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

AMTD International Inc

Goldman Sachs

Financial services stocks are getting torpedoed again in March by the coronavirus-driven market sell-off that started in February.

Why Goldman Sachs, Charles Schwab, and TD Ameritrade Stocks Are Plunging (Again)

Charles Schwab: You Can't Discount The Economic Cycle

Can Wall Street stocks add to the best gains in a year even as coronavirus cases and deaths continue to rise outside China?

Need to Know: Stocks haven’t bottomed yet, so wait for this signal, advises Charles Schwab strategist

Efforts to grow inorganically are expected to enhance Schwab's (SCHW) position as a leading brokerage player.

Schwab (SCHW) on Buying Spree, to Acquire Wasmer Schroeder

Investors complain of being unable to access account information, trade confirmations.

Online Broker Sites Buckle Under High Traffic as Markets Fall

Charles Schwab's (SCHW) January metrics record decent results as compared with the prior month, including stable client assets and rise in new brokerage accounts.

Charles Schwab (SCHW) January Metrics Record Stable Results

Charles Schwab shows improving price performance, earning an upgrade to its IBD Relative Strength Rating
The post Charles Schwab Relative Strength Climbs As It Builds A Flat Base appeared first on Investor's Business Daily.

Charles Schwab Relative Strength Climbs As It Builds A Flat Base

The Charles Schwab Corporation's (SCHW) CEO Walt Bettinger on 2020 Winter Business Update - Transcript

Charles Schwab Corp. said late Wednesday its board of directors declared a 6% increase in the company's quarterly dividend to 18 cents a share.

Schwab raises dividend by 6%

Schwab is in a strong position in a consolidating asset management industry.

Will Charles Schwab's Bold Moves Pay Off for Investors?

Free trades? Thank Schwab brokerage for bringing them to most investors.

Charles Schwab Brokerage Scores High Marks — Again — In Best Brokers Review

General Motors

LyondellBasell Industries

Friday's 3 big stock charts feature value plays whose technical setups suggest the potential for material near-term moves.
The post 3 Big Stock Charts for Friday: General Motors, Charles Schwab, and LyondellBasell appeared first on InvestorPlace.

3 Big Stock Charts for Friday: General Motors, Charles Schwab, and LyondellBasell

After market close on Jan. 21, TD Ameritrade Holding Corp. (NASDAQ:AMTD) reported earnings for its first quarter of fiscal 2020, which ended on Dec.

TD Ameritrade Posts Strong Organic Growth Leading Up to Schwab Acquisition

Fall in trading revenues, lower interest rates and a slight rise in non-interest expenses hurt Schwab's (SCHW) Q4 earnings.

Schwab (SCHW) Q4 Earnings Miss Estimates as Revenues Fall

Charles Schwab earnings fell short of Q4 estimates, after the brokerage reached a $26 billion deal in November to merge with TD Ameritrade.
The post Charles Schwab Earnings Miss As TD Ameritrade Merger Looms appeared first on Investor's Business Daily.

Charles Schwab Earnings Miss As TD Ameritrade Merger Looms

Shares of Charles Schwab Corp. SCHW, -1.24% lost 0.8% in premarket trading Thursday, after the discount broker reported fourth-quarter profit that fell below expectations.

Charles Schwab's stock slips after profit miss, revenue declines in line with expectations

Charles Schwab will release its Q4 and full-year 2019 results on Thursday, January 16. Trefis details expectations from the brokerage giant in an interactive dashboard, parts of which we highlight below.We believe that Charles Schwab will meet FY19 earnings expectations despite missing on revenues.

Charles Schwab Earnings Preview: Why Schwab’s FY19 Results Are Likely To Fall Short Of Expectations

On Thursday, January 16, Charles Schwab (NYSE: SCHW) will report its last quarter's earnings.

Charles Schwab's Q4 Earnings Outlook

Cisco Systems

Alphabet

Agilent Technologies

Expeditors International of Washington

Gilead Sciences

W.W. Grainger

The Parnassus Endeavor Fund (Trades, Portfolio), which is part of Jerome Dodson's firm that provides responsible investment funds to the public, acquired shares of the following stocks during the fourth quarter.

Parnassus Endeavor Fund Adds to Cisco, Alphabet and more

While Schwab's (SCHW) trading revenues are likely to have improved in the fourth quarter on rise in client activity, interest revenues are expected to have been hurt.

Can Higher Client Activity Aid Schwab (SCHW) in Q4 Earnings?

Delta Air Lines

Kinder Morgan

UnitedHealth Group

Total earnings of the S&P 500 Index are anticipated to be down 3.6% from the same period last year on 3.2% higher revenues.

5 Corporate Giants Likely to Win Big on Q4 Earnings This Week

Bank of America

Citigroup

Morgan Stanley

PNC Financial Services

Wells Fargo

A handful of the major banks are reporting their most recent financial results this coming week to kick off the new earnings season.

Bank of America, Citigroup, Morgan Stanley, Wells Fargo and More Major Banks Reporting This Week

Bank of New York Mellon

Blackrock Inc

JPMorgan Chase & Co

Signature Bank

U.S. Bancorp

Financial sector ETF investors will be closely watching the market ahead as the earnings season will kicks off in full force next week, with big Wall Street banks teeing up. J.P. Morgan Chase & Co (NYSE: JPM), Citigroup (NYSE: C) and Wells Fargo (NYSE: WFC) will be the first to release fourth-quarter results on Tuesday, [.

A Big Week Ahead for Financial Sector ETFs

ETRADE

Interactive Brokers

Charles Schwab and other online brokers have to prove to investors that brokerage stocks can grow and thrive, with a pillar of their business models gone.

Here's What's Next For Brokerage Stocks After The Zero-Fee War

Piper Jaffray

Raymond James

Near-Term Outlook Looks Bright for Investment Bank Industry

News for Charles Schwab Stock (SCHW)