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

Despite a rise in volatility, Schwab (SCHW) is not expected to have witnessed much growth in first-quarter 2022 trading revenues due to relatively lower client activity.

Is a Positive Earnings Surprise Likely for Schwab (SCHW) in Q1?

Bank of America

Bank of New York Mellon

Synchrony Financial

Before markets opened Wednesday, JPMorgan beat a modest revenue estimate and missed on profits.

Earnings Previews: Bank of America, BNY Mellon, Charles Schwab, Synchrony

Charles Schwab is scheduled to report its fiscal Q1 2022 results on Monday, April 18, 2022. We expect it to beat the consensus estimates for revenues and earnings.

What To Expect From Charles Schwab Stock In Q1?

Signature Bank

State Street

"I think it's a good time to pay some attention to the underappreciated financials with GARP appeal," the "Mad Money" host said.

CNBC's Jim Cramer says these four financial GARP stocks are investable

SoFi Technologies

Both of these online-oriented financial services companies have their merits, but one is a smarter pick.

Better Buy: SoFi vs. Charles Schwab

Charles Schwab (SCHW) announced the upcoming rollout of Schwab Personalized Indexing, direct indexing for smaller investors.

Schwab (SCHW) Introduces Schwab Personalized Indexing

DuPont de Nemours

Dollar General

Oshkosh

Target

Uber

These are the seven most undervalued stocks to consider purchasing as we head into April in consideration of a complex, troubled economy. The post The 7 Most Undervalued Stocks to Buy in April appeared first on InvestorPlace.

The 7 Most Undervalued Stocks to Buy in April

Aflac

Public Storage

Tradeweb Markets

U.S. Bancorp

MetLife

Wells Fargo

The Federal Reserve is embarking on a prolonged rate hiking campaign. These seven stocks to buy will profit from this development.

7 Stocks to Buy as the Fed Raises Rates

Silvergate Capital Corp

The Federal Reserve plans to raise interest rates six times this year to combat inflation.

3 Stocks to Buy Today With Interest Rates Rising

Interactive Brokers

Stock markets rose sharply in anticipation of the central bank's latest decision.

These 2 Stocks Are Rooting for a Fed Rate Hike

Unfavorable markets hurt Schwab's (SCHW) total client assets balance in February. Yet, solid core asset balance is expected to keep supporting its top-line growth.

Schwab (SCHW) February Client Assets Fall Q/Q on Markets Woes

WESTLAKE, Texas--(BUSINESS WIRE)-- #ADVANTAGEconference--Schwab Advisor Services expands its annual event and education line-up with a new conference experience designed for emerging, growth-minded advisors.

Schwab Advisor Services Expands Events & Education Line-Up

BellRing Brands Inc

Cooper-Standard Holdings

Post Holdings

NEW YORK, March 4, 2022 /PRNewswire/ -- S&P Dow Jones Indices will make the following changes to the S&P 100, S&P MidCap 400 and S&P SmallCap 600: S&P 500 constituent The Charles Schwab Corp. (NYSE: SCHW) will replace Biogen Inc. (NASD: BIIB) in the S&P 100 effective prior to the opening of trading on Monday, March 21 to coincide with the quarterly rebalance. Biogen will remain in the S&P 500.

Charles Schwab Set to Join S&P 100; BellRing Brands to Join S&P MidCap 400; Cerence to Join S&P SmallCap 600

Amphenol

Blackrock Inc

Ball

Cigna

FedEx

Home Depot

Humana

Mastercard

Monolithic Power Systems

Sherwin-Williams

Tractor Supply

Texas Instruments

Visa

I present my top 15 high-growth dividend stocks to consider during the month of March.

My Top 15 High Growth Dividend Stocks For March 2022

Net interest revenue is growing prodigiously despite the fact that interest rates are near historic lows.

Schwab Continues To Find Success

I believe the TD Ameritrade acquisition will create synergies used to attract new clients and assets to the Schwab platform.

Charles Schwab: Current Catalysts Have Alpha Potential

Discount broker Charles Schwab (NYSE: SCHW) stock has weathered the market sell-off relatively unscathed as shares have been trading in a 10-point range.

Schwab Stock is a Play on Retail Trading

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

Why Is The Charles Schwab Corporation (SCHW) Down 2.4% Since Last Earnings Report?

WESTLAKE, Texas--(BUSINESS WIRE)-- #Schwab--Investors are divided in their sentiment toward the stock market, according to Charles Schwab's Q1 2022 Retail Client Sentiment Report.

Schwab Q1 Retail Client Sentiment Survey: Investors Divided on Stock Market Sentiment But Majority Feel Better Off Financially Compared to a Year Ago

Rise in client assets and solid core asset balance are expected to keep supporting Schwab's (SCHW) top-line growth.

Schwab (SCHW) January Client Assets Up Y/Y on Market Volatility

American Tower

Hershey

MVB Financial

Prudential Financial

Exxon Mobil

The Federal Reserve is looking to raise interest rates aggressively going forward. These stocks are positioned to profit from rate hikes.

7 Best Stocks to Buy to Protect Your Portfolio From the Possibility of 5+ Rate Hikes

Marriott

Elfun Trusts (Trades, Portfolio), part of Boston-based State Street Global Advisors, disclosed this week that its top five trades during the fourth quarter of 2021 included new holdings in Charles Schwab Corp. ( SCHW , Financial) and Marriott International Inc. ( MAR , Financial) and the closure of its positions in PepsiCo Inc. ( PEP , Financial), Corning Inc. ( GLW , Financial) and ServiceNow Inc. ( NOW , Financial).

Elfun Trusts Checks Into Charles Schwab, Marriott in 4th Quarter

Citigroup

JPMorgan Chase & Co

Prosperity Bancshares

Truist Financial

With the Federal Reserve signaling higher interest rates and thus rising borrowing costs, these viable bank stocks may benefit. The post 7 Bank Stocks to Buy as Goldman Sachs Girds for 5+ Rate Hikes appeared first on InvestorPlace.

7 Bank Stocks to Buy as Goldman Sachs Girds for 5+ Rate Hikes

Becton, Dickinson and Co.

SS&C Technologies Hlds

Diamond Hill Capital (Trades, Portfolio) recently disclosed its 13F portfolio updates for the fourth quarter of 2021, which ended on Dec. 31.

Diamond Hill Capital Makes New Tech Bets, Sells Charles Schwab

New rate hikes take effect later this year. Now is the time for investors to prepare their stock portfolios for what's to come.

1 Top Stock That Can Benefit From Rising Interest Rates Over the Next Decade

News for Charles Schwab Stock (SCHW)