Charles Schwab (SCHW)
(Delayed Data from NYSE)
$64.93 USD
-0.46 (-0.70%)
Updated Sep 23, 2024 04:00 PM ET
After-Market: $64.95 +0.02 (0.03%) 6:06 PM ET
3-Hold of 5 3
C Value F Growth D Momentum F VGM
- YR Estimate
- 12/31/2023
- 12/31/2022
- 12/31/2021
- 12/31/2020
- 12/31/2019
- Revenue - Line of Business (LOBR)
- Net revenues: Net interest revenue
- 9,427.00
- 10,682.00
- 8,030.00
- 6,113.00
- 6,516.00
- Revenue - Line of Business (LOBR)
- Net revenues: Asset management and administration fees
- 4,756.00
- 4,216.00
- 4,274.00
- 3,475.00
- 3,211.00
- Revenue - Line of Business (LOBR)
- Net revenues: Trading revenue
- 3,230.00
- 3,673.00
- 4,152.00
- 1,416.00
- 752.00
- Revenue - Line of Business (LOBR)
- Net revenues: Bank deposit account fees
- 705.00
- 1,409.00
- 1,315.00
- 355.00
- --
- Revenue - Line of Business (LOBR)
- Net revenues: Other
- 719.00
- 782.00
- 749.00
- 332.00
- 242.00
- Revenue - Line of Business (LOBR)
- Net revenues: Asset management and administration fees: Schwab money market funds
- 1,034.00
- 442.00
- 131.00
- 478.00
- --
- Revenue - Line of Business (LOBR)
- Net revenues: Asset management and administration fees: Schwab equity and bond funds, ETFs and collective trust funds (CTFs)
- 382.00
- 364.00
- 380.00
- 300.00
- --
- Revenue - Line of Business (LOBR)
- Net revenues: Asset management and administration fees: Mutual Fund OneSource and other non-transaction fee funds
- 657.00
- 602.00
- 724.00
- 599.00
- 606.00
- Revenue - Line of Business (LOBR)
- Net revenues: Asset management and administration fees: Advice solutions
- 1,868.00
- 1,854.00
- 1,993.00
- 1,443.00
- --
- Revenue - Line of Business (LOBR)
- Net Revenue: Asset management and administration fees: Other third-party mutual funds and ETFs
- 490.00
- 647.00
- 726.00
- --
- --
- Revenue - Line of Business (LOBR)
- Net Revenue: Asset management and administration fees: Total mutual funds, ETFs, and CTFs
- 2,563.00
- 2,055.00
- 1,961.00
- --
- --
- Revenue - Line of Business (LOBR)
- Net Revenue: Asset management and administration fees: Other balance-based fees
- 254.00
- 244.00
- 259.00
- --
- --
- Revenue - Line of Business (LOBR)
- Net revenues: Asset management and administration fees: Other
- 71.00
- 63.00
- 61.00
- 54.00
- 50.00
- Non Financial / Operating Metric (NFM)
- Average Interest Earning Assets
- 471.07
- 593.77
- 547.95
- 375.70
- 268.57
- Non Financial / Operating Metric (NFM)
- Total client assets
- 8,500.00
- 7,049.80
- 8,138.00
- 6,691.70
- 4,038.80
- Non Financial / Operating Metric (NFM)
- Clients daily average trades - Total
- 5,192.00
- 5,925.00
- 6,102.00
- 2,602.60
- 748.90
- Non Financial / Operating Metric (NFM)
- Net new client assets
- 337.20
- 406.90
- 134.60
- 1,690.70
- 222.80
- Non Financial / Operating Metric (NFM)
- Average Client Assets - Schwab money market funds
- 391.86
- 179.79
- 155.82
- --
- --
- Non Financial / Operating Metric (NFM)
- Average Client Assets - Schwab equity and bond funds, ETFs and collective trust funds (CTFs)
- 471.83
- 433.01
- 424.00
- --
- --
- Non Financial / Operating Metric (NFM)
- Average Client Assets - Mutual Fund OneSource and other non-transaction fee funds
- 249.13
- 202.02
- 229.34
- --
- --
- Non Financial / Operating Metric (NFM)
- Average Client Assets - Total advice Solutions
- 554.75
- 530.86
- 542.41
- --
- --
- Non Financial / Operating Metric (NFM)
- Net interest margin
- 1.98
- 1.78
- 1.45
- 1.62
- 2.41
- Non Financial / Operating Metric (NFM)
- Active brokerage accounts
- 34,838.00
- 33,758.00
- 33,165.00
- 29,629.00
- 12,333.00
- Non Financial / Operating Metric (NFM)
- Workplace Plan Participant Accounts
- --
- 2,351.00
- 2,200.00
- 2,054.00
- 1,748.00
- Non Financial / Operating Metric (NFM)
- Client assets - Schwab One other cash equivalents and deposits from banking clients
- 368.30
- 459.40
- 566.10
- 458.40
- 256.70
- Non Financial / Operating Metric (NFM)
- Client assets - Total mutual fund assets
- 2,329.20
- 1,936.40
- 2,316.40
- 2,100.40
- 1,567.30
- Non Financial / Operating Metric (NFM)
- Client assets - Equity and other securities
- 3,163.50
- 2,529.40
- 3,259.80
- 2,504.70
- 1,286.40
- Non Financial / Operating Metric (NFM)
- Client assets - Fixed income securities
- 779.70
- 593.40
- 356.40
- 377.10
- 327.10
- Non Financial / Operating Metric (NFM)
- Client assets - Margin loans outstanding
- -62.90
- -63.10
- -87.40
- -60.90
- -19.50
- Non Financial / Operating Metric (NFM)
- Client assets - Schwab Investor Services
- 4,519.10
- 3,682.10
- 4,400.70
- 3,667.90
- 2,131.00
- Non Financial / Operating Metric (NFM)
- Client assets - Schwab Advisor Services
- 3,997.50
- 3,367.70
- 3,737.30
- 3,023.80
- 1,907.80
- Non Financial / Operating Metric (NFM)
- Client assets - Proprietary Mutual Funds and CTFs - Total
- 663.10
- 432.50
- --
- 319.00
- 163.80
- Non Financial / Operating Metric (NFM)
- Client assets - Mutual Fund Marketplace - Total
- 1,666.10
- 1,503.90
- 1,986.80
- 1,781.40
- 1,244.00
- Non Financial / Operating Metric (NFM)
- New brokerage accounts
- 3,806.00
- 4,044.00
- 1,318.00
- 15,774.00
- 1,568.00
- Non Financial / Operating Metric (NFM)
- Core net new client assets
- 305.70
- 427.70
- --
- --
- --
- Non Financial / Operating Metric (NFM)
- Leverage Ratio
- 8.50
- 7.20
- 6.20
- 6.30
- 7.30
- Non Financial / Operating Metric (NFM)
- Average revenue earned per revenue trade
- 2.36
- 2.66
- 2.62
- 2.34
- 7.26
- Non Financial / Operating Metric (NFM)
- Full-time equivalent employees (at quarter end)
- 33.00
- 35,300.00
- 33,400.00
- 32,000.00
- 19,700.00
- Non Financial / Operating Metric (NFM)
- Banking accounts
- 1,838.00
- 1,716.00
- 1,499.00
- 1,499.00
- 1,390.00
- Non Financial / Operating Metric (NFM)
- Tier 1 Capital/Risk-Weighted Assets
- 31.70
- 28.90
- 26.70
- 24.70
- 22.60