Charles Schwab (SCHW)
(Delayed Data from NYSE)
$75.38 USD
-0.70 (-0.92%)
Updated Jul 12, 2024 03:59 PM ET
After-Market: $74.98 -0.40 (-0.53%) 7:58 PM ET
3-Hold of 5 3
C Value C Growth F Momentum D VGM
Revenue - Line of Business Segments | YR Estimate | 12/31/2023 | 12/31/2022 | 12/31/2021 | 12/31/2020 | 12/31/2019 |
---|---|---|---|---|---|---|
Net Revenue: Asset management and... |
-- | 2,563 | 2,055 | 1,961 | -- | -- |
Net Revenue: Asset management and... |
-- | 254 | 244 | 259 | -- | -- |
Net revenues: Asset management an... |
-- | 71 | 63 | 61 | 54 | 50 |
Net revenues: Net interest revenu... |
-- | 9,427 | 10,682 | 8,030 | 6,113 | 6,516 |
Net revenues: Asset management an... |
-- | 4,756 | 4,216 | 4,274 | 3,475 | 3,211 |
Net revenues: Trading revenue [$M... |
-- | 3,230 | 3,673 | 4,152 | 1,416 | 752 |
Net revenues: Bank deposit accoun... |
-- | 705 | 1,409 | 1,315 | 355 | -- |
Net revenues: Other [$M] |
-- | 719 | 782 | 749 | 332 | 242 |
Net revenues: Asset management an... |
-- | 1,034 | 442 | 131 | 478 | -- |
Net revenues: Asset management an... |
-- | 382 | 364 | 380 | 300 | -- |
Net revenues: Asset management an... |
-- | 657 | 602 | 724 | 599 | 606 |
Net revenues: Asset management an... |
-- | 1,868 | 1,854 | 1,993 | 1,443 | -- |
Net Revenue: Asset management and... |
-- | 490 | 647 | 726 | -- | -- |
NFM - Operating & Non Financial Metrics | YR Estimate | 12/31/2023 | 12/31/2022 | 12/31/2021 | 12/31/2020 | 12/31/2019 |
Core net new client assets [$B] |
-- | -- | 428 | -- | -- | -- |
Full-time equivalent employees (a... |
-- | 33,000 | 35,300 | 33,400 | 32,000 | 19,700 |
Tier 1 Capital/Risk-Weighted Asse... |
-- | 32 | 29 | 27 | 25 | 23 |
Leverage Ratio [%] |
-- | 9 | 7 | 6 | 6 | 7 |
Average revenue earned per revenu... |
-- | -- | 3 | 3 | 2 | 7 |
New brokerage accounts [K] |
-- | 3,806 | 4,044 | 1,318 | 15,774 | 1,568 |
Banking accounts [K] |
-- | -- | 1,716 | 1,499 | 1,499 | 1,390 |
Average Interest Earning Assets [... |
-- | 471 | 594 | 548 | 376 | 269 |
Total client assets [$B] |
-- | 8,517 | 7,050 | 8,138 | 6,692 | 4,039 |
Clients daily average trades - To... |
-- | 5,394 | 5,925 | 6,102 | 2,603 | 749 |
Net new client assets [$B] |
-- | 337 | 407 | 135 | 1,691 | 223 |
Average Client Assets - Schwab mo... |
-- | 392 | 180 | 156 | -- | -- |
Average Client Assets - Schwab eq... |
-- | 472 | 433 | 424 | -- | -- |
Average Client Assets - Mutual Fu... |
-- | 249 | 202 | 229 | -- | -- |
Average Client Assets - Total adv... |
-- | 555 | 531 | 542 | -- | -- |
Net interest margin [%] |
-- | 2 | 2 | 1 | 2 | -- |
Active brokerage accounts [K] |
-- | 34,838 | 33,758 | 33,165 | 29,629 | 12,333 |
Workplace Plan Participant Accoun... |
-- | -- | 2,351 | 2,200 | 2,054 | 1,748 |
Client assets - Schwab One other ... |
-- | -- | 459 | 566 | 458 | 257 |
Client assets - Total mutual fund... |
-- | 2,329 | 1,936 | 2,316 | 2,100 | 1,567 |
Client assets - Equity and other ... |
-- | 3,164 | 3,260 | 3,260 | 2,505 | 1,286 |
Client assets - Fixed income secu... |
-- | 780 | 593 | 356 | 377 | 327 |
Client assets - Margin loans outs... |
-- | -63 | -63 | -87 | -61 | -20 |
Client assets - Schwab Investor S... |
-- | 4,519 | 3,682 | 4,401 | 3,668 | 2,131 |
Client assets - Schwab Advisor Se... |
-- | 3,998 | 3,368 | 3,737 | 3,024 | 1,908 |
Client assets - Proprietary Mutua... |
-- | 663 | 433 | -- | 319 | 323 |
Client assets - Mutual Fund Marke... |
-- | 1,666 | 1,504 | 1,987 | 1,781 | 1,244 |