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

AMTD International Inc

Charles Schwab said Monday that it is laying off 1,000 employees just weeks after completing its acquisition of TD Ameritrade. The job cuts are part of efforts to "reduce overlapping or redundant roles" across both firms, the company said.

Charles Schwab plans to lay off 3% of its workforce following TD Ameritrade merger

SAN FRANCISCO--(BUSINESS WIRE)--Schwab adds low-cost market-cap-weighted and blended ETF model portfolios to Riskalyze platform.

Schwab Adds Low-Cost Market-Cap-Weighted and Blended ETF Model Portfolios to Riskalyze Platform, Enabling Advisors to Create and Compare Investment Portfolios Based on Client Risk Tolerance

Morgan Stanley

Despite declines today, stocks look healthy according to the companies that rely on a healthy market.

The Stock Market Is Strong -- Just Look at Morgan Stanley and Schwab

Robinhood, Wealthfront, and other Internet brokerage start-ups are taking market share from the brokerage king.

Charles Schwab (SCHW) Struggling Despite Upbeat Quarter

Rise in client assets and solid client activity support Schwab's (SCHW) Q3 earnings.

Schwab (SCHW) Q3 Earnings Beat, Revenues Decline Y/Y

Schwab's sales met Wall Street expectations, while earnings shattered average forecasts.

Charles Schwab, One Of Nation’s Largest Brokers, Nabs $2.4 Billion In Revenues Despite Commission-Free Trading And Historically Low Interest Rates

SAN FRANCISCO--(BUSINESS WIRE)--Schwab Reports Third Quarter Earnings

Schwab Reports Third Quarter Earnings Per Share of $.48 GAAP, $.51 Adjusted(1)

While Schwab's (SCHW) trading revenues are likely to have improved in Q3 on rise in client activity amid higher market volatility, interest revenues are not expected to have improved much.

Increased Client Activity to Aid Schwab (SCHW) Q3 Earnings

SAN FRANCISCO--(BUSINESS WIRE)--Charles Schwab has earned the highest ranking in Investor’s Business Daily’s Most Trusted Financial Companies study

Charles Schwab Recognized as Most Trusted Online Broker by Investor’s Business Daily

SAN FRANCISCO--(BUSINESS WIRE)--Schwab Advisor Services will celebrate the 30th anniversary of IMPACT when the annual gathering for independent advisors kicks off on Oct. 27.

Schwab Advisor Services to Celebrate 30th Anniversary of Schwab IMPACT®

Schwab's (SCHW) acquisition of TD Ameritrade creates a behemoth in online brokerage space. This will substantially improve the company's market share and support financials.

Schwab Closes TD Ameritrade Buyout, Creates a Broker Behemoth

The combined company will have $6 trillion in assets and 28 million brokerage accounts.

Schwab Closes on TD Ameritrade Acquisition

JERSEY CITY, N.J., Oct. 6, 2020 /PRNewswire/ -- Former TD Ameritrade Chairman Joe Moglia says the just-finalized online broker's acquisition by Charles Schwab (NYSE: SCHW) marks the end of an era and the beginning of a new one. Moglia admits to this being a bittersweet time in a touching...

Former TD Ameritrade Chairman of the Board Joe Moglia bids farewell to the online broker in the wake of the Schwab acquisition and announces his plans for the future

SAN FRANCISCO--(BUSINESS WIRE)--The Charles Schwab Corporation (“Schwab”) announced that it has completed its acquisition of TD Ameritrade Holding Corporation (“TD Ameritrade").

Schwab Completes Acquisition of TD Ameritrade

Another development in the Schwab (SCHW)-TD Ameritrade (AMTD) deal, with the Fed's nod for TD Bank's acquisition of a minority, non-controlling interest in Charles Schwab.

Schwab-Ameritrade Deal Gets Regulatory Nod, To Close Soon

SAN FRANCISCO--(BUSINESS WIRE)--Schwab announced that the Federal Reserve approved TD Bank to acquire a minority, non-controlling interest in Schwab.

Schwab Provides Update on Regulatory Actions Related to Its Acquisition of TD Ameritrade

We started with a simple question about Charles Schwab Stock. Given a certain drop or rise, say a 5% drop in a week, what should we expect for the next week?

Can Charles Schwab Stock Rebound From Large Drops?

ETRADE

Interactive Brokers

Given the continued uncertainty relating to the pandemic along with other macroeconomic concerns, investment brokerage firms are expected to continue to benefit from heightened market volatility.

Uncertainty, Market Volatility to Keep Aiding Brokerage Firms

Schwab (SCHW) expects third-quarter revenues to be lower than the last quarter. Its August metrics witness growth, supported by strong equity market returns.

Schwab Stock Down on Bleak Q3 Outlook; August Metrics Rise

Baidu

CVS Health

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3 Popular Guru Stocks Trading Below the GF Value Line

Citigroup

Financials were the only sector not participating in the broader stock market rally, as selloff in shares of Charles Schwab Corp.

Financial stocks fall in face of stock market's rally, as Citigroup and Schwab help drag the sector down

Shares of Charles Schwab Corp. SCHW, +1.39% dropped 3.0% in premarket trading Tuesday, after the discount broker provided a downbeat third-quarter revenue outlook.

Charles Schwab's stock drops after downbeat revenue outlook

Users of Robinhood, Vanguard, E-Trade and other online brokerages were reporting problems Monday, a huge day for retail investors hoping to get a piece of Apple or Tesla's newly split stock.

Robinhood, Vanguard and E-Trade report glitches on huge trading day

Users of a number of popular trading platforms on Monday were complaining of downed systems and an inability to trade, coming as two of the two most prominent stocks were trading on a split-adjusted basis for the first time.

Popular trading platforms TD Ameritrade, Robinhood, others face outages as Tesla and Apple stocks split

Slashing trading commissions, offering fractional trades and record market volatility, are helping incumbent brokers ride the boom in retail investing.

News for Charles Schwab Stock (SCHW)