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

Charles Schwab has historically relied on low-cost deposits to fund its business. From August 2022 through April 2023, the financial services company saw deposits decline by nearly $50 billion.

Has Charles Schwab Solved Its Deposit Outflow Problems?

There aren't many constants on Wall Street, but one is bank stocks paving the way for the new cycle of quarterly reports. They always offer investors a sneak peek of what to expect each earnings season. One of the first to enter the ring is usually Charles Schwab (SCWH), which took a haircut back in January on the back of a disappointing fourth quarter whiff. This time around, the banking giant's first-quarter earnings and revenue outpaced estimates, despite both figures declining sharply year-over-year.

Bank Stock Buy Signal Rarely Wrong

Retail financial services giant The Charles Schwab Co. NYSE: SCHW reported its first-quarter 2024 earnings in the wake of the market sell-off. Despite initially gapping down on the results, shares managed to stage a rally back up towards 52-week highs at $73.88.

Charles Schwab Fortifies its Uptrend on EPS Beat

Apple

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Morgan Stanley

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Big tech earnings are approaching, but I'm not betting on them. Big tech stocks have gotten too expensive. I have sold most of my U.S. tech stocks and reinvested the proceeds into high-income investments.

Forget Big Tech Earnings, Buy Income Instead

WESTLAKE, Texas--(BUSINESS WIRE)--Building on its decades-long commitment to community service, 8,000 Charles Schwab employees will roll up their sleeves to take part in Schwab Volunteer Week. Schwab dedicated two full weeks to employee volunteerism April 22-May 3, offering nearly 700 projects that will benefit more than 350 nonprofits across the United States. The annual tradition helps create meaningful connections and a sense of unity between Schwabbies and the communities where they live an.

Thousands of Charles Schwab Employees Unite in Service to Communities Across the Country for Annual Schwab Volunteer Week

The Charles Schwab Corporation (NYSE:SCHW ) Spring Business Update Conference Call April 15, 2024 9:00 AM ET Company Participants Jeff Edwards - Head of Investor Relations Walt Bettinger - Co-Chairman and CEO Rick Wurster - President Peter Crawford - CFO Conference Call Participants Ken Worthington - JPMorgan Steven Chubak - Wolfe Research Alex Blostein - Goldman Sachs Brennan Hawken - UBS Devin Ryan - Citizens JMP Brian Bedell - Deutsche Bank Bill Katz - TD Cowen Kyle Voigt - KBW Jeff Edwards Good morning, everyone, and welcome to the Schwab 2024 Spring Business Update. This is Jeff Edwards, Head of Investor Relations and I'm joined today by our Co-Chairman and CEO, Walt Bettinger; President, Rick Wurster; and CFO, Peter Crawford.

The Charles Schwab Corporation (SCHW) Spring Business Update Call (Transcript)

Schwab's quarter was a slight beat, with revenue down year over year. Management is upbeat about the quarters to come thanks to strong growth in retail accounts.

Why Charles Schwab Stock Is Up Today

Shares of Charles Schwab (SCHW) rose 4% in early trading Monday after the discount brokerage and financial advisory firm reported better-than-expected results because of “an improved macroeconomic environment.”

Charles Schwab Stock Gains on Q1 Earnings Beat Amid Market Rally

The Charles Schwab Company NYSE: SCHW can hit new highs, not just a new weekly or monthly high but a new multi-year high with the potential for a new all-time high. The last year was challenging for the business and investors with the banking crisis, shaken investor sentiment, and tightened fiscal policy to impact results.

The Charles Schwab Company Can Hit New Highs

Although the revenue and EPS for Charles Schwab (SCHW) give a sense of how its business performed in the quarter ended March 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Charles Schwab (SCHW) Reports Q1 Earnings: What Key Metrics Have to Say

The Charles Schwab Corporation (SCHW) came out with quarterly earnings of $0.74 per share, beating the Zacks Consensus Estimate of $0.73 per share. This compares to earnings of $0.93 per share a year ago.

The Charles Schwab Corporation (SCHW) Q1 Earnings and Revenues Surpass Estimates

Robust asset management performance and a rise in brokerage accounts support Schwab's (SCHW) Q1 earnings amid higher rates that hurt revenues.

Schwab's (SCHW) Q1 Earnings Top Estimates, Revenues Down Y/Y

Charles Schwab Corp (NYSE:SCHW) earnings and revenues hit their mark for the first quarter as the investment platform provider welcomed growing amounts of new client assets as the macroeconomic backdrop improved. Net revenues in the quarter totalled $4.7 billion, down 7% on the same period a year earlier but 6% higher than the $4.46 billion in the fourth quarter of last year and in line with Wall Street forecasts.

Charles Schwab earnings fall in line with forecasts

Charles Schwab Corporation (NYSE: SCHW) is in the green in premarket after reporting slightly better-than-expected financial results for its first quarter. Why else is Charles Schwab stock up?

Charles Schwab Q1 earnings beat Street estimates

Shares of Charles Schwab Corp. SCHW, -0.84% gained 0.3% in premarket trading Monday, after the financial services and brokerage company reported first-quarter profit and revenue that fell, but just topped expectations, amid strength in its asset management business. Net income declined to $1.36 billion, or 68 cents a share, from $1.60 billion, or 83 cents a share, in the same period a year ago.

Charles Schwab's stock edges up after earnings fall, but just top expectations

WESTLAKE, Texas--(BUSINESS WIRE)--The Charles Schwab Corporation reported first quarter 2024 net revenues of $4.7 billion, reflecting a quarter-over-quarter increase of 6%.

Schwab Reports First Quarter Results

Charles Schwab Corp (NYSE:SCHW) is set to report a year-over-year drop in first quarter revenues driven by higher funding costs and lower market volatility.   The financial services firm is expected to report a 7.8% decrease in revenue to $4.72 billion when it posts its Q1 earnings on Monday, April 15 before the market opens.

Charles Schwab 1Q revenue drop expected, driven by lower market volatility

WESTLAKE, Texas--(BUSINESS WIRE)--Charles Schwab, a leader in retail investing and trading, today announced the launch of futures and forex trading, as well as portfolio margin, on its thinkorswim platform suite, part of Schwab's overall trading offer, Schwab Trading Powered by Ameritrade. The introduction of these sophisticated capabilities is the first time Schwab has enabled forex trading, and in addition to reinforcing Schwab's leadership in derivatives trading, marks an important step in i.

Schwab Introduces Futures, Forex and Portfolio Margin on thinkorswim®

Schwab's (SCHW) trading performance is expected to have been weak in the first quarter of 2024 because of lower volatility.

Lower Market Volatility to Hurt Schwab's (SCHW) Q1 Earnings

Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Charles Schwab (SCHW), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended March 2024.

Seeking Clues to Charles Schwab (SCHW) Q1 Earnings? A Peek Into Wall Street Projections for Key Metrics

Macquarie Tax-Free USA Short Term ETF

WESTLAKE, Texas--(BUSINESS WIRE)--The Schwab Trading Activity Index™ (STAX) increased to 51.65 in March, up from its score of 47.65 in February. The only index of its kind, the STAX is a proprietary, behavior-based index that analyzes retail investor stock positions and trading activity from Schwab's millions of client accounts to illuminate what investors were actually doing and how they were positioned in the markets each month. The reading for the four-week period ending March 28, 2024 ranks.

Schwab Trading Activity Index™: Score Ascends to Moderate Levels in March

Charles Schwab (SCHW) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

The Charles Schwab Corporation (SCHW) Expected to Beat Earnings Estimates: Can the Stock Move Higher?

WESTLAKE, Texas--(BUSINESS WIRE)--Charles Schwab has been recognized as the Best Investing Platform Overall by U.S. News & World Report in their 2024 U.S. News Money Awards – the second year in a row Schwab has received the best ranking overall from U.S. News. Schwab was also awarded Best Investing Platform for Stock Trading, Best Investing Platform for Options Trading, and Best Investing Platform for Forex Trading. Companies were selected for the list by the U.S. News editorial team on the.

Charles Schwab Named Best Investing Platform Overall by U.S. News

WESTLAKE, Texas--(BUSINESS WIRE)--Ameritrade, now part of Charles Schwab, ranked #1 and Schwab ranked #2 among do-it-yourself investors nationwide in the J.D. Power 2024 U.S. Self-Directed Investor Satisfaction Study. Ameritrade's performance in the study, the highest rank it has ever received, reflects the strength of the core Ameritrade platform combined with sustained investment Charles Schwab has made since closing the acquisition in 2020 in client service and relationships, reducing pricin.

Ameritrade, Now Part of Charles Schwab, Ranks Highest in Its Segment in the J.D. Power 2024 U.S. Self-Directed Investor Satisfaction Study

Charles Schwab (SCHW) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

News for Charles Schwab Stock (SCHW)