Frequently Asked Questions About SCHW

What KPIs does The Charles Schwab Corporation report?

The KPIs tab tracks 7 operating metrics and 9 segment figures that The Charles Schwab Corporation (SCHW) reports each quarter, including Active Brokerage Accounts, Client Assets, Total Net New Client Assets, Client Cash as a Percentage of Client Assets, Core Net New Client Assets and Investor Services Net New Client Assets, with history back to the quarter ended March 31, 2019.

Where do SCHW's KPIs come from?

From The Charles Schwab Corporation's own reporting: its quarterly earnings releases and investor documents, its 10-Q and 10-K reports and the financial data tagged in them. Each value is read from the document it links to. Before a metric is shown, its history is cross-checked against an independent dataset or, for a figure that dataset never carried, against The Charles Schwab Corporation's own later filings, which print each quarter again; each new quarter passes consistency checks (its scale against earlier quarters and its sign) before it is shown. A segment figure read from the earnings release before the 10-Q or 10-K is filed is marked Provisional until that filing is read, and a figure the filing tags for the quarter then replaces it; a figure computed from reported parts (a fourth quarter as the year less the first nine months, or a gross profit as revenue less cost) is marked as computed, and when The Charles Schwab Corporation restates a figure on a new basis, the tab shows where the new basis begins.

Is the SCHW KPIs tab free?

The KPIs tab is part of Dividend Data Pro. Without Pro, the tab lists every metric it holds for SCHW, so you can see what is there before you upgrade.

SCHW

The Charles Schwab Corporation

NYSE·Financial, Capital Markets · Financial Services

$90.58$0.86−0.94%

After hours·$90.48−0.11%

Market cap$156.64B·Market closed·Oct 23 4:00 PM EDT

KPI Snapshot

PRO

Every quarter of all 16 metrics The Charles Schwab Corporation reports, back to Mar 2019, charted and broken down the way the company reports them.

Operating Metrics

Active Brokerage Accounts
Client Assets
Total Net New Client Assets
Client Cash as a Percentage of Client Assets
Core Net New Client Assets
Investor Services Net New Client Assets
Margin Loan Balances

Revenue

Advisor Services Revenue
Asset Management & Administration Revenue
Bank Deposit Account Revenue
Investor Services Revenue
Net Interest Revenue
Other Service Revenue
Trading Revenue

Profit

EBT

Advisor Services Income Before Taxes on Income
Investor Services Income Before Taxes on Income

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Frequently Asked Questions About SCHW

What KPIs does The Charles Schwab Corporation report?: The KPIs tab tracks 7 operating metrics and 9 segment figures that The Charles Schwab Corporation (SCHW) reports each quarter, including Active Brokerage Accounts, Client Assets, Total Net New Client Assets, Client Cash as a Percentage of Client Assets, Core Net New Client Assets and Investor Services Net New Client Assets, with history back to the quarter ended March 31, 2019.
Where do SCHW's KPIs come from?: From The Charles Schwab Corporation's own reporting: its quarterly earnings releases and investor documents, its 10-Q and 10-K reports and the financial data tagged in them. Each value is read from the document it links to. Before a metric is shown, its history is cross-checked against an independent dataset or, for a figure that dataset never carried, against The Charles Schwab Corporation's own later filings, which print each quarter again; each new quarter passes consistency checks (its scale against earlier quarters and its sign) before it is shown. A segment figure read from the earnings release before the 10-Q or 10-K is filed is marked Provisional until that filing is read, and a figure the filing tags for the quarter then replaces it; a figure computed from reported parts (a fourth quarter as the year less the first nine months, or a gross profit as revenue less cost) is marked as computed, and when The Charles Schwab Corporation restates a figure on a new basis, the tab shows where the new basis begins.
Is the SCHW KPIs tab free?: The KPIs tab is part of Dividend Data Pro. Without Pro, the tab lists every metric it holds for SCHW, so you can see what is there before you upgrade.