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

Robinhood may be the flashier name, but Schwab has delivered the better results.

Worried About Robinhood? This Broker's Stock Is a Better Buy

NEW YORK--(BUSINESS WIRE)--National investor fraud law firm, KlaymanToskes ("KT"), continues its investigation of and is filing a FINRA arbitration claim against TD Ameritrade on behalf of an investor who sustained losses in GPB Holdings, LP and other related non-registered private placement securities resulting from recommendations from their investment advisor through the TD Ameritrade AdvisorDirect® Referral Program. TD Ameritrade, which was recently acquired by Charles Schwab (NYSE: SCHW),

TD AMERITRADE GPB CAPITAL INVESTOR ALERT: National Investor Fraud Law Firm KlaymanToskes Continues Investigation Of, Files Claim Against TD Ameritrade Seeking $500,000+ on Behalf of GPB Investor Through TD AMERITRADE ADVISORDIRECT® Referral Program

Applied Materials

Amphenol

Activision Blizzard

Humana

Lowe's

Lam Research

Mastercard

Monolithic Power Systems

Morgan Stanley

NVIDIA

T. Rowe Price Group

Texas Instruments

UnitedHealth Group

West Pharmaceutical Services

I present my top 15 dividend growth stocks to consider during the month of November. Last month's list returned 8.52% in October, outpacing SPY by 1.5%.

Top 15 Dividend Growth Stocks For November 2021

WESTLAKE, Texas--(BUSINESS WIRE)-- #SchwabAdvisorServices--Schwab Advisor Services hosts second Technology Forum for third-party advisor technology providers.

Schwab Advisor Services Hosts Second Technology Forum for Third-Party Technology Providers Serving Independent Advisors

WESTLAKE, Texas--(BUSINESS WIRE)-- #DigitalAdvisorSolutions--Schwab Advisor Services announced key enhancements to iRebal®, TD Ameritrade Institutional's customizable portfolio rebalancing & management solution.

Schwab Advisor Services Announces Key Enhancements to iRebal®

As for automated advice, Fidelity is the best choice for low-cost investments, but Charles Schwab offers lower advisory fees and more account options.

Fidelity vs. Charles Schwab: How the automated investing accounts compare

Cadence Design Systems

Discover

Merck

Omnicom Group

PepsiCo

VMware

The Parnassus Endeavor Fund (Trades, Portfolio) released its third-quarter portfolio earlier this week, revealing potential value opportunities as supply chain disruptions and other economic headwinds continue to impact the market.

Dodson's Parnassus Endeavor Fund Enters 2 New Positions, Trims a Top Holding

Does The Charles Schwab Corporation (SCHW) have what it takes to be a top stock pick for momentum investors? Let's find out.

Here's Why Momentum Investors Will Love The Charles Schwab Corporation (SCHW)

Charles Schwab(NYSE:SCHW) stock fell by 0.43% on Monday after the company reported its Q3 earnings results on Friday, October 15, 2021 at 08:45 AM. Here's what investors need to know about the announcement.

Recap: Charles Schwab Q3 Earnings

Rise in client asset balance and TD Ameritrade acquisition deal support Schwab's (SCHW) Q3 results.

Schwab (SCHW) Q3 Earnings & Revenues Beat Estimates, Costs Up

Shares of Charles Schwab Corp. SCHW, +2.41% climbed 1.1% toward another record in premarket trading Friday, after the discount broker reported third-quarter profit and revenue that rose above expectations, as continued bullish investor sentiment helped produce a five-fold increase in trading revenue. Net income rose to $1.53 billion, or 74 cents a share, from $698 million, or 48 cents a share, in the year-ago period.

Charles Schwab stock rises toward another record after profit, revenue rise above forecasts

WESTLAKE, Texas--(BUSINESS WIRE)-- #CharlesSchwab--The Charles Schwab Corporation announced that its net income for the third quarter of 2021 was a record $1.5 billion.

Schwab Reports Record Quarterly Earnings Per Share

Accenture Plc

Bank of New York Mellon

Blackrock Inc

Comcast

Canadian National Railway Company

Cintas Corp

Expeditors International of Washington

General Dynamics

Home Depot

Hershey

Lockheed Martin

McCormick

Northrop Grumman

Roper Technologies

Royal Bank of Canada

Toronto-Dominion Bank

U.S. Bancorp

Visa

Vanguard Dividend Appreciation ETF

There are 25 stocks on my dividend growth watchlist for October 2021. Six of the stocks on my watchlist are currently undervalued based on dividend yield theory.

Dividend Growth Stock Watchlist - October 2021

Schwab (SCHW) is expected to have witnessed a decline in third-quarter 2021 trading revenues due to market normalization.

Normalized Trading to Hurt Schwab (SCHW) in Q3 Earnings

WESTLAKE, Texas--(BUSINESS WIRE)-- #CharlesSchwab--The Charles Schwab Corporation announced the appointment of Rick Wurster as President of The Charles Schwab Corporation effective October 15, 2021.

The Charles Schwab Corporation Announces the Promotion of Rick Wurster to President

Domino's Pizza

Intercontinental Exchange

Intuit

Moody's

MarketAxess Holdings

MSCI

Microsoft

Sherwin-Williams

Thermo Fisher Scientific

I present 30 High Growth Dividend Stocks for consideration in October 2021. The watchlist from September 2021 had a -4.14% return last month beating both VIG and SPY.

High Growth Dividend Stocks For October 2021

American Tower

Crown Castle International

Equinix

iShares Cohen & Steers REIT ETF

iShares U.S. Real Estate ETF

Prologis

Public Storage

Schwab U.S. REIT ETF

Vanguard Real Estate ETF

Real Estate Select Sector SPDR Fund

A closer look at some of the top REIT ETFs.

Investing in REIT ETFs

WESTLAKE, Texas--(BUSINESS WIRE)-- #CharlesSchwab--The Schwab IMPACT® 2021 event brings compelling speaker pairings and enhanced virtual networking opportunities to RIAs.

Schwab IMPACT® 2021 Brings Compelling Speaker Pairings and Enhanced Virtual Networking Opportunities to RIAs

Goldman Sachs

Interactive Brokers

Normalized level of trading and high technological costs pose concerns for the Zacks Investment Bank industry. Yet, industry players like Morgan Stanley (MS), Schwab (SCHW), Goldman (GS), & Interactive Brokers (IBKR) will gain from robust investment banking performance.

4 Investment Banks to Watch Out for in the Buoyant Industry

WESTLAKE, Texas--(BUSINESS WIRE)-- #CharlesSchwab--Schwab Retirement Plan Services ranks #1 in overall satisfaction in the J.D. Power 2021 U.S. Retirement Plan Digital Satisfaction Study.

Schwab Retirement Plan Services Ranks #1 in J.D. Power 2021 U.S. Retirement Plan Digital Satisfaction Study

Charles Schwab is well-positioned to benefit from continued long-term growth in wealth management assets and greater pricing discipline resulting from industry consolidation.

Charles Schwab: Multiple Growth Drivers Make It An Attractive Long-Term Compounder

Fidelity National Financial

When it comes to IRAs, Fidelity is the best choice for low-cost investments, but Charles Schwab is a better option for IRA account options.

Fidelity vs. Charles Schwab: Which IRA is best for you?

Ally Financial

Bank of America

When searching for value investment opportunities, Oakmark Fund manager Bill Nygren (Trades, Portfolio) takes the approach of a business owner, seeing each position as owning a piece of the business as opposed to just a stock certificate.

5 Financial Services Stocks Bill Nygren Likes

News for Charles Schwab Stock (SCHW)