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

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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

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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

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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We're now in the thick of earnings season and results are coming in at a fast and furious rate and it's time to look at the Q4 earnings winners you should shortlist. With 10% of S&P 500-listed companies having now reported financial results for the fourth and final quarter of 2023, 62% of companies have reported both better-than-expected earnings per share and revenue, according to data from FactSet.

The Biggest Stock Winners and Losers of Q4 Earnings Season

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HUN, SCHW and BANR have been added to the Zacks Rank #5 (Strong Sell) List on January 24, 2023.

New Strong Sell Stocks for January 24th

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Despite broad optimism near New Year's Day signaling that investors believe 2024 will present a strong bull market, the general attitude has since become remarkably mixed.

Top 3 major stock price cuts this week

Executives said financial results should improve in the year ahead. Many employees, still stung by layoffs, remain uneasy.

Charles Schwab Just Survived a Year From Hell. It Isn't Over Yet.

Charles Schwab's Q4'23 results beat expectations on the bottom line. The financial brokerage company reported strong core profitability and double-digit profit margins. The company suffered from major cash-sorting efforts from clients in FY 2023, but the rate trajectory is set to change in FY 2024. Charles Schwab's core net new assets grew by $306B in FY 2023, indicating continued trust from investors.

Charles Schwab: A Solid Value Play

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Markets are sinking to start 2024, dragging down a lot of good stocks in the process. While stressful, it's important to remember that selloffs create buying opportunities.

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Several large U.S. regional banks reported lower profits on Wednesday, a further sign that the 2023 income boost from high interest rates is starting to wane.

US bank profits fall as competition for deposits erodes lending margins

Charles Schwab (SCHW) shares sank close to 3% in early trading Wednesday after the discount brokerage and financial services firm reported profit and sales plunged on a decline in interest revenue and a regulatory charge.

Charles Schwab Stock Slumps as Fed Rate Hikes and FDIC Charge Squeeze Profit

The Charles Schwab Corporation (SCHW) 2024 Winter Business Update

Although the revenue and EPS for The Charles Schwab Corporation (SCHW) give a sense of how its business performed in the quarter ended December 2023, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Compared to Estimates, The Charles Schwab Corporation (SCHW) Q4 Earnings: A Look at Key Metrics

Robust asset management performance and no fee waivers support Schwab's (SCHW) Q4 earnings despite weakness in trading and net interest income.

Schwab's (SCHW) Q4 Earnings Top Estimates, Revenues Down Y/Y

The shares of Charles Schwab Corp (NYSE:SCHW) aren't faring so well after the company's fourth-quarter report, down 6% at $60.42 at last glance.

Charles Schwab Profit Nearly Halved; Stock Slides

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Charles Schwab stock slid early Wednesday after reporting its sixth consecutive earnings decline. Interactive Brokers climbs on results.

Charles Schwab Beats Forecasts Despite Major Earnings Drop; This Broker Rises On Results

Charles Schwab Corp (NYSE:SCHW) reported a big drop in revenue for its fiscal fourth quarter. The multinational financial services company disclosed its 4Q earnings on Wednesday, with net income declining to $1.05 billion, down 47% from the year-ago figure of $1.97 billion.

Charles Schwab sees big revenue decline in 4Q

NEW YORK--(BUSINESS WIRE)--AdvisorEngine®, the financial experience company, continues to strengthen its wealth management platform to provide investment advisors control over their client experience and achieve greater operational efficiency. AdvisorEngine announced a new integration with Charles Schwab's iRebal® platform, one of the most adopted trading and rebalancing tools among registered investment advisors, according to the 2023 T3/Inside Information Software Survey. The company also rol.

Through AdvisorEngine and Charles Schwab, Financial Advisors Can Gain New Operational Efficiency and Provide a Delightful Client Experience

Charles Schwab's fourth-quarter profit fell 47% as bigger interest payments on its client deposits and debt dented gains from a jump in asset management fees, the brokerage reported on Wednesday.

Charles Schwab profit drops as costly deposits squeeze interest revenue

Charles Schwab Corp.'s stock SCHW, -1.41% was up by 0.4% in premarket trading on Wednesday after the broker's fourth-quarter profit topped analyst estimates, although its revenue fell slightly short. Schwab's fourth quarter profit dropped by about half to $1.05 billion, or 51 cents a share, from $1.97 billion, or 97 cents a share, in the year-ago quarter.

Charles Schwab profit halved but beats analyst estimates as stock rises

Charles Schwab Corporation (NYSE: SCHW) is trending slightly down in premarket on Wednesday after reporting weaker-than-expected revenue for its fiscal fourth quarter. Here's what CEO Bettinger said today On the plus side, the multinational ended its financial year with a record $8.5 trillion worth of total client assets – a 21% increase versus last year.

Charles Schwab reports weaker-than-expected Q4 revenue

WESTLAKE, Texas--(BUSINESS WIRE)--The Charles Schwab Corporation announced that total client assets reached a record $8.5 trillion at year-end, up 21%.

Schwab Reports Fourth Quarter and Full Year Results

Charles Schwab (NYSE: SCHW) stock price pulled back in the pre-market as traders waited for its Q4 earnings. The shares retreated by 1%, joining other banks like Morgan Stanley, Goldman Sachs, and PNC Financial in the red.

Charles Schwab (SCHW) stock pulls back ahead of Q4 earnings

News for Charles Schwab Stock (SCHW)