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

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

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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)

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

Applied Materials

Intel

Micron Technology

Omnicom Group

S&P Global

Verizon

Cisco Systems

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

News for Charles Schwab Stock (SCHW)