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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Earnings data Q1 2022

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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

SAN FRANCISCO--(BUSINESS WIRE)--Charles Schwab has earned the highest ranking in Investor’s Business Daily’s Most Trusted Financial Companies study

Charles Schwab Recognized as Most Trusted Online Broker by Investor’s Business Daily

SAN FRANCISCO--(BUSINESS WIRE)--Schwab Advisor Services will celebrate the 30th anniversary of IMPACT when the annual gathering for independent advisors kicks off on Oct. 27.

Schwab Advisor Services to Celebrate 30th Anniversary of Schwab IMPACT®

AMTD International Inc

Schwab's (SCHW) acquisition of TD Ameritrade creates a behemoth in online brokerage space. This will substantially improve the company's market share and support financials.

Schwab Closes TD Ameritrade Buyout, Creates a Broker Behemoth

The combined company will have $6 trillion in assets and 28 million brokerage accounts.

Schwab Closes on TD Ameritrade Acquisition

JERSEY CITY, N.J., Oct. 6, 2020 /PRNewswire/ -- Former TD Ameritrade Chairman Joe Moglia says the just-finalized online broker's acquisition by Charles Schwab (NYSE: SCHW) marks the end of an era and the beginning of a new one. Moglia admits to this being a bittersweet time in a touching...

Former TD Ameritrade Chairman of the Board Joe Moglia bids farewell to the online broker in the wake of the Schwab acquisition and announces his plans for the future

SAN FRANCISCO--(BUSINESS WIRE)--The Charles Schwab Corporation (“Schwab”) announced that it has completed its acquisition of TD Ameritrade Holding Corporation (“TD Ameritrade").

Schwab Completes Acquisition of TD Ameritrade

Another development in the Schwab (SCHW)-TD Ameritrade (AMTD) deal, with the Fed's nod for TD Bank's acquisition of a minority, non-controlling interest in Charles Schwab.

Schwab-Ameritrade Deal Gets Regulatory Nod, To Close Soon

SAN FRANCISCO--(BUSINESS WIRE)--Schwab announced that the Federal Reserve approved TD Bank to acquire a minority, non-controlling interest in Schwab.

Schwab Provides Update on Regulatory Actions Related to Its Acquisition of TD Ameritrade

We started with a simple question about Charles Schwab Stock. Given a certain drop or rise, say a 5% drop in a week, what should we expect for the next week?

Can Charles Schwab Stock Rebound From Large Drops?

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Schwab said it plans to integrate the thinkorswim trading platforms, education and tools following its acquisition of TD Ameritrade.

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Charles Schwab (SCHW) plans to integrate the award-winning trading platforms into its offerings post the closure of the TD Ameritrade deal.

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SAN FRANCISCO--(BUSINESS WIRE)--The Charles Schwab Corporation (“Schwab”) announced it plans to integrate the award-winning thinkorswim® and thinkpipes® trading platforms.

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Charles Schwab Corp. (SCHW), a leader in the financial services industry, recently reported financial results for the second quarter of fiscal 2020.

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