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 dealt with declining deposit balances, which accelerated in August of last year. Deposits continued to decline in the most recent quarter, albeit at a much slower rate.

Here's the Latest Update on Charles Schwab's Deposit Situation

Apple

American Express

Bank of America

Comcast

Home Depot

Mastercard

McDonald's

Royal Bank of Canada

Visa

I believe that a well-balanced and broadly diversified portfolio with a reduced risk level is the key to long-term investment success. Dividend growth companies are crucial for a well-balanced portfolio, since they can serve as growth drivers for your wealth. I will introduce you to 10 dividend growth companies that stand out due to their appealing Valuation, growth perspectives, financial health, and competitive advantages.

October 2023's Top 10 Dividend Growth Stocks: Your Path To Wealth And Stability

Brokers earn the bulk of their money on their customers' uninvested cash. As interest rates have exploded since early 2022, investors are finding more rewarding cash-like options.

How the Heck Did Schwab's Net Interest Income Fall 23% Last Quarter?

WESTLAKE, Texas--(BUSINESS WIRE)--SCHWAB STOCK PLAN SERVICES EXPANDS INTERNATIONAL CAPABILITIES, OFFERS FULLY FEATURED ACCOUNTS TO 18 ADDITIONAL COUNTRIES.

Schwab Stock Plan Services Expands International Capabilities, Offers Fully Featured Accounts to 18 Additional Countries

TAMPA, Fla.--(BUSINESS WIRE)--Last year, Concurrent announced its intent to restructure as a multi-custodial, hybrid RIA to create a more flexible service platform, offer a wider range of investment strategies, and open new pathways of independent growth for its teams of financial advisors. After a year of difficult work, Concurrent has delivered on its promises to its advisors and their clients. Since its relaunch earlier this year, Concurrent has expanded its platform to integrate the custodi.

Concurrent Marks One-Year Anniversary of its Transition to Hybrid, Multi-Custodial RIA Framework With Schwab Partnership and More Than $1B in New Assets

Snap

Markets moved sharply higher on Monday. Snap stock jumped on internal estimates of faster user growth.

These 2 Stocks Led Wall Street Higher on Monday

Key deposits creep up in September after falling for over a year.

Schwab Sees Potential Inflection Point to Cash Outflows

Charles Schwab recorded a smaller-than-expected drop in quarterly profit on Monday as growth in asset management fees softened the blow from a fall in its net interest revenue.

Charles Schwab posts profit beat on robust asset management growth

Charles Schwab (SCHW) shares jumped in early trading on Monday after the discount brokerage and investment firm posted better-than-expected earnings, and said it was embarking on a major cost-cutting plan.

Charles Schwab Beats Profit Estimates and Moves to Save $1 Billion Per Year

We've only seen four months in positive territory on Empire State manufacturing year to date, the highest being +10.8 in April.

Empire State Less Bad than Expected; SCHW Mixed in Q3

While the top- and bottom-line numbers for The Charles Schwab Corporation (SCHW) give a sense of how the business performed in the quarter ended September 2023, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

The Charles Schwab Corporation (SCHW) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

The Charles Schwab Corporation (SCHW) came out with quarterly earnings of $0.77 per share, beating the Zacks Consensus Estimate of $0.75 per share. This compares to earnings of $1.10 per share a year ago.

The Charles Schwab Corporation (SCHW) Tops Q3 Earnings Estimates

Charles Schwab stock rallied after an early slide following its Q3 earnings report. The discount broker noted a boost in assets.

Charles Schwab Rallies On Mixed Q3, Offers Ameritrade Client Update

Robust asset management business supports Schwab's (SCHW) Q3 earnings amid weakness in trading and net interest income.

Schwab's (SCHW) Q3 Earnings Beat Estimates, Revenues Down

WESTLAKE, Texas--(BUSINESS WIRE)--Schwab today introduced Schwab Trading Powered by Ameritrade, a reimagined trading experience made possible by the combination of two of the industry's most innovative firms, Charles Schwab and TD Ameritrade. Schwab Trading Powered by Ameritrade unites the award-winning thinkorswim trading platforms with Schwab's trading capabilities on Schwab.com and Schwab Mobile, alongside extensive trading education and specialized service designed for traders of all types.

Schwab Introduces Schwab Trading Powered by Ameritrade™, Setting a New Standard for the Retail Trading Experience

Chales Schwab Corp shares edged 1.1% lower ahead of the market open after third quarter revenue fell short of market expectations. The financial services and discount brokerage giant reported net income dropped to $1.02 billion, or 56 cents a share, from $1.88 billion, or 99 cents a share, the year prior.

Charles Schwab revenue misses hopes, eyes $1 billion cost cuts

Shares of Charles Schwab Corp. SCHW, -0.35% fell 1.5% toward a five-month low in premarket trading Monday, after the financial services and discount brokerage giant beat third-quarter profit expectations but fell a bit shy on revenue. Net income dropped to $1.02 billion, or 56 cents a share, from $1.88 billion, or 99 cents a share, in the year-ago period.

Charles Schwab stock drops after revenue falls a bit shy of expectations, amid trading weakness

Loyal TD Ameritrade and Thinkorswim users finally found out what's about to happen to their trading platforms.

Schwab Reveals Its Plan For Thinkorswim — What It Means For You

Charles Schwab (NYSE:SCHW) is expected to post lower revenue and a decline in earnings when it reports third-quarter earnings before the opening bell on October 16, 2023. While net interest income is expected to have continued to come under pressure, analysts will be watching out for any improvement in its assets under management and the fees it earns on those.

Charles Schwab expected to report tough 3Q as interest income comes under pressure

Charles Schwab Corporation investors have experienced another frustrating bear market decline, with the stock dropping to lows last seen in May 2023. Despite positive commentary and strong operating performance in Q2, investors have been struck with fear and have fled for safety. The recent decline in SCHW's stock may indicate selling exhaustion, allowing investors who missed the bottom earlier in 2023 another chance to add exposure.

Charles Schwab: Investors Struck By Fear Ran For Cover - Here's Why I Didn't Flee

We expect the company to top the consensus estimates of revenues and earnings.

Charles Schwab Stock To Top The Consensus In Q3

Schwab's (SCHW) third-quarter 2023 trading performance is expected to have been weak because of lower volatility and subdued client activity.

Subdued Market Volatility to Hurt Schwab's (SCHW) Q3 Earnings

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Vanguard Dividend Appreciation ETF

There are 18 stocks on my dividend growth watchlist for October 2023. More than half 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 nearly 7% year-to-date.

Dividend Growth Stock Watchlist - October 2023

Charles Schwab stock (NYSE: SCHW) has lost 39% YTD as compared to the 11% rise in the S&P500 index over the same period.

What To Expect From Charles Schwab Stock?

SPDR S&P Regional Banking ETF

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A spike in bond yields on Tuesday threatened to pose yet another headache for down-beaten bank stocks, which moved into the red more deeply than the broader market.

Bank stocks outpace broad market into the red as higher bond yields impact the value of their portfolios

News for Charles Schwab Stock (SCHW)