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.

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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

NEW YORK--(BUSINESS WIRE)---- $SCHW--The law firm of Kirby McInerney LLP is investigating potential claims against Charles Schwab Corporation (“Charles Schwab” or the “Company”) (NYSE: SCHW). The investigation concerns whether Schwab has violated the federal securities laws and/or engaged in other unlawful business practices. On July 2, 2021, Charles Schwab said it will take a $200 million charge in the second quarter related to a U.S. Securities and Exchange Commission probe of its robo-adviser platform

INVESTOR ALERT: Kirby McInerney LLP Announces an Investigation of Shareholder Claims Against Charles Schwab Corp.

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According to the Aggregated Portfolio of Gurus, a Premium feature of GuruFocus, four stocks that the Yacktman Fund (Trades, Portfolio) and the Parnassus Endeavor Fund (Trades, Portfolio) agree on as of the March quarter are Charles Schwab Corp. ( SCHW , Financial), Bank of New York Mellon Corp. ( BK , Financial), Microsoft Corp. ( MSFT , Financial) and Cisco Systems Inc. ( CSCO , Financial).

4 Stocks the Yacktman Fund and Parnassus Endeavor Fund Agree On

SAN DIEGO, July 8, 2021 /PRNewswire/ -- Shareholder Rights Law Firm Johnson Fistel, LLP, is investigating potential claims against The Charles Schwab Corporation (NYSE: SCHW) ("Charles Schwab" or the "Company") for violations of federal securities laws and potentially related corporate mismanagement. On July 2, 2021, Charles Schwab said it will take a $200 million charge in the second quarter related to a U.S. Securities and Exchange Commission probe of its robo-adviser platform.

SCHW Alert: Johnson Fistel Launches Investigation into Charles Schwab - Investors Encouraged to Contact the Firm

Charles Schwab's $200 million fine signals a likely industry-wide review of operations by the SEC in a bid to unearth conflicts of interest.

Charles Schwab's $200 million fine signals SEC scrutiny of robo-advisors

NEW YORK, July 7, 2021 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of The Charles Schwab Corporation ("Charles Schwab" or the "Company") (NYSE: SCHW). Such investors are advised to contact Robert S.

SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of The Charles Schwab Corporation - SCHW

Schwab (SCHW) is likely to incur a $200-million charge in Q2, following the disclosure of an investigation by the SEC related to its robo-advisory platform.

Schwab (SCHW) Down on Robo-Advisor Probe, to Incur $200M Charge

Charles Schwab Corp. shares slid 1.8% Friday, after the brokerage and wealth management company said it expects to book a charge of at least $200 million in the second quarter relating to a Securities and Exchange Commission investigation of its robo-advisory business.

Charles Schwab expects charge of least $200 million in second quarter as SEC probes its robo-advisory business

July 2 (Reuters) - Charles Schwab Corp (SCHW.N) on Friday revealed an investigation by the U.S. Securities and Exchange Commission (SEC) related to historic disclosures involving Schwab Intelligent Portfolios, the retail brokerage's robo adviser.

Charles Schwab says SEC investigating robo adviser disclosures, warns of Q2 results hit

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These income stocks boast huge dividend growth rates and should generate large passive income streams over the next decade. The post 10 Best Stocks to Buy to Build Up Passive Income Streams appeared first on InvestorPlace.

10 Best Stocks to Buy to Build Up Passive Income Streams

WESTLAKE, Texas--(BUSINESS WIRE)-- #401kplans--Workers' confidence in achieving retirement goals has risen sharply since last year according to a new survey from Schwab Retirement Plan Services.

Schwab 401(k) Survey Shows Sharp Increase in Confidence and Demand for Financial Advice

WESTLAKE, Texas--(BUSINESS WIRE)-- #CharlesSchwab--Schwab Advisor Services™ announced its new digital onboarding capabilities will be available to independent advisor clients beginning next month.

Schwab Advisor Services Announces Digital Account Onboarding

As we kicked off 2021, we highlighted two top contrarian picks for the new year.

Founder and CEO Bernie Schaeffer on Charles Schwab Stock

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%.

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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

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News for Charles Schwab Stock (SCHW)