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

Online trading platforms Charles Schwab , Fidelity Investments and TD Ameritrade were down for thousands of users on Monday, according to outage tracking website Downdetector.com.

Online trading platforms down for thousands of users, Downdetector shows

Charles Schwab Corporation SCHW tanked in early trading on Monday, after several analysts cut their forecasts following the company's second-quarter results.

Charles Schwab's Strategic Shift May Weigh On Stock: 'Could Significantly Change The Economics That Drive Nearly Half The Company's Revenue'

Piper Sandler cut its rating to Neutral from Overweight and lowered its price target.

Schwab Just Lost a Longtime Bull. The ‘Uncertainty' Changed His Mind.

Charles Schwab fell following July's earnings call when it said it would take actions to shrink its banking footprint. The company has struggled with falling deposits and higher funding costs since last year's regional banking crisis.

Charles Schwab Stock Plummeted 19% in the Days Following Its Earnings Announcement. Here's Why.

Brokerage firm Charles Schwab has appointed Michael Verdeschi as its chief financial officer, effective Oct. 1, according to a filing with the U.S. securities regulator on Thursday.

Charles Schwab names Michael Verdeschi as CFO

Retail financial services firm Charles Schwab Co. NYSE: SCHW shares fell 17% in the days following its Q2 2024 earnings report. The company still beat EPS estimates and just barely eked out a YoY revenue gain.

Is This Financial Stock a Bargain Buy After Recent Pullback?

Charles Schwab reported earnings for the second quarter this week. The company is doing well in acquiring assets but facing headwinds in its banking operations.

Charles Schwab Stock Slipped Over 15% This Week. Here's Why.

Charles Schwab shares dropped over 5% after reporting Q2 earnings, with revenue up 1% and interest revenue down 6%. Despite mixed earnings, SCHW remained profitable, expanded its net margins, and reported strong core net new asset growth in the second quarter. The drop in share price presents a buying opportunity for investors as the company is undervalued and the valuation reflects a higher safety margin.

Charles Schwab: This Is A Golden Buying Opportunity (Rating Upgrade)

In a Thursday interview with CNBC's Jim Cramer, Charles Schwab CEO Walt Bettinger pushed back against negative sentiment on Wall Street about his company. Schwab saw shares decline this week after certain metrics in its banking business fell short of expectations during the recent quarter.

Charles Schwab CEO defends business as shares tank after earnings

Three key concerns from investors have been weighing on Charles Schwab Corp. as the brokerage giant's stock slide extends into a fifth day, JPMorgan Chase analyst Kenneth Worthington said in a note Thursday.

Schwab's stock keeps falling for these three reasons, JPMorgan analyst says

Investors so disliked the brokerage's earnings report published on Tuesday, they continued their sell-off. This was aided by a round of price-target cuts and even a recommendation downgrade from analysts.

Why Charles Schwab Stock Slumped Again on Wednesday

The Charles Schwab Corporation's second quarter results showed stagnation with client inflows slowing, deposit outflows continuing, and reliance on interest rate cuts for earnings growth. The Company is halting share buybacks to improve the balance sheet, impacting near term capital returns to investors. Despite a 15% share price pullback, I am cautious amidst continued deposit migration and concerns about customer service/satisfaction.

Charles Schwab: Focus On Balance Sheet Improvement Scares Investors

Charles Schwab Corp. SCHW, -6.35% recently completed the largest brokerage acquisition and integration in its history. Now it has to figure out what comes next.

Schwab got millions of new customers by buying TD Ameritrade — now what?

The Charles Schwab Corporation SCHW posted better-than-expected reported second-quarter results on Tuesday.

These Analysts Cut Their Forecasts On Charles Schwab After Q2 Results

DigiAsia Corp

LPL Financial Hlds

The most oversold stocks in the financials sector presents an opportunity to buy into undervalued companies. `

Top 3 Financials Stocks That Could Blast Off In Q3

Major U.S. equities traded higher after several companies posted strong earnings results and a report showed that retail sales remained steady in June compared with the prior month, outperforming economists' predictions.

S&P 500 Gains and Losses Today: Charles Schwab Drops as Firm Plans To Shrink Bank

Charles Schwab shares plunged nearly 9% after second quarter earnings data release. Revenue came in $10 million lower than expected, and other metrics were discouraging. Despite some negative aspects, SCHW generated earnings per share above analyst forecasts and saw growth in total client assets, as well as elsewhere.

Understanding Charles Schwab's Plunge

Although the revenue and EPS for Charles Schwab (SCHW) give a sense of how its business performed in the quarter ended June 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Charles Schwab (SCHW) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Charles Schwab "beat earnings" on both the top and bottom lines this morning. Earnings weren't quite as strong as they looked at first, however.

Why Charles Schwab Stock Just Dropped 9%

Charles Schwab shares fell 6% after disappointing earnings, as it is struggling with declining client cash utilization. The company's core business shows solid growth, with higher equity markets driving AUM growth and favorable asset flows. Despite asset growth, cash balances continue to decline, impacting net interest income, and this pressure will continue to weigh on earnings growth.

Charles Schwab: Cash Headwinds Persist In Q2 (Downgrade)

Shares of The Charles Schwab Corporation (NYSE: SCHW) plunged over 9% today following the release of its Q2 earnings report. The financial services giant reported a mixed bag of results, with some metrics exceeding expectations while others fell short, raising questions about the company's future trajectory in a highly competitive environment.

Charles Schwab shares plunge 9% after Q2 earnings: Time to buy or sell?

Charles Schwab (SCHW) shares tumbled in intraday trading Tuesday after Chief Executive Officer (CEO) Walt Bettinger warned that the financial services company plans to downsize in order to maintain profitability.

Charles Schwab Stock Sinks as CEO Says Firm Will Get 'Smaller'

The Charles Schwab Corporation (NYSE:SCHW ) Q2 2024 Results Conference Call July 16, 2024 8:30 AM ET Company Participants Jeff Edwards - Head of Investor Relations Walt Bettinger - Co-Chairman and Chief Executive Officer Rick Wurster - President Peter Crawford - Chief Financial Officer Conference Call Participants Brian Bedell - Deutsche Bank Ken Worthington - JPMorgan Kyle Voigt - KBW Dan Fannon - Jefferies Steven Chubak - Wolfe Research Brennan Hawken - UBS Benjamin Budish - Barclays Alex Blostein - Goldman Sachs Bill Katz - TD Cowen Michael Cyprys - Morgan Stanley Chris Allen - Citi Devin Ryan - Citizens JMP Jeff Edwards Good morning, everyone, and welcome to the Schwab 2024 Summer Business Update. This is Jeff Edwards, Head of Investor Relations; and I'm joined today by our Co-Chairman and CEO, Walt Bettinger; President, Rick Wurster; and CFO, Peter Crawford.

The Charles Schwab Corporation (SCHW) Q2 2024 Earnings Call Transcript

Morgan Stanley

Bank earnings are flooding in, with Morgan Stanley (NYSE:MS) and Charles Schwab Corporation (NYSE:SCHW) among the latest to report second-quarter results.

Options Traders Target 2 Bank Stocks After Earnings

Modest revenue growth driven by solid asset management business supports Schwab's (SCHW) Q2 earnings amid subdued interest income and trading performances.

News for Charles Schwab Stock (SCHW)