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

BJ`s Wholesale Club Holdings Inc

Dollar General

Southern Company

Toronto-Dominion Bank

UnitedHealth Group

Walmart

The Fed will continue its aggressive rate hikes into 2023, albeit at a slightly slower pace. Following a fourth-consecutive 75 basis point (0.75%) rate hike on Nov. 2, it now looks like the pace will slacken.

7 Must Own Stocks to Survive the Fed's Aggressive Rate Hikes

NEW YORK , Nov. 28, 2022 /PRNewswire/ -- WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of The Charles Schwab Corporation (NYSE: SCHW) resulting from allegations that Schwab may have issued materially misleading business information to the investing public. SO WHAT: If you purchased Schwab securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

ROSEN, A LEADING LAW FIRM, Encourages The Charles Schwab Corporation Investors to Inquire About Securities Class Action Investigation - SCHW

Charles Schwab crossed a buy point as the brokerage rallies on strong stock trading activity and high interest rates. The post Discount Broker Crosses Buy Point As Busier Stock Trading Raises Bottom Line appeared first on Investor's Business Daily.

Discount Broker Crosses Buy Point As Busier Stock Trading Raises Bottom Line

WESTLAKE, Texas--( BUSINESS WIRE )--Charles Schwab today announced the eight scholars to receive funding for the 2022-2023 academic year through its Charles Schwab Scholars in Financial Planning Endowed Scholarship program. Launched in 2021 by the Charles Schwab Foundation, the $3.5 million scholarship endowment provides financial assistance and career opportunities to students from underrepresented communities who are majoring in financial planning at seven partner universities.

Charles Schwab Announces Recipients of 2022-2023 Financial Planning Scholarships

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

The Charles Schwab Corporation (SCHW) Up 14.1% Since Last Earnings Report: Can It Continue?

Schwab (SCHW) witnesses a rise in client assets and net new assets balance in October on solid market performance.

Schwab (SCHW) October Core Net New Assets, Client Assets Rise

Charles Schwab (NYSE: SCHW) has evolved beyond its humbled beginnings as a discount broker. Even before the advent of the internet,

Charles Schwab is Making All the Right Moves

WESTLAKE, Texas--(BUSINESS WIRE)--Building on its decades-long commitment to financial literacy, Charles Schwab commemorated the one-year anniversary of its signature financial education program, Moneywise America™, by welcoming 220 Uplift Education students to its Westlake headquarters for an all-day financial literacy field trip and surprising students with a $1,000 scholarship to support post-secondary education opportunities.

Charles Schwab Foundation Makes Nearly $600,000 in Grants and Scholarships to Support Financial Literacy in Dallas-Fort Worth

WESTLAKE, Texas--(BUSINESS WIRE)--Charles Schwab announces prize for the 2022 Charles Schwab Cup winner.

Schwab to Again Host the Charles Schwab Cup Championship at Phoenix Country Club, Its 19th Year as Sponsor of the Event

WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Advisor Services™ is expanding its RIAConnect® platform to provide greater support to firms who custody with both Schwab and TD Ameritrade (TDA) to make the right connections with each other and with prospective talent.

Schwab Advisor Services™ Expands Ability for Matchmaking Between Advisor Firms

WESTLAKE, Texas--(BUSINESS WIRE)---- $schw #IMPACT--Schwab Advisor Services announces the latest enhancements to its Independent Difference ad campaign and online advisor directory.

Schwab Advisor Services Expands Campaign Educating Investors on the Advantages of Working with Independent Advisors

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Washington Federal

After a decade and a half of ultra-low interest rates, banks are finally making good money on interest income.

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Brokerage stocks Schwab and Interactive Brokers approach buy points after a strong third quarter. Interest income and income from margin lending grew.

Schwab, Interactive Brokers Rise After Strong Q3, Help Brokerage Stocks Rise In Ranking

Robinhood

Virtu Financial

The U.S. Securities and Exchange Commission's planned overhaul of stock-trading rules seeks to ensure that small investors get better prices when buying or selling stocks.

SEC favors midpoint prices on investor stock trades in rules overhaul

WESTLAKE, Texas--(BUSINESS WIRE)--The Charles Schwab Corporation Board of Directors has approved the appointment of Carrie Schwab-Pomerantz as a director, effective immediately.

The Charles Schwab Corporation Announces Appointment of New Board Member

Goldman Sachs

Morgan Stanley

Investment banks reported their third-quarter earnings and the slowing economy combined with rising rates have had significant effects on their earnings. This also pushed valuations lower and dividend yields higher so investors can find good buying opportunities.

The Big Investment Bank Comparison: Goldman Sachs Vs. Morgan Stanley Vs.

It's been a tumultuous year for retail traders — people who buy shares of individual companies or indexes on popular trading platforms like Robinhood or E-Trade. Facing an economic outlook full of bear markets, high inflation and interest rate hikes, they've finally decided that they've had enough.

The era of the meme trade is over, and volumes at brokers like Charles Schwab are down sharply

WESTLAKE, Texas--(BUSINESS WIRE)-- #SeriesEstock--The Charles Schwab Corporation announced that it will redeem all of the 6,000 outstanding shares of its Series E Preferred Stock.

Schwab Announces Redemption of All Outstanding Depositary Shares Representing Interests in Its 4.625% Fixed-to-Floating Rate Non-Cumulative Perpetual Preferred Stock, Series E

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Bank of New York Mellon

Following a rough week for the market, bank stocks helped pivot the narrative positively through better-than-expected earnings performances. Mainly, the prevailing theme centered on net interest income as the financial sector benefitted from higher interest rates.

Why Are Bank Stocks BAC, BK, SCHW Trending Today?

Higher interest rates, no fee waivers and robust brokerage account numbers support Schwab's (SCHW) Q3 earnings.

Schwab (SCHW) Up as Q3 Earnings Top Estimates, Revenues Jump

The Charles Schwab Corporation (SCHW) delivered earnings and revenue surprises of 4.76% and 1.91%, respectively, for the quarter ended September 2022. Do the numbers hold clues to what lies ahead for the stock?

The Charles Schwab Corporation (SCHW) Tops Q3 Earnings and Revenue Estimates

SCHW stock is rising after Charles Schwab posted record quarterly earnings results early Monday. Interactive Brokers is set to report Tuesday The post Charles Schwab Stock Jumps After Earnings Beat, Interactive Brokers Set To Report appeared first on Investor's Business Daily.

Charles Schwab Stock Jumps After Earnings Beat, Interactive Brokers Set To Report

Charles Schwab Corp. SCHW, -6.87% stock advanced by 3.3% in premarket trading Monday after the broker said it posted its "strongest quarterly performance in company history" as it topped Wall Street expectations for profit and revenue. The brokerage firm said its third-quarter net income jumped 32% to $2.02 billion, to a record of 99 cents a share, from $1.53 billion, or 74 cents a share, in the year-ago quarter.

Schwab shares rise on record earnings per share

WESTLAKE, Texas--(BUSINESS WIRE)-- #CharlesSchwab--The Charles Schwab Corporation announced that its net income for the third quarter of 2022 was a record $2.0 billion.

Schwab Reports Strongest Quarterly Performance in Company History

News for Charles Schwab Stock (SCHW)