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

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

Goldman Sachs

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

Charles Schwab is launching a tool early next year that will aid in demystifying the process of drawing income from an investment portfolio.

Charles Schwab to Launch Intelligent Income Tool in 2020

Apple

Fidelity National Information

Fiserv

Global Payments

This year technology continued to revolutionize the financial industry, with legacy players being forced to adapt or risk irrelevance. The ultimate winner in how this all shakes out though is.

The Biggest Fintech Stories of 2019

Improving client assets and average interest earnings assets are likely to support Schwab's (SCHW) top-line growth.

Schwab (SCHW) Reports Improvement in November Client Assets

Charles Schwab stock is positioned to break out to new highs in 2020, benefiting from zero commissions and the TD Ameritrade acquisition.

Charles Schwab: A Top Pick for 2020

A game-changing merger with TD Ameritrade promises to create enormous value over the long term.

Why Charles Schwab Stock Jumped 22% in November

On Monday, Nov. 23, Charles Schwab Corp. (NYSE:SCHW) announced its $26 billion all-stock deal to acquire fellow online broker TD Ameritrade Holding Corp.

Charles Schwab and TD Ameritrade: Does the Deal Really Break Buffett’s Rule on Acquisitions?

Back on October 1st, Charles Schwab & Co. announced that it was cutting commissions to 0%.

Schwab Today: Buy, Hold Or Sell

CNBC’s Seema Mody took a segment on ETF Edge to go into the huge merger that was Charles Schwab (SCHW) buying TD Ameritrade (AMTD) for $26 billion. Tim Seymour of Seymour Asset Management is on hand to go over some of the broader implications for the ETF landscape based on this movie.

Changing Up The ETF Landscape With Schwab’s TD Ameritrade Buyout

Brokerage firm Charles Schwab is taking aim at big banks with its recent acquisition of online trading firm TD Ameritrade, which resulted in an all-cash $26 billion deal. ETF experts like ETF.com managing director Dave Nadig posits this latest merger will morph Charles Schwab into a $100 billion powerhouse.

ETF Expert: Charles Schwab-TDA Deal Will Create $100B Powerhouse

Moody's affirms the ratings of Schwab (SCHW) and TD Ameritrade (AMTD), following the announcement of the all-stock deal between the two.

Moody's Affirms Schwab, TD Ameritrade Ratings, Outlook Stable

eBay

Tiffany & Co.

Companies across the board have tied up, and some of them will cause more reverberations than others.

Mergerpalooza and Its Ramifications

According to the 2018 FDIC SchwabBank Resolution Plan, as of 12-31-17, it has $169.7 billion in deposits. The following breakdown the deposits and income ($millions) Deposits swept from brokerage accounts $148,212 Investor Checking $13,388 Investor Savings/other $7,264 Non-interest-bearing deposits $792 Total bank deposits $169,656 Current 1-month Fed Funds 158bp Current Schwab credit rate (11-25-19) 18bp […]
The post It’s Not Shocking to See Schwab Buying TD Ameritrade appeared first on IRIS.

It’s Not Shocking to See Schwab Buying TD Ameritrade

PayPal

StoneCo

Two major brokerage firms are combining into one, and one of our favorite fintechs makes its largest acquisition yet.

2 Big Acquisitions in the Financial Industry

Regarding the move out of California, Schwab chairman and founder Charles Schwab noted California’s high taxes factored in the decision while observing, “…the costs of doing business here are so much higher than some other place.”

Businesses (And Workers) Are Thankful For Texas as Charles Schwab Calls It Quits on California

News for Charles Schwab Stock (SCHW)