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

At its current price of $62 per share, it is trading 32% below its fair value of $92 – Trefis' estimate for Charles Schwab's valuation.

Where Is Charles Schwab Stock Headed?

UBS upgrades shares of Charles Scwab, saying the recent selloff in the stock has made the discount brokerage more attractive.

Schwab Is 'Relatively Insulated' From Market Risks. The Stock Is a Buy, Analyst Says.

Schwab Short-Term US Treasury ETF

Schwab US TIPS ETF

Charles Schwab Corp.'s SCHW, -1.43% Schwab Asset Management unit said Tuesday it'll trim operating expense ratios of seven passively managed exchange-traded funds (ETFs) and three actively managed mutual funds. The changes are in addition to fee reductions that took effect in December for five of the seven fixed income ETFs included in Tuesday's price cut.

Charles Schwab shaves fees on seven passive ETFs and three actively-managed ETFs

Los Angeles, California--(Newsfile Corp. - June 18, 2022) - The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of The Charles Schwab Corporation ("Charles Schwab" or "the Company") (NYSE: SCHW) for violations of the securities laws.The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors. The SEC announced on June 13, 2022, that it...

ONGOING INVESTIGATION REMINDER: The Schall Law Firm Encourages Investors in The Charles Schwab Corporation with Losses of $100,000 to Contact the Firm

WESTLAKE, Texas--(BUSINESS WIRE)--Today and for the sixth consecutive year, Points of Light, the world's largest nonprofit dedicated to accelerating people-powered change, recognized Charles Schwab among the 50 most community-minded companies in the U.S. For 10 years, The Civic 50 has provided a national standard for corporate citizenship and showcases how companies can use their time, skills, and resources to drive social impact in their communities and company. The Civic 50 honorees are compa

Charles Schwab Recognized by Points of Light for Driving Social Impact in Communities

WESTLAKE, Texas--(BUSINESS WIRE)-- #SchwabPrivateClient--Charles Schwab announced plans to change the name of its premier advisory solution, Schwab Private Client (SPC), to Schwab Wealth Advisory (SWA).

Entering Its Third Decade, Schwab's Premier Advisory Solution Announces Plans for New Name That Reflects Comprehensive Wealth Management Capabilities

Schwab (SCHW) provides upbeat Q2 revenue guidance on higher client activity during the quarter. This, along with higher net new assets balance in May 2022, leads to bullish investor sentiments.

Schwab (SCHW) Up on Solid Q2 View, Rise in May Net New Assets

Los Angeles, California--(Newsfile Corp. - June 15, 2022) -  The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of The Charles Schwab Corporation ("Charles Schwab" or "the Company") (NYSE: SCHW) for violations of the securities laws.The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors. The SEC announced on June 13, 2022, that it...

INVESTIGATION NOTICE: The Schall Law Firm Encourages Investors in The Charles Schwab Corporation with Losses of $100,000 to Contact the Firm

Schwab (SCHW) agrees to pay $187 million to settle the SEC charges that it mislead robo-adviser clients by not disclosing the less profitable fund allocations.

Schwab (SCHW) Settles Charges Related to Robo-Adviser Clients

NEW YORK--(BUSINESS WIRE)--WHY: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of The Charles Schwab Corporation (NYSE: SCHW) resulting from allegations that Charles Schwab may have issued materially misleading business information to the investing public. SO WHAT: If you purchased Charles Schwab securities you may be entitled to compensation without payment of any out of pocket fees or costs through a conti

SCHW INVESTOR NOTICE: Rosen Law Firm Encourages The Charles Schwab Corporation Investors with Losses to Inquire About Securities Class Action Investigation – SCHW

The Securities and Exchange Commission alleged the firm didn't disclose a "cash drag" to clients of Schwab Intelligent Portfolios.

Charles Schwab to pay $187 million to settle SEC charges that it misled robo-advisor clients on fees

The Securities and Exchange Commission said Monday that three investment adviser subsidiaries of Charles Schwab Corp. agreed to pay $187 million to settle charges that they misled clients about fees in the broker's robo-adviser program, Schwab Intelligent Solutions.

Charles Schwab pays fine for misleading robo-adviser clients

WESTLAKE, Texas--(BUSINESS WIRE)--The Charles Schwab Corporation has reached a settlement with the U.S. Securities and Exchange Commission related to the Schwab Intelligent Portfolios

Schwab Statement on Settlement With SEC Related to 2015-2018 Disclosures for Schwab Intelligent Portfolios®

The Securities and Exchange Commission said Monday that three investment adviser subsidiaries of Charles Schwab Corp. SCHW, -2.94% agreed to pay $187 million to settle charges that they misled clients about fees in the broker's robo-adviser program, Schwab Intelligent Solutions. The SEC charged Schwab for not disclosing that they were allocating client funds in a manner that their own internal analysis showed would be less profitable for their clients under most market conditions.

Charles Schwab pays fine for misleading robo-adviser clients about fees

The U.S. Securities and Exchange Commission (SEC) on Monday said it charged three Charles Schwab Corp investment adviser subsidiaries with failing to disclose less profitable fund allocations.

Charles Schwab subsidiaries to pay $187 million to settle SEC charges

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Exchange executives are wondering if tough times are ahead as SEC Chair Gary Gensler speaks at a key conference.

Trading exchange execs ask if tough times are ahead as market-altering rules loom

WESTLAKE, Texas--(BUSINESS WIRE)-- #CharlesSchwab--Charles Schwab has been named as one of Forbes Best Employers for New Graduates for 2022, ranking fifth overall.

Charles Schwab Ranks Fifth Overall and First for Banking and Financial Services on Forbes' 2022 List of “Best Employers for New Graduates”

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I present my top 15 high-growth dividend stocks to consider during the month of June. The watchlist performed well in May but is still down 9.59% this year.

My Top 15 High Growth Dividend Stocks For June 2022

Charles Schwab Corporation (NYSE: SCHW) has taken a significant hit to its stock price this year, but JPMorgan Chase is convinced a full recovery is on the cards. Charles Schwab stock has 50% upside from here The investment bank sees Schwab as well-positioned to benefit from higher rates.

JPMorgan: Charles Schwab could be a $97 stock

Schwab's (SCHW) inorganic growth efforts and initiatives to augment trading revenues remain impressive. Yet, elevated expenses might hamper bottom-line growth.

Inorganic Growth Efforts Aid Schwab (SCHW) Amid Cost Concerns

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

Why Is The Charles Schwab Corporation (SCHW) Down 15.2% Since Last Earnings Report?

Record high client cash disbursements hurt Schwab's (SCHW) total client assets balance in April 2022.

Schwab (SCHW) April Client Assets Down on Cash Disbursements

Itau Unibanco Holding S.A.

Brazilian lender Itau Unibanco Holding SA on Thursday denied it was in talks with Charles Schwab Corp to sell a stake in broker XP Inc to the U.S. discount brokerage.

Itau denies talks to sell stake in XP to Charles Schwab

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Hasbro

These are the best legal insider buying stocks to invest in now. SCHW, GE and HAS can make great investments.

3 Stocks CEOs Are Buying Heading Into May 2022

Interest-bearing assets now total over $632 billion. Schwab's net interest margin is expected to rise to 1.85% by 4Q22.

Schwab Benefits From High Interest Rates

News for Charles Schwab Stock (SCHW)