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

Investors need to pay close attention to Charles Schwab (SCHW) stock based on the movements in the options market lately.

Is the Options Market Predicting a Spike in Charles Schwab (SCHW) Stock?

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The three major U.S. equity indexes closed lower for a third straight session Wednesday.

Earnings Previews: Bank of America, Charles Schwab, Goldman Sachs, Synchrony

WESTLAKE, Texas--(BUSINESS WIRE)-- #Schwabbusinessupdate--The Charles Schwab Corporation announced that it has scheduled a Summer Business Update for institutional investors on Thursday, July 28th.

Schwab Announces Its Summer Business Update

WESTLAKE, Texas--(BUSINESS WIRE)---- $SCHW #RIAs--Schwab Advisor Services announces enhanced digital onboarding capabilities that let RIAs open multiple client accounts per household in just minutes.

With New Digital Onboarding Enhancements, Schwab Advisor Services Makes it Easier to Open Multiple Client Accounts for Households

New York, New York--(Newsfile Corp. - July 11, 2022) - Pomerantz LLP is investigating claims on behalf of investors of The Charles Schwab Corporation ("Charles Schwab" or the "Company") (NYSE: SCHW). Such investors are advised to contact Robert S. Willoughby at newaction@pomlaw.com or 888-476-6529, ext. 7980.The investigation concerns whether Charles Schwab Therapeutics and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. [Click here...

SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims on Behalf of Investors the Charles Schwab Corporation - SCHW

The Charles Schwab Corporation (SCHW) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

The Charles Schwab Corporation (SCHW) Earnings Expected to Grow: Should You Buy?

NEW YORK , July 5, 2022 /PRNewswire/ -- Attorney Advertising - Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of The Charles Schwab Corporation ("Charles Schwab" or the "Company") (NYSE: SCHW). Investors who purchased Charles Schwab shares are encouraged to obtain additional information and assist the investigation by visiting the firm's site: www.bgandg.com/schw.

Bronstein, Gewirtz & Grossman, LLC Notifies The Charles Schwab Corporation (SCHW) Investors of Investigation

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After what can only be called a dismal first half, most investors are looking for some relief in the form of returns for the remainder of 2022.

Top 10 Q3 Ideas From Bank of America

NEW YORK--(BUSINESS WIRE)-- #Action--Bragar Eagel & Squire, P.C., a nationally recognized stockholder rights law firm, is investigating potential claims against The Charles Schwab Corporation (“Schwab” or the “Company”) (NYSE: SCHW, SCHW-PD, SCHW-PJ) on behalf of Schwab stockholders. Our investigation concerns whether Schwab has violated the federal securities laws and/or engaged in other unlawful business practices. Click here to participate in the action. On July 1, 2021, Schwab disclosed that the

SCHWAB ALERT: Bragar Eagel & Squire, P.C. is Investigating The Charles Schwab Corporation on Behalf of Schwab Stockholders and Encourages Investors to Contact the Firm

New York, New York--(Newsfile Corp. - July 3, 2022) - WHY: Rosen Law Firm, a global investor rights law firm, continues its investigation of 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...

ROSEN, A LEADING LAW FIRM, Encourages The Charles Schwab Corporation Investors With Losses Over $100K to Inquire About Securities Class Action Investigation - SCHW

Learn why SCHW is the best stock for those looking to invest in financial companies. It's quietly become one of America's best-run banks.

The “Sleeper” Stock Quietly Beating Robinhood

LOS ANGELES , June 30, 2022 /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of The Charles Schwab Corporation ("Charles Schwab" or "the Company") (NYSE: SCHW) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

INVESTIGATION ALERT: The Schall Law Firm Encourages Investors in The Charles Schwab Corporation with Losses of $100,000 to Contact the Firm

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Investors usually aren't big fans of financial stocks, but if you know how to pick the right ones, it's possible to find safe opportunities. The post 9 Stocks to Survive a “Dead Cat Bounce” appeared first on InvestorPlace.

9 Stocks to Survive a “Dead Cat Bounce”

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These stocks are projected to be able to turn a profit under difficult economic conditions.

2 Great Stocks to Own Heading Into a Recession

WESTLAKE, Texas--(BUSINESS WIRE)-- #CCARstresstestresults--The Charles Schwab Corporation announced that it received the results of the Federal Reserve's 2022 Comprehensive Capital Analysis and Review (CCAR).

Charles Schwab Discloses Results of the Federal Reserve's 2022 Comprehensive Capital Analysis and Review

At its current price of $62 per share, it is trading 32% below its fair value of $92 – Trefis' estimate for Charles Schwab's valuation.

Where Is Charles Schwab Stock Headed?

UBS upgrades shares of Charles Scwab, saying the recent selloff in the stock has made the discount brokerage more attractive.

Schwab Is 'Relatively Insulated' From Market Risks. The Stock Is a Buy, Analyst Says.

Schwab Short-Term US Treasury ETF

Schwab US TIPS ETF

Charles Schwab Corp.'s SCHW, -1.43% Schwab Asset Management unit said Tuesday it'll trim operating expense ratios of seven passively managed exchange-traded funds (ETFs) and three actively managed mutual funds. The changes are in addition to fee reductions that took effect in December for five of the seven fixed income ETFs included in Tuesday's price cut.

Charles Schwab shaves fees on seven passive ETFs and three actively-managed ETFs

Los Angeles, California--(Newsfile Corp. - June 18, 2022) - The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of The Charles Schwab Corporation ("Charles Schwab" or "the Company") (NYSE: SCHW) for violations of the securities laws.The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors. The SEC announced on June 13, 2022, that it...

ONGOING INVESTIGATION REMINDER: The Schall Law Firm Encourages Investors in The Charles Schwab Corporation with Losses of $100,000 to Contact the Firm

WESTLAKE, Texas--(BUSINESS WIRE)--Today and for the sixth consecutive year, Points of Light, the world's largest nonprofit dedicated to accelerating people-powered change, recognized Charles Schwab among the 50 most community-minded companies in the U.S. For 10 years, The Civic 50 has provided a national standard for corporate citizenship and showcases how companies can use their time, skills, and resources to drive social impact in their communities and company. The Civic 50 honorees are compa

Charles Schwab Recognized by Points of Light for Driving Social Impact in Communities

WESTLAKE, Texas--(BUSINESS WIRE)-- #SchwabPrivateClient--Charles Schwab announced plans to change the name of its premier advisory solution, Schwab Private Client (SPC), to Schwab Wealth Advisory (SWA).

Entering Its Third Decade, Schwab's Premier Advisory Solution Announces Plans for New Name That Reflects Comprehensive Wealth Management Capabilities

Schwab (SCHW) provides upbeat Q2 revenue guidance on higher client activity during the quarter. This, along with higher net new assets balance in May 2022, leads to bullish investor sentiments.

Schwab (SCHW) Up on Solid Q2 View, Rise in May Net New Assets

Los Angeles, California--(Newsfile Corp. - June 15, 2022) -  The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of The Charles Schwab Corporation ("Charles Schwab" or "the Company") (NYSE: SCHW) for violations of the securities laws.The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors. The SEC announced on June 13, 2022, that it...

INVESTIGATION NOTICE: The Schall Law Firm Encourages Investors in The Charles Schwab Corporation with Losses of $100,000 to Contact the Firm

Schwab (SCHW) agrees to pay $187 million to settle the SEC charges that it mislead robo-adviser clients by not disclosing the less profitable fund allocations.

Schwab (SCHW) Settles Charges Related to Robo-Adviser Clients

NEW YORK--(BUSINESS WIRE)--WHY: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of The Charles Schwab Corporation (NYSE: SCHW) resulting from allegations that Charles Schwab may have issued materially misleading business information to the investing public. SO WHAT: If you purchased Charles Schwab securities you may be entitled to compensation without payment of any out of pocket fees or costs through a conti

SCHW INVESTOR NOTICE: Rosen Law Firm Encourages The Charles Schwab Corporation Investors with Losses to Inquire About Securities Class Action Investigation – SCHW

News for Charles Schwab Stock (SCHW)