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

Bank of America

Interactive Brokers

AMTD International Inc

Once again, online brokers suffer service failures during a market surge at the market open on November 9, 2020, in a reaction to election and vaccine news. Among those having issues were Charles Schwab, TD Ameritrade, Merrill Edge, and Fidelity.

Online Brokers Suffer Service Failures as Markets Surge

Users were reporting problems with brokerage websites as stocks reached new heights on Monday following positive vaccine developments.

Market Extra: Surge in trading swamps Schwab, TD Ameritrade and other brokerages as stocks hit records

E-brokers are experiencing outages on Monday amid records in the Dow and S&P 500.

E-brokers report outages as Dow jumps 1,000 points in vaccine rally

Early Monday morning, customers were reporting issues with logging into personal finance accounts from Fidelity, Ameritrade, Vanguard, Merrill, and Charles Schwab. DownDetector, a website that tracks website outages, first reported issues around 10 a.m. ET.

People are reporting issues accessing their Fidelity, Ameritrade, Vanguard, Merrill, and Charles Schwab accounts

Charles Schwab. Corp. reported that users may have difficulty using the brokerage's website as stocks roared to new heights following positive vaccine developments on Monday.

Schwab reports users may have issues with brokerage's website as stocks hit records

Schwab U.S. Broad Market ETF

Schwab U.S. Large-Cap ETF

Savvy DIY investors love searching for index funds and ETFs that offer low expense ratios. And Charles Schwab's offerings are some of the most affordable in the industry. For example, its S&P 500 index fund has an expense ratio of only 0.02%. The expense ratio on its Total Stock Market Index (SWTSX) is just slightly higher at 0.03%. 

Charles Schwab is a one-stop shop for all types of investors

Exxon Mobil

The pandemic has wiped out millions of mostly low-income jobs in hotels, restaurants, retail and other hard-hit corners of the economy. Now, the pink slips are spreading to higher-paid office workers.

From Exxon to Charles Schwab, white-collar job cuts are mounting

Charles Schwab has "moved aggressively" to start combining branch networks now that its tie-up with TD Ameritrade  is complete, the firm said Thursday during its latest business update. "There was a significant amount of overlap across our footprint, which we're eliminating," Charles Schwab Chief Operating Officer Joe Martinetto, who is leading the integration efforts, said on the call with analysts. 

Charles Schwab is consolidating around 200 TD Ameritrade branches as integration gets underway. Here's where they have the most overlap.

The Charles Schwab Corporation (SCHW) Walt Bettinger on 2020 Fall Business Update - Transcript

JPMorgan Chase & Co

With JP Morgan's launch of commission-free trading, the race to zero fees among the biggest online brokers has intensified.

The Online Broker Race to Zero Fees

The reductions are part of cost synergies from the acquisition of TD Ameritrade and amount to 3% of the combined companies' workforce.

Charles Schwab to Lay Off 1,000 Employees

A memo circulated Monday on one primary team at Charles Schwab illuminates how at least one leader messaged the first instance of layoffs after the firm's $26 billion TD Ameritrade deal officially closed.  "While the Client Service & Support (CS&S) team and organizational structure are not changing at this time, people we work with to serve and support clients, in some cases, will," wrote Rahul Magan, senior vice president and head of the team, according to a memo obtained by Business Insider. 

Leaked Charles Schwab memo sheds light on the firm's 1,000 job cuts as it integrates TD Ameritrade (SCHW)

Charles Schwab and TD Ameritrade's merger aimed at dominating the discount stock-trading market will come with a cost for some of their staffers. Schwab plans to lay off about 1,000 workers now that it's acquired its one-time rival in an effort to “reduce overlapping or redundant roles across the two firms,” the San Francisco-based brokerage said.

Charles Schwab to cut 1,000 staffers after merger with TD Ameritrade

Charles Schwab Corporation (NYSE: SCHW) announced 3% job cuts, or roughly 1,000 layoffs, from Charles Schwab and TD Ameritrade's combined workforce on Monday. Schwab claimed it would extend support for the affected employees with reemployment assistance and severance benefits.

Charles Schwab To Ax 3% Of Workforce To Rid of 'Redundant' Roles Post TD Ameritrade Merger

Just weeks after closing its acquisition of TD Ameritrade, Charles Schwab Corp. announced Monday it will lay off about 1,000 employees, or 3% of its combined workforce.

Charles Schwab to lay off 1,000 workers following TD Ameritrade merger

The integration of Schwab's and TD Ameritrade's operations is expected to take place over the next 18 to 36 months as the company seeks to streamline its structure.  

Charles Schwab to lay off 1,000 workers following merger with TD Ameritrade

Charles Schwab Corp said on Monday it is laying off about 1,000 positions in the combined workforce of Charles Schwab and TD Ameritrade to streamline and reshape their branch network.

Charles Schwab to cut about 1,000 jobs

Charles Schwab said Monday that it is laying off 1,000 employees just weeks after completing its acquisition of TD Ameritrade. The job cuts are part of efforts to "reduce overlapping or redundant roles" across both firms, the company said.

Charles Schwab plans to lay off 3% of its workforce following TD Ameritrade merger

SAN FRANCISCO--(BUSINESS WIRE)--Schwab adds low-cost market-cap-weighted and blended ETF model portfolios to Riskalyze platform.

Schwab Adds Low-Cost Market-Cap-Weighted and Blended ETF Model Portfolios to Riskalyze Platform, Enabling Advisors to Create and Compare Investment Portfolios Based on Client Risk Tolerance

Morgan Stanley

Despite declines today, stocks look healthy according to the companies that rely on a healthy market.

The Stock Market Is Strong -- Just Look at Morgan Stanley and Schwab

Robinhood, Wealthfront, and other Internet brokerage start-ups are taking market share from the brokerage king.

Charles Schwab (SCHW) Struggling Despite Upbeat Quarter

Rise in client assets and solid client activity support Schwab's (SCHW) Q3 earnings.

Schwab (SCHW) Q3 Earnings Beat, Revenues Decline Y/Y

Schwab's sales met Wall Street expectations, while earnings shattered average forecasts.

Charles Schwab, One Of Nation’s Largest Brokers, Nabs $2.4 Billion In Revenues Despite Commission-Free Trading And Historically Low Interest Rates

SAN FRANCISCO--(BUSINESS WIRE)--Schwab Reports Third Quarter Earnings

Schwab Reports Third Quarter Earnings Per Share of $.48 GAAP, $.51 Adjusted(1)

While Schwab's (SCHW) trading revenues are likely to have improved in Q3 on rise in client activity amid higher market volatility, interest revenues are not expected to have improved much.

News for Charles Schwab Stock (SCHW)