The Charles Schwab Corporation (SCHW Quick QuoteSCHW - Free Report) reported $7.17 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 16.9%. EPS of $1.69 for the same period compares to $1.31 a year ago.

The reported revenue represents a surprise of -0.26% over the Zacks Consensus Estimate of $7.19 billion. With the consensus EPS estimate being $1.66, the EPS surprise was +1.81%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Charles Schwab performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Average Client Assets - Mutual Fund OneSource and other no-transaction-fee funds: $486.89 million versus $497.13 million estimated by four analysts on average.
• Average Client Assets - Total managed investing solutions: $967.1 million versus $897.97 million estimated by four analysts on average.
• Average Balance - Total interest-earning assets: $451.54 billion versus $455.64 billion estimated by four analysts on average.
• Total client assets: $13,333.20 billion versus the four-analyst average estimate of $13,428.70 billion.
• Net Revenues- Bank deposit account fees: $345 million versus $360.96 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +39.7% change.
• Net Revenues- Other: $279 million versus the six-analyst average estimate of $228.18 million. The reported number represents a year-over-year change of +64.1%.
• Net Revenues- Trading revenue: $1.16 billion compared to the $1.17 billion average estimate based on six analysts. The reported number represents a change of +16.4% year over year.
• Net Revenues- Asset management and administration fees: $1.91 billion compared to the $1.9 billion average estimate based on six analysts. The reported number represents a change of +14.4% year over year.
• Net Revenues- Net interest revenue: $3.48 billion compared to the $3.53 billion average estimate based on six analysts. The reported number represents a change of +14% year over year.
• Net Revenues- Asset management and administration fees- Mutual Fund OneSource and other no-transaction-fee funds: $277 million versus the three-analyst average estimate of $285.75 million. The reported number represents a year-over-year change of +7%.
• Net Revenues- Asset management and administration fees- Total managed investing solutions: $761 million versus the three-analyst average estimate of $750.03 million. The reported number represents a year-over-year change of +22.9%.
• Net Revenues- Asset management and administration fees- Schwab equity and bond funds, exchange-traded funds (ETFs), and collective trust funds (CTFs): $167 million versus $166.36 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +26.5% change.

View all Key Company Metrics for Charles Schwab here>>>

Shares of Charles Schwab have returned -8% over the past month versus the Zacks S&P 500 composite's +1.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.