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

Zacks.com users have recently been watching Charles Schwab (SCHW) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

The Charles Schwab Corporation (SCHW) is Attracting Investor Attention: Here is What You Should Know

In the most recent trading session, The Charles Schwab Corporation (SCHW) closed at $72.37, indicating a +0.04% shift from the previous trading day.

The Charles Schwab Corporation (SCHW) Ascends While Market Falls: Some Facts to Note

WESTLAKE, Texas--(BUSINESS WIRE)--The Charles Schwab Corporation announced that it has scheduled a Spring Business Update for institutional investors .

Schwab Announces Its Spring Business Update

The Charles Schwab Corporation (SCHW) closed at $71.33 in the latest trading session, marking a -0.38% move from the prior day.

The Charles Schwab Corporation (SCHW) Registers a Bigger Fall Than the Market: Important Facts to Note

In late December 2023, I upgraded Charles Schwab stock from Sell to Hold due to expected benefits from 2024's rate cuts. I am now further upgrading SCHW shares, anticipating strong earnings from the growing bull market in equities and other assets. As early indicators suggest, Schwab is poised to increase earnings over the next few quarters due to bullish trading volumes and higher margin balances.

Charles Schwab: The Bull Market Could Supercharge Earnings

The Charles Schwab Corporation (SCHW) Is a Trending Stock: Facts to Know Before Betting on It

The latest trading day saw The Charles Schwab Corporation (SCHW) settling at $67.40, representing a +0.54% change from its previous close.

The Charles Schwab Corporation (SCHW) Advances But Underperforms Market: Key Facts

Given its solid market performance and client trading activities, Schwab's (SCHW) Q1 revenues are expected to rise 5-6% sequentially. Its total client assets balance improves in February.

Schwab (SCHW) Q1 Revenues to Rise, February Client Assets Soar

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Comcast Corp. NASDAQ: CMCSA, Charles Schwab Corp. NYSE: SCHW and Alphabet Inc. NASDAQ: GOOGL are among institutional-quality large-cap stocks that are currently undervalued.

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Following last week's Super Tuesday, investors may be looking for some election-proof stocks as U.S. President Joe Biden and Donald Trump are like heading to a presidential rematch. Typically, elections do not drive markets, except for companies closely tied to specific policies.

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The Charles Schwab Corporation (SCHW) concluded the recent trading session at $66.95, signifying a -0.33% move from its prior day's close.

The Charles Schwab Corporation (SCHW) Sees a More Significant Dip Than Broader Market: Some Facts to Know

Zacks.com users have recently been watching The Charles Schwab Corporation (SCHW) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Investors Heavily Search The Charles Schwab Corporation (SCHW): Here is What You Need to Know

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This segment serves consumer and small business customers through branches, ATMs, call centers, and online and mobile banking channels.

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Charles Schwab stock is down 31% from its peak price two years ago. The financial services company has been dealing with declining deposits, which weighed on earnings.

Is Charles Schwab Stock a Buy?

In the most recent trading session, The Charles Schwab Corporation (SCHW) closed at $63.58, indicating a -1.27% shift from the previous trading day.

The Charles Schwab Corporation (SCHW) Falls More Steeply Than Broader Market: What Investors Need to Know

Schwab (SCHW) witnesses a decline in net new assets balance in January.

Schwab (SCHW) Reports Fall in January Net New Assets Balance

Charles Schwab Corp. SCHW said Wednesday total client assets in January rose 14% from the year-ago period, and remained flat with the previous month. Total core net new assets brought to the company in January by new and existing clients were $17.2 billion, or $21.4 billion in core net new assets excluding Ameritrade originated brokerage clients.

Charles Schwab total January client assets up 14% from year ago, flat from December

Rising interest rates have pressured Charles Schwab's deposits in recent years. The stock took a hit in the months following the regional banking crisis last March.

Everything Is Going Charles Schwab's Way Since Its Crash Last Year. Is It Still a Value-Stock Buy?

Schwab clients were net buyers in January, with the most pronounced buying within the Consumer Discretionary, Energy and Health Care sectors.

Schwab Trading Activity Index™: Score Rises Modestly Amid New-Year Rally

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Charles Schwab has been named to IBD's 2024 list of Best Online Brokers. It's received the award for 12 consecutive years.

Charles Schwab Boosts Its Online Brokerage With Big TD Ameritrade Deal

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News for Charles Schwab Stock (SCHW)