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

Schwab (SCHW) reported earnings 30 days ago. What's next for the stock?

Why Is Schwab (SCHW) Down 11.2% Since Last Earnings Report?

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Both TD Ameritrade (AMTD) and Schwab (SCHW) are well poised for growth on the back of strong fundamentals. Yet, TD Ameritrade holds an edge over Schwab on the basis of several factors.

Which Brokerage Stock - AMTD or SCHW - is a Better Pick Now?

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Charles Schwab (SCHW) is a leading US investment advisor/management company with a healthy mix of the retail and institutional advisory business. It has $3.7T AUM through which it generates around $3.5-4B net income.

Schwab's USAA Acquisition Is A Win

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Friday’s Vital Data: Charles Schwab, Square and Alibaba

Charles Schwab plans to buy assets of USAA, including brokerage and managed portfolio accounts, for $1.8 billion in cash.

Charles Schwab to buy USAA assets in $1.8 billion deal

Charles Schwab Corp. SCHW, -0.47% said late Thursday it has agreed to buy assets of USAA's investment-management operations, including brokerage and managed portfolio accounts, for $1.8 billion in cash.

Charles Schwab to buy USAA's investment-management assets in $1.8B deal

As of July 16, Charles Schwab Corp. (NYSE: SCHW) is the fifth-largest U.S. issuer of exchange traded funds with $145.71 billion in assets under management.

In Rare Move, Schwab Expected To Launch New ETFs

Charles Schwab earnings for the company's second quarter of the year has SCHW stock on the rise Tuesday with an EPS and revenue beat.
The post Charles Schwab Earnings: SCHW Stock Jumps on Better-Than-Expected Q2 appeared first on InvestorPlace.

Charles Schwab Earnings: SCHW Stock Jumps on Better-Than-Expected Q2

Relatively high interest rates and growth in total client assets aid Schwab's (SCHW) Q2 earnings. However, increase in operating costs is a headwind.

Schwab (SCHW) Q2 Earnings & Revenues Match, Expenses Rise

Charles Schwab (NYSE: SCHW) reported second-quarter earnings of 66 cents per share, which comes in line with analyst estimates.

Charles Schwab Ticks Higher On Q2 Earnings Beat

Charles Schwab (SCHW) stock gained slightly on Monday afternoon as the company is in talks to acquire Texas-based USAA for about $2 billion.
The post Charles Schwab News: SCHW Stock Pops on Possible USAA Deal appeared first on InvestorPlace.

Charles Schwab News: SCHW Stock Pops on Possible USAA Deal

Charles Schwab earnings arrive Tuesday and a deal to buy USAA's brokerage and wealth-management businesses could be next. Schwab stock rose.

Charles Schwab Rises With Earnings Due, As USAA Deal Eyed

Charles Schwab Corp is in talks to buy brokerage and wealth-management operations from USAA for about $2 billion, the Wall Street Journal reported on Monday, citing people familiar with the matter.

Charles Schwab in talks to buy USAA wealth-management, brokerage units: WSJ

Charles Schwab is in talks to buy USAA's brokerage and wealth-management operations for about $2 billion, The Wall Street Journal reported.

Schwab is reportedly in talks to buy USAA's wealth management, brokerage units for $2 billion

Charles Schwab is scheduled to release its second quarter results on July 16th and Trefis expects lower trading activity and a decline in interest-earning assets to affect earnings. The Trefis interactive dashboard What To Expect From Schwab’s Q2 Results captures recent trends in key metrics

Lower Market Volatility To Be A Drag On Schwab's Q2 Results

We sold our remaining position in Charles Schwab (NYSE:SCHW) after reducing the position during the first quarter.

David Rolfe Comments on Charles Schwab

Over the past few years, net interest income (NII) has been Charles Schwab Corporation’s (NYSE: SCHW) revenue growth engine.

Bank Of America Downgrades Charles Schwab, Rate Headwinds Cloud Revenue Outlook

Shares of Charles Schwab Corp. SCHW, -0.99% fell 1.1% in morning trading Friday, enough to pace the S&P 500's financial-sector decliners, after BofA Merrill Lynch downgraded the discount broker, citing a tougher revenue and margin outlook given expectations that the Federal Reserve will lower interest rates.

Charles Schwab's stock falls after BofA Merrill Lynch downgrades on revenue headwinds from rate cuts

While growth in assets will likely aid Schwab's (SCHW) interest revenues in the second quarter, lower volatility might hurt trading revenues to some extent.

Will Lower Rates, Volatility Hurt Schwab's (SCHW) Q2 Earnings?

Interest rate sensitive financial feeling the flat yield curve pinch.

Schwab Earnings Preview: Still Growing, Just At A Slower Rate, But The Stock Is Getting Cheap

Charles Schwab Corp. (NYSE: SCHW), one of the largest discount brokers, is again expanding its Schwab ETF OneSource platform, one of the largest commission-free exchange traded funds offerings in the brokerage industry.

Schwab Further Expands Commission-Free ETF Roster

Schwab (SCHW) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Schwab (SCHW) Earnings Expected to Grow: Should You Buy?

Charles Schwab Corp. (SCHW) is a leader in the financial services industry.

News for Charles Schwab Stock (SCHW)