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

The Charles Schwab Corporation (SCHW) concluded the recent trading session at $62.64, signifying a -0.82% move from its prior day's close.

The Charles Schwab Corporation (SCHW) Declines More Than Market: Some Information for Investors

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Vanguard Dividend Appreciation ETF

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The SPDR S&P 500 ETF was up 9.13% in November, Vanguard's Dividend Appreciation ETF was up 7.47%, my watchlist beat both with a return of 10.24%. The top 15 dividend growth stocks for December offer an average dividend yield of 1.99% and appear to be about 34% undervalued based on dividend yield theory. Since inception, September 2020, the watchlist is rocking a cool 11.76% annualized return, beating VIG by 2.36% and SPY by 1.52%.

My Top 15 High Growth Dividend Stocks For December 2023

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The wealth effect of a rising stock market should rekindle discretionary consumer spending. That's great news for EPR Properties.

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The market continues to rip higher in November, with the S&P 500 up 9% since Halloween. However, not all stocks are participating in the rally.

3 Battered Blue-Chip Stocks to Sell in December

Charles Schwab's revenues have increased significantly over the last decade, with a 266% increase, and its EPS has increased by 285%. The company is a reliable dividend payer and offers a 1.8% yield, with the potential for high-single digit dividend growth. The successful integration of TD Ameritrade presents a significant growth opportunity for Charles Schwab, along with growing demand for wealth management services and the Workplace business.

Charles Schwab Is A Buy At This Price

The Charles Schwab Corporation (SCHW) reachead $56.43 at the closing of the latest trading day, reflecting a +0.89% change compared to its last close.

The Charles Schwab Corporation (SCHW) Surpasses Market Returns: Some Facts Worth Knowing

Charles Schwab Corporation's Q3 2023 earnings reflect financial challenges, but the company remains resilient and adaptable in a volatile economic and political environment. Despite a decrease in net income, Schwab's long-term trend remains positive. Technical analysis suggests that Schwab's stock price is consolidating at critical levels, indicating a possible base formation and potential for future growth.

Charles Schwab: Expecting A Bottom At The Technical Support Level

Charles Schwab has done a great job growing its customers and integrating its TD Ameritrade merger. The company made some mistakes with low-interest-rate loans it purchased and is facing a headwind from higher interest rates.

Off 42% From Highs, What's Wrong With Charles Schwab Stock?

WESTLAKE, Texas--(BUSINESS WIRE)--Sentiment among traders has turned bearish, but is still more bullish than it was this time last year, according to the latest Charles Schwab Trader Sentiment Survey, a quarterly study that explores the outlooks, expectations, and perspectives of traders at Charles Schwab and TD Ameritrade. The survey found 32% of traders are bullish on the U.S. stock market and 53% are bearish, compared to 44% who said they were bullish and 35% who said they were bearish in Q3.

Schwab Survey: Trader Sentiment Turns Bearish for the Fourth Quarter, but Remains More Bullish Compared to a Year Ago

Given the TDA client attrition, Schwab (SCHW) witnesses a decline in core net new assets balance in October.

Schwab's (SCHW) Net New Assets Fall Amid TDA Client Attrition

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

The Charles Schwab Corporation (SCHW) Up 2.1% Since Last Earnings Report: Can It Continue?

The unrealized paper losses in a key part of its large bond portfolio widened in the third quarter to $19.4 billion.

Schwab's Unrealized Bond Losses Widened to $19.4B

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The largest publicly traded U.S. brokerage is among the worst-performing stocks in the S&P 500 this year.

Charles Schwab's Rocky Year in Five Charts

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There are 20 stocks on my dividend growth watchlist for October 2023. The majority of the stocks on my watchlist are undervalued based on dividend yield theory. An equally weighted portfolio of these stocks would have outperformed the Vanguard Dividend Appreciation ETF by more 4% year-to-date.

Dividend Growth Stock Watchlist - November 2023

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The SPDR S&P 500 ETF posted its third consecutive losing month in October, the first time this has happened since I started tracking this series in September 2020. The top 15 dividend growth stocks for November offer an average dividend yield of 1.90% and appear to be about 40% undervalued based on dividend yield theory. Since inception, September 2020, the watchlist is outperforming VIG by 1.49% and SPY by 1.18%, on an annualized basis.

My Top 15 High Growth Dividend Stocks For November 2023

Brokerage and wealth management advisory service provider Charles Schwab (NYSE: SCHW ) certainly hasn't been a darling of the financial market this year. Now, a recent declaration of Charles Schwab layoffs may make some investors more anxious about the company — and even about the nation's economy.

Charles Schwab Layoffs 2023: What to Know About the Latest SCHW Job Cuts

"These were hard but necessary steps to ensure Schwab remains highly competitive," the spokesperson said in an emailed statement.

Charles Schwab cutting as many as 2,000 jobs — joining Goldman, Morgan Stanley

News for Charles Schwab Stock (SCHW)