Corporation

Looks like the financial stock market freakout is taking down more than just regional banks. Charles Schwab is feeling the heat too.

Schwab Stock Implodes Amid Financial Freakout — Is Your Money Safe?

SVB Financial Group

Charles Schwab on Monday reported a 28% decline in average margin balances and a 4% fall in total client assets for February, piling more pressure on the company amid fears over the fallout from the collapse of Silicon Valley Bank.

Charles Schwab tumbles as drop in margin balances fans concerns after SVB collapse

First Republic

PacWest Bancorp

Truist Financial

Western Alliance Bancorporation

Western Alliance and First Republic fell more than 75% Monday following the failures of its regional banking peers Silicon Valley Bank and Signature Bank.

Bank Stock Crash Intensifies: Losses Top $165 Billion As Analyst Warns SVB Failure Risks Intense Regulator Scrutiny

Schwab has been hit hard recently due to investor fears about the banking industry. Despite being thought of as mostly a brokerage firm, Schwab has quite a bit of banking operations.

Why Is Charles Schwab Plunging on Monday?

Charles Schwab Corp. is well-known as the premier discount broker in the U.S., and some may not realize that it's actually a savings and loan holding company.

Charles Schwab stock is down 19% Monday, Here's why the company thinks Wall Street is being unfair.

It would be Schwab's worst one-day sell-off ever if the decline is worse than the 19% it suffered in April 2000.

Charles Schwab shares head for worst day ever, drop 20% as fears of banking crisis deepen

Bank of America

Citigroup

Wells Fargo

The Federal Reserve may not hike next week as the failure of SVB and two other banks shows the risk of moving too fast. Bank stocks fell further Monday.

Fed May Pause Rate Hikes As Bank Stocks Keep Sliding, Despite New Rescue Fund

Goldman Sachs

Ally Financial

Credit Suisse

Many bank stocks are sinking this morning on continued fears about their financial health. The worries are arising despite the U.S. government's decision, announced yesterday, to guarantee all of the deposits held by SVB Financial Group's (NASDAQ: SIVB ) Silicon Valley Bank, which was closed by federal and Californian regulators on Friday.

Why Are Bank Stocks SCHW, PACW, WAL, BAC, WFC, CS, GS, ALLY Down Today

Barclays

KeyCorp

Zions Bancorp

Stock markets fail to be reassured by Joe Biden's intervention, as SVB failure is followed by Signature

Silicon Valley Bank: global banking shares slide as fallout spreads

Charles Schwab Corp. SCHW, -11.69% moved Monday to reassure investors that it has plenty of liquidity and does not need to sell any of its held-to-maturity securities over unrealized losses. Chief Financial Officer Peter Crawford said the business is performing “exceptionally well” and that it expects first-quarter revenue to grow 10% from a year ago.

Charles Schwab moves to reassure investors it has plenty of liquidity and business is performing ‘exceptionally well'

Charles Schwab Corp. SCHW, -11.69% was lifted to buy from neutral on Monday by Citigroup analysts, who see a a “compelling entry point” from a 23% drop over two days. Shares of the financial services company, down 7% in premarket trading, have been hit by fallout from the failure of Silicon Valley Bank.

Charles Schwab upgraded to buy from neutral, but price target cut to $75 at Citigroup

Shares of The Charles Schwab Corporation have fallen 20% in the aftermath of the SVB Financial Group debacle. While the situation is in no means comparable, investors fear the same trends hurting this business as well.

Charles Schwab: Erring Cautious

Reports emerged Thursday of a large potential block sale of Schwab stock. Several analysts issued research notes saying the reaction to any potential block sales was overblown.

Why Charles Schwab Stock Was Dropping Today

JPMorgan Chase & Co

U.S. Bancorp

SVB stock craters 60% as parent of Silicon Valley Bank sells $2.25 billion in stock to stem its liquidity crisis, shocking the financial sector The post Silicon Valley Bank Liquidity Crisis Sends Shockwaves Through Financial Industry appeared first on Investor's Business Daily.

Silicon Valley Bank Liquidity Crisis Sends Shockwaves Through Financial Industry

Apple

Accenture Plc

Applied Materials

Amphenol

Costco

Graco

Home Depot

Jack Henry & Associates

Lowe's

Mastercard

Monolithic Power Systems

Microsoft

Northrop Grumman

Roper Technologies

Sherwin-Williams

Texas Instruments

Visa

Vanguard Dividend Appreciation ETF

There are 18 stocks on my dividend growth watchlist for March 2023. More than half of the stocks on my watchlist for this month are currently undervalued based on dividend yield theory.

Dividend Growth Stock Watchlist - March 2023

Blackrock Inc

Bayerische Motoren Werke AG

CVS Health

Johnson & Johnson

Nordstrom

Coca-Cola

Southwest Airlines

Morgan Stanley

Pfizer

Toyota Motor

Unilever

Fortune Magazine February/March 2023 Issue listed 50 World's Most Admired (WMA) companies based on a poll of "some 3,760 corporate executives, directors, and securities analysts." Acclaim from the wider business community, plus standing among rivals, both factored into the ranks. For the sixteenth year in a row, Apple topped all.

3 Ideal Dividend Buys From Fortune's World's Most Admired All Stars 2023

NEW YORK--(BUSINESS WIRE)---- $SCHW #SCHW--WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of The Charles Schwab Corporation (NYSE: SCHW) resulting from allegations that Schwab may have issued materially misleading business information to the investing public.

SCHW NOTICE: ROSEN, TRUSTED NATIONAL TRIAL COUNSEL, Encourages The Charles Schwab Corporation Investors to Inquire About Securities Class Action Investigation – SCHW

You've probably seen articles touting “the best Black Friday deals we've found” and so forth.

The best equity ETFs you can buy at Vanguard, Fidelity and Charles Schwab

Amazon

Alibaba

Alphabet

Tesla

Some hedge funds are known to deliver market-beating returns, so many retail investors want to know which stocks hedge funds are betting on.

These Were the Top 10 Hot Stocks Among Hedge Funds in Q4 2022

Block

Bridgewater Associates, the fund formerly run by Ray Dalio, has more than $235 billion in assets under management.

The World's Largest Hedge Fund Recently Loaded Up in This Sector

Prologis

With so many vagaries clouding the present market environment, one possible avenue for success is to align your portfolio with your favorite hedge fund stocks. Simultaneously celebrated and vilified, this special brand of institutional investor might give you an edge.

7 Stocks That Hedge Funds Are Flooding Into. Should You?

Near-term headwinds will weigh on this company in the first half of 2023.

This Financial Giant Got a Rare Double Downgrade. Is It Still a Buy?

News for Charles Schwab Stock (SCHW)