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

Bank of America

Cigna

CVS Health

Chevron

First Republic

Home Depot

Johnson & Johnson

Pfizer

UnitedHealth Group

What's worse than missing out on the five stocks driving the entire S&P 500 this year? Owning the ones that are dragging it down.

These 10 Crummy Stocks Already Cost Investors $300 Billion

iShares U.S. Broker-Dealers & Securities Exchanges ETF

God Bless America ETF

Charles Schwab Corporation reported strong Q1 2023 earnings, surpassing earnings expectations and driving up its stock price. However, the top line missed estimates.

Should You Tap Charles Schwab's Q1 Earnings With ETFs?

Charles Schwab (NYSE: SCHW) stock price jumped by more than 5% on Monday after the company published its quarterly earnings. The shares jumped to a high of $52.76, which was ~16% above the lowest level this year.

SCHW stock price cheered Q1 earnings: don't buy Schwab yet

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While you shouldn't automatically follow the masses with every decision, the stocks that hedge funds are buying now may provide considerable value to retail investors. Fundamentally, hedge funds typically own the best research tools, platforms, and resources.

The 7 Top Stocks That Hedge Funds Are Buying Now

Charles Schwab does look more interesting on the March bank-run dumping spree, but further downside cannot be ruled out. I would avoid shares until the U.S. stock market bottoms, which could be another 15% to 20% away for downside, as a recession becomes reality.

Charles Schwab: I Am Waiting For Lower Prices To Buy

Shares of Charles Schwab (NYSE: SCHW ) stock are up by about 2% after the multinational financial services company reported its first-quarter earnings. First, revenue tallied in at $5.11 billion, missing the consensus analyst estimate of $5.15 billion.

5 Investors Betting Big on Charles Schwab (SCHW) Stock

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In this article, I will show you how you could allocate $10,000 among my top 20 dividend growth and high dividend yield companies for the month of April. Due to the allocation I have chosen, that I'll discuss in this article, you would achieve a Weighted Average Dividend Yield [FWD] of 3.12% with this portfolio.

How To Allocate $10,000 Among My Top 20 Dividend Stocks Of April 2023

State Street

Banks across the board are under pressure to pay depositors more as interest rates continue to rise.

State Street, Schwab See Deposits Drop

We knew it was coming, and we've written about it already, but this morning's release of their Q1 numbers just confirmed Charles Schwab Corporation's (NYSE: SCHW) recovery has begun. It was a breath of fresh air for investors of the online broker.

Charles Schwab's Recovery Just Shifted Gears

M&T Bank

Regional banks in the United States on Monday reported deposit outflows between 3% and 11% from the prior quarter after customers sought the refuge of bigger banks in the aftermath of one of the worst banking crises.

Factbox: Deposit flight from U.S. regional banks raise questions about funding costs

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We start a new week of trading in a somewhat tepid move, after an up-week last week. Even the small-cap Russell 2000, which took longer to gain any positive traction, gained a half of 1% over the past five trading days.

Earnings Season Continues With Big Banks

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First-quarter earnings from the largest U.S. banks are off to a mostly positive beginning despite a tough start to the year for the sector, analysts at Jefferies said Monday.

Bank earnings ‘off to a good start,' with Bank of America and Goldman Sachs on deck

Rise in NII and absence of fee waivers support Schwab's (SCHW) Q1 earnings amid lower trading income and bank deposit fees and an increase in expenses.

Schwab's (SCHW) Q1 Earnings Beat, Revenues Miss, Stock Down

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 March 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) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

Charles Schwab Corporation (NYSE:SCHW) is among the latest financial institutions to announce first-quarter results.

Charles Schwab Stock Brushes Off Revenue Miss

The Charles Schwab Corporation (SCHW) came out with quarterly earnings of $0.93 per share, beating the Zacks Consensus Estimate of $0.90 per share. This compares to earnings of $0.77 per share a year ago.

The Charles Schwab Corporation (SCHW) Tops Q1 Earnings Estimates

Earnings season continues, with much of the focus right now on bank stocks. State Street suffered a big drop in fee revenue from its asset management business.

Bank Stocks Are Still Under Pressure -- Here's the Latest

Charles Schwab Corp beat first-quarter profit estimates as rate hikes by the Federal Reserve boosted the financial services provider's interest income, even as it struggled with a decline in deposits from the U.S. banking crisis last month.

Charles Schwab beats profit estimates on higher rates; deposits drop

Charles Schwab (NYSE:SCHW) has reported a strong rise in first-quarter revenue and earnings as it continued to attract new client investment inflows and benefitted from a rising interest-rate environment.  The company, which provides securities brokerage, banking and related financial services, grew 1Q revenue by 10% to $5.12 billion.

Charles Schwab reports 14% rise in 1Q earnings as total client assets top $7.58 trillion

Charles Schwab stock rose early Monday after it beat Q1 earnings estimates. M&T Bank, State Street report results following March bank panic.

Charles Schwab Stock Rises After Earnings Beat, Pauses Buybacks; M&T Rallies, State Street Dives

Shares of Charles Schwab Corp. SCHW, -1.40% rose 1.0% in premarket trading Monday, after the discount broker and financial services company reported first-quarter profit that beat expectations, while revenue came up a bit shy. Chief Executive Officer Walt Bettinger said while the stock market rebounded during the quarter, equity investor sentiment “remained bearish,” while the bond markets reflected “growing fears of an economic downturn.

Charles Schwab stock gains after earnings beat expectations, while revenue was a bit shy

WESTLAKE, Texas--(BUSINESS WIRE)--Schwab reports strong first quarter results. Its net income for the first quarter of 2023 was $1.6 billion, up 14% from the first quarter of 2022.

Schwab Reports Strong First Quarter Results

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sankai Listen on the go! Subscribe to Wall Street Breakfast on Apple Podcasts and Spotify 2:00 - Fed rhetoric and interest rates 4:50 - Recent bank earnings, what it means for the financial sector.

Bank Earnings, Charles Schwab Takeover And Clean Energy With Kirk Spano

Despite investors' valiant efforts to prop up Charles Schwab stock after the mid-March bottom, its comeback has hit a snag. We discuss why investors need to reflect a more substantial discount against its average valuation, as SCHW is not cheap relative to its peers.

Charles Schwab: Fortune Favors The Brave

Charles Schwab stock (NYSE: SCHW) has lost 38% YTD as compared to the 7% rise in the S&P500 index over the same period.

Charles Schwab Stock Is Undervalued

News for Charles Schwab Stock (SCHW)