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

Solid client activity and acquisitions lead to rise in revenues and higher client assets. These support Schwab's (SCHW) Q1 earnings.

Schwab (SCHW) Q1 Earnings Beat Estimates, Revenues Surge Y/Y

The Charles Schwab Corporation (SCHW) delivered earnings and revenue surprises of 2.44% and 3.11%, respectively, for the quarter ended March 2021. Do the numbers hold clues to what lies ahead for the stock?

The Charles Schwab Corporation (SCHW) Tops Q1 Earnings and Revenue Estimates

Schwab added a record 3.2 million new clients in the first quarter of 2021.

Schwab adds 3.2 million new brokerage accounts in first quarter – more than all of 2020

Shares of Charles Schwab (NYSE:SCHW) moved higher by 1.3% in pre-market trading after the company reported Q1 results. Quarterly Results Earnings per share rose 35.48% over the past year to $0.84, which beat the estimate of $0.82.

Charles Schwab: Q1 Earnings Insights

WESTLAKE, Texas--(BUSINESS WIRE)-- #CharlesSchwab--The Charles Schwab Corporation announced record first quarter earnings per share.

Schwab Reports Record First Quarter Earnings Per Share

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The Parnassus Endeavor Fund ( Trades , Portfolio) has revealed its portfolio for the first quarter of 2021. Top trades during the quarter include reductions in the fund's Micron Technology Inc. (NASDAQ:MU) and Applied Materials Inc. (NASDAQ:AMAT) holdings alongside new buys into Verizon Communications Inc. (NYSE:VZ), S&P Global Inc. (NYSE:SPGI) and Omnicom Group Inc. (NYSE:OMC).

Parnassus Endeavor Fund's Top 1st-Quarter Trades

The shares of Charles Schwab Corporation (NYSE:SCHW) are down 1.9% to trade at $66.41 at last check.

Option Bears Target SCHW After Recent Rally

While Schwab's (SCHW) trading revenues are likely to have risen in Q1 amid higher market volatility, its interest revenues are not expected to have improved significantly.

Volatility, Client Activity to Aid Schwab's (SCHW) Q1 Earnings

The shares of Charles Schwab (NYSE: SCHW) have received a price target increase from $70 to $76 by Jefferies. These are the details.

SCHW Stock: $76 Target (Up From $70) By Jefferies

Solid macroeconomic factors and inorganic expansion strategy are expected to continue supporting Schwab's (SCHW) financials in the quarters ahead.

Here's Why Schwab (SCHW) Stock is Worth Adding to Your Portfolio

WESTLAKE, Texas--(BUSINESS WIRE)-- #Schwab--The Charles Schwab Corporation announced redemption of all 600,000 outstanding shares of its 6.00% Non-Cumulative Perpetual Preferred Stock, Series C

Schwab Announces Redemption of All Outstanding Depositary Shares Representing Interests in Its 6.00% Non-Cumulative Perpetual Preferred Stock, Series C

Shares of Charles Schwab Corporation (NYSE: SCHW) traded higher on Monday after a Wall Street analyst added the stock to his Conviction Buy list. The Analyst: Goldman Sachs analyst Will Nance added Buy-rated Charles Schwab to Goldman's Conviction List and raised his price target from $67 to $77.

Goldman Sachs Adds Charles Schwab To Conviction List As Retail Trading Frenzy Continues

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With the trading day more than halfway over, the broad markets were pushing much higher on a really positive jobs report from Friday.

Charles Schwab, Chesapeake Energy, Citigroup and More Monday Afternoon Analyst Calls

Charles Schwab should benefit from higher interest rates and strong trading activity, said Goldman Sachs, which moved the stock to its "conviction list."

Schwab Stock Could Be a Bargain as Bond Yields Rise

WESTLAKE, Texas--(BUSINESS WIRE)-- #CSIM--Charles Schwab Investment Management to Launch Schwab International Dividend Equity ETF and is expected to begin trading on or around April 29, 2021.

Charles Schwab Investment Management to Launch Schwab International Dividend Equity ETF

Charles Schwab has left the U.S. Chamber of Commerce, a move that comes as the firm and the lobbying group alter their respective political activities.

Charles Schwab leaves U.S. Chamber of Commerce as both change their political activities

WESTLAKE, Texas--(BUSINESS WIRE)-- #CharlesSchwab--The Charles Schwab Corporation announced an underwritten public offering of depositary shares.

Schwab Announces Depositary Shares Offering

WESTLAKE, Texas--(BUSINESS WIRE)-- #BabyBoomers--Tenth edition of Schwab's ETF Investor Study shows strong and growing appetite for ETFs

Tenth Edition of Schwab's ETF Investor Study Shows Strong and Growing Appetite for ETFs

Acquisitions and strategic initiatives along with favorable macroeconomic factors are expected to keep supporting Schwab's (SCHW) financials. This, in turn, is likely to lead to further price appreciation.

Schwab (SCHW) Surges 23.5% YTD: Will the Rally Continue?

After more than a 130% rally since the March 23 lows of last year, at the current price of $66 per share, we believe Charles Schwab Stock is trading above its near-term potential. Charles Schwab, the largest brokerage firm in the U.S. (after the TD Ameritrade acquisition), has seen its stock rally.

At $66, Charles Schwab Stock Is A Bit Expensive

The company has seen its stock rise 85% since September. Here's why it can keep winning.

1 Reason Charles Schwab Can Keep Winning

Volatile equity markets and rising market share due to acquisitions support Schwab's (SCHW) metrics in February.

Schwab's (SCHW) February Metrics Improve on Volatile Markets

Shares of Charles Schwab Corp. rose 1.3% in premarket trading Friday, after the discount brokerage released its monthly activity update, which showed new brokerage accounts in February more than tripling from the year-ago increase. The company said core net new assets brought to Schwab in February totaled $51.4 billion.

Schwab new brokerage accounts tripled in February amid 'massive surge' in social media-influenced trading

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The retail trading revolution is about propel another resurgence of market capital, with a $1,400 stimulus check preparing to hit many American's bank accounts.

News for Charles Schwab Stock (SCHW)