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

But peeking under the hood, the month-over-month comparisons aren't so impressive.

Charles Schwab Client Assets Nearly Doubled in May

Schwab (SCHW) records a 1% sequential and 84% year-over-year rise in total client assets in May 2021.

Schwab's (SCHW) May Metrics Improve as Markets Appreciate

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There are 21 stocks on my dividend growth watchlist for June 2021. The average 10-year dividend growth rate for these stocks is 15.67%.

Dividend Growth Stock Watchlist - June 2021

Morgan Stanley

The two financial services firms have made huge acquisitions in recent years to diversify income and weather any environment.

Morgan Stanley and Charles Schwab Have Crushed It This Year. Which One Should You Buy?

FORT WORTH, Texas--(BUSINESS WIRE)--Charles Schwab is honored to congratulate Jason Kokrak on his victory at the 2021 Charles Schwab Challenge. With his score of 14 under par, Kokrak captured the iconic Leonard Trophy and will have his name etched in stone on the Wall of Champions at Colonial Country Club. He was also presented with a one-of-a-kind, Champion's Prize ― a custom “restomod” 1946 Schwab Power Wagon truck. During Sunday's champion's ceremony on the 18th hole, Kokrak was officially a

Charles Schwab Congratulates Jason Kokrak as Champion of the 2021 Charles Schwab Challenge

Charles Schwab has demonstrated strong results since its transformative acquisition of TD Ameritrade. It's set to benefit from increased engagement with the stock market from younger investors, and its cryptocurrency capabilities may offer new avenues for growth.

3 Reasons Charles Schwab Is A Buy Today For A Rich Retirement

Opportunistic acquisitions, efforts to improve trading revenues and solid balance sheet position will keep supporting Schwab (SCHW) in the quarters ahead.

Schwab (SCHW) Rides on Strategic Buyouts, Expenses Rise

FORT WORTH, Texas--(BUSINESS WIRE)--Schwab today unveiled this year's one-of-a-kind Champion's Prize for the 2021 Charles Schwab Challenge golf tournament and the iconic event's 75th anniversary – a 1946 Schwab Power Wagon. The prize was unveiled shortly after the firm announced a four-year extension of its title PGA TOUR sponsorship at Colonial Country Club though 2026, underscoring Schwab's commitment to this storied event and the Dallas-Fort Worth community. The winner of this year's Charles

Charles Schwab Unveils Champion's Prize for the 2021 Charles Schwab Challenge to Celebrate 75th Anniversary of the Tournament: a 1946 Schwab Power Wagon

Bank of America

Citigroup

UnitedHealth Group

To say that Wall Street portfolio managers tend to talk amongst themselves is probably an understatement, as those in the industry tend to mingle professionally and socially.

Hedge and Mutual Fund Managers Love These Red-Hot Financials

Evercore

Interactive Brokers

Moelis

5 Stocks to Outshine the Booming Investment Bank Industry

Not every stock in the ARK Investment portfolio has a high multiple.

Hey, Cathie Wood Fans, Here's a Value Stock You Might Love

The new Schwab doesn't look all that different from the old Schwab, and that's a good thing.

Where Does Schwab Make Its Money Now That It Owns TD Ameritrade?

Schwab (SCHW) records a 4% sequential and 94% year-over-year rise in total client assets in April 2021.

Schwab's (SCHW) April Metrics Improve on Upbeat Markets

WESTLAKE, Texas--(BUSINESS WIRE)-- #Schwab--The Board of Directors of The Charles Schwab Corporation has declared a preferred stock dividend.

Schwab Declares Preferred Stock Dividend

Fidelity National Information

Itau Unibanco Holding S.A.

Petroleo Brasileiro

XP Investimentos

XP Inc. ( XP , Financial) is a Brazilian brokerage firm that is in extreme growth mode. The company is taking on new customers and assets under management are soaring.

Brazilian Broker XP in Growth Mode

Having gained around 150% since the March 23 lows of last year, at the current price near $72 per share, we believe Charles Schwab's stock is trading above its near-term potential. Charles Schwab, the largest brokerage firm in the U.S., has seen its stock increase from $29 to $72 off the March 2020.

At $72, Is Charles Schwab Stock Still Attractive?

AMTD International Inc

ETRADE

TD Ameritrade, Robinhood, E*Trade, Charles Schwab (NYSE:SCHW), and Webull collected $1.02 billion in payment for order flow in the first quarter of the year. $436 million of these payments came from equity trades, while $587 million have been paid for options trades

Top 5 Brokers Raked In Over $1 Billion Payment For Order Flow During The First Quarter Of 2021

Texas Instruments

Diamond Hill Capital (Trades, Portfolio) sold shares of the following stocks during the first quarter of 2021, which ended on March 31.

Diamond Hill Capital Cuts Charles Schwab, Texas Instruments

WESTLAKE, Texas--(BUSINESS WIRE)--6,000 Schwab employees to serve more than 130 nonprofits nationwide during Schwab Volunteer Month

Schwab's Volunteer Week Goes Virtual, Expands to Month of Service

Charles Schwab Corp. disclosed Thursday that Chairman Charles R. Schwab sold 100,000 shares of his namesake brokerage and wealth management company the previous day, and has now sold 410,000 shares this week.

Charles Schwab sold off more than 1 million shares of namesake brokerage in the past week

Charles Schwab Corporation (NYSE: SCHW) shares traded higher by 1% on Tuesday after the stock landed a high-profile analyst upgrade. The Analyst: On Tuesday, Credit Suisse analyst Craig Siegenthaler upgraded Charles Schwab from Neutral to Outperform and raised his price target from $74 to $86.

Credit Suisse Upgrades Charles Schwab, Sees Path To $5 EPS

Higher interest rates and revenue synergies from the TD Ameritrade merger should fuel more gains in Schwab's stock, several analysts say.

Schwab's Stock Has Been a Hit. Wall Street Sees It Climbing Even Higher.

FORT WORTH, Texas--(BUSINESS WIRE)--With one month remaining until the world's best golfers tee off at Colonial Country Club for the 2021 Charles Schwab Challenge, Schwab today announces this year's programming elements – from the return of a special Champion's prize, to popular fan engagement programs – that will lead the celebration of the tournament's 75th anniversary, set for May 27-30 in Fort Worth, TX. While the worldwide pandemic postponed last year's tournament until June, it returns to

2021 Charles Schwab Challenge to Honor 75th Anniversary Celebration of Golf at Historic Texas Tournament

Nomura Holdings

NMR vs. SCHW: Which Stock Is the Better Value Option?

NMR vs. SCHW: Which Stock Should Value Investors Buy Now?

Charles Schwab opened more retail accounts during the first quarter of 2021 than it did during all of 2020, with figures from the broker highlighting the recent boom in new market participants. The company as part of its earnings report on Thursday said it opened 3.2 million new brokerage accounts during the first three months of this year, exceeding its total for 2020, excluding accounts it acquired through recent mergers with other brokerages.

Charles Schwab added 3.2 million retail investor accounts in the 1st quarter, more than in all of 2020 (SCHW, RUT, INX, DJIA, COMPX, NDX)

News for Charles Schwab Stock (SCHW)