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

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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

Charles Schwab said Wednesday it is laying off about 200 employees amid its integration with TD Ameritrade.

Charles Schwab lays off 200 more employees amid TD Ameritrade integration

Schwab (SCHW) announces another job cut of 200 employees post the acquisition of TD Ameritrade last year.

Schwab (SCHW) Cuts Additional 200 Jobs Post TD Ameritrade Buyout

Lemonade

The stock market is partying like it's 1999 once again. And investors are looking for new ways to participate.

Fintech Stocks in Focus as Retail Bull Blossoms (NYSE: SCHW) (OTC US: FDCT) (NYSE: LMND)

Charles Schwab CEO suggests its in the big leagues, Robinhood not just yet.

Charles Schwab CEO: We didn't restrict stocks like others amid GameStop frenzy

Ingredion

Tyson Foods

Unilever

Yacktman Asset Management (Trades, Portfolio), an investment firm based in Austin, Texas, disclosed this week that its top four buys during the fourth quarter of 2020 were in Charles Schwab Corp. (NYSE:SCHW), Tyson Foods Inc. (NYSE:TSN), Ingredion Inc. (NYSE:INGR) and Unilever PLC (NYSE:UL).

Yacktman Asset Management's Top 4 Buys of the 4th Quarter

Tesla

The New York State Teachers' Retirement System, one of the largest public pension funds in the United States, has piled on shares of Tesla Inc (NASDAQ:TSLA) and Charles Schwab Corporation (NYSE:SCHW), according to filings made with the U.S. Securities and Exchange Commission.

Tesla, Charles Schwab — Stocks NYSRTS, One Of US' 10 Largest Pension Funds, Purchased In Q4

Intel

Oracle

The New York State Teachers' Retirement System initiated a position in the EV stock and added to its holdings of the brokerage's shares.

A Major Pension Bought Tesla and Schwab Stock. Here's What It Sold.

Charles Schwab on Thursday notified users of technical difficulties due to an "unprecedented week of trading.".

Charles Schwab, TD Ameritrade parent, has 'technical issues' due to 'unprecedented week in investing'

Investors reported problems buying and selling stocks on several major trading platforms during a volatile market session on Wednesday. Users were struggling to carry out online trades through both Charles Schwab and TD Ameritrade, which Schwab acquired last year, according to outage-tracking website Downdetector.

Stock trading platforms suffer tech problems amid market mayhem

Ally Financial

Ford Motor Company

Kraton

Top Ranked Momentum Stocks to Buy for January 26th

In its first earnings report since acquiring TD Ameritrade in October, Charles Schwab Corp. (NYSE:SCHW) recorded strong results for fourth-quarter and full-year 2020 before the opening bell on Tuesday.

Charles Schwab Shares Rise on Strong 4th-Quarter Earnings

Schwab's (SCHW) Q4 earnings, which include the performance of TD Ameritrade, get support from rise in client assets and higher revenues.

Schwab (SCHW) Q4 Earnings Beat Estimates, Revenues Surge Y/Y

Schwab now operates nearly 29.6 million brokerage accounts. Assets grew to a record $6.69 trillion at the end of 2020.

Schwab earnings top estimates in first report since TD Ameritrade merger, accounts near 30 million

Shares of Charles Schwab Corp. surged 2.1% in premarket trading Tuesday, after the discount brokerage reported fourth-quarter profit and revenue that beat Wall Street forecasts, as client engagement grew to record levels in 2020. Net income was $1.14 billion, or 57 cents a share, after net income of $852 million, or 62 cents a share, in the year-ago period.

Charles Schwab stock jumps after profit and revenue beats, with trading households rising more than 50%

The Yacktman Focused Fund (Trades, Portfolio) disclosed its fourth-quarter portfolio earlier this week.

Yacktman Focused Fund Focuses on Charles Schwab, Tyson Foods

Evercore

Goldman Sachs

Interactive Brokers

Moelis

5 Top Stocks From the Prospering Investment Bank Industry

While Schwab's (SCHW) trading revenues are likely to have risen in Q4 amid higher market volatility, its interest revenues are not expected to have improved significantly.

Volatility, TD Ameritrade Buyout to Aid Schwab (SCHW) Q4 Earnings

Charles Schwab (SCHW) has seen solid earnings estimate revision activity over the past two months, and belongs to a strong industry as well.

Why Charles Schwab (SCHW) Stock Might be a Great Pick

Charles Schwab, the investment manager and brokerage whose founder and chairman of the same name has donated millions of dollars to keep Republicans in office, said in a statement provided to Insider on Sunday that its political action committee would halt contributions to all lawmakers for the remainder of this year. The firm cited "the extraordinary circumstances related to this election cycle," without explicitly pointing to the violent mob of Trump supporters at the US Capitol last week that has prompted many firms in and outside of financial services to halt some or all political contributions, or to review their political donations.

Charles Schwab, whose founder and chairman is a major GOP donor, will pause political contributions through the rest of the year (SCHW)

To kick off the new year, we compiled 12 of our staff's favorite bull picks for 2021.

Finance Giant on Schaeffer's List of "Must-Buy" Stocks for 2021

Canadian Solar

Coca-Cola

Roku

Bank of America

Freeport-McMoRan

JD.com

Raymond James

T. Rowe Price Group

Universal Health Services

Over halfway through the trading day on Tuesday, and the broad markets have largely traded sideways, although a little positive.

Roku, Bank of America, Coca-Cola, Canadian Solar, and More of Tuesday Afternoon's Analyst Calls

CVS Health

MADISON HEIGHTS, Mich., Dec. 31, 2020 /PRNewswire/ -- The Editorial Advisory and Securities Review Committee of BetterInvesting Magazine today announced CVS Health Corp. (NYSE: CVS) as its "Stock to Study" and Charles Schwab Corp. (NYSE: SCHW) its "Undervalued Stock" in the March 2021...

BetterInvesting™ Magazine Chooses CVS Health Corp. As "Growth" Stock and Charles Schwab Corp. As "Undervalued" For March 2021 Issue

Solid prospects and robust fundamentals make Schwab (SCHW) stock worth investing in right now for 2021.

5 Reasons That Make Schwab (SCHW) Stock Worth Betting on Now

Home Depot

Progressive

Toronto-Dominion Bank

U.S. Bancorp

According to the GuruFocus All-in-One Screener, a Premium feature, the following companies have high business predictability ratings and wide margins of safety as of Dec. 28.

5 Undervalued Stocks With High Predictability Ratings

LPL Financial Hlds

Despite commission-free trading, Schwab (SCHW), Raymond James (RJF) and LPL Financial (LPLA) will likely keep benefiting in 2021, given the expectation of a continued rise in market volatility.

3 Brokerage Stocks Set to Soar Even in the Zero-Commission Era

News for Charles Schwab Stock (SCHW)