NYSE$SCHW

Charles Schwab Corp · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Net income reported for the second quarter with core net new assets rising, and total client assets reaching a record.

The Charles Schwab Corporation reported a net income of $1.3 billion for the second quarter of 2024, with diluted earnings per share of $0.66. Adjusted net income was $1.5 billion, or $0.73 per share. Total client assets reached a record $9.4 trillion, and core net new assets grew by 17% year-over-year to $61.2 billion.

  • Total client assets reached a record $9.41 trillion, up 17% year-over-year.
  • Core net new assets rose 17% year-over-year to $61.2 billion.
  • Active brokerage accounts increased 4% year-over-year to 35.6 million.
  • Client assets receiving ongoing advisory services are up 16% year-over-year.

Headline financials

Total Revenue

$4.69B

Previous: $4.66B+0.7%
EPS

$0.66

Previous: $0.75-12.0%
Core Net New Assets

$61.2B

No prior period
Total Client Assets

$9.41T

Previous: $8.02T+17.3%
New Brokerage Accounts

985.0K

Previous: 960.0K+2.6%
Active Brokerage Accounts

35.6M

Previous: 34.4M+3.6%
Capital Expenditures

-$238M

Previous: -$398M+40.2%
Free Cash Flow

$1.09B

Previous: $896M+22.1%
Net Income

$1.33B

Previous: $1.29B+2.9%
Operating Income

$2.35B

Previous: $2.31B+1.6%
Gross Profit

$4.69B

Previous: $4.66B+0.7%
Cash & Equivalents

$25.4B

Previous: $47.7B-46.8%
Total Assets

$450B

Previous: $512B-12.1%
Stock-Based Comp

$71M

Previous: $60M+18.3%

Revenue & EPS history

Charles Schwab · Revenue · Quarterly

$4.69B

Q2 2024+0.7%vs Q2 2023
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

Charles Schwab · $4.4B total across 4 segments · Q3 2023

  • Net Interest Revenue
    $2.24B-23.5%
  • Asset Mgmt/Admin Fees
    $1.22B+16.9%
  • Trading Revenue
    $768M-17.4%
  • Other Revenue
    $172M-6.5%

Forward guidance

This press release contains forward-looking statements relating to the company’s value proposition and success with investors, Ameritrade integration-related attrition, expense management and capital levels.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+0.8%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+2.7%

Avg return

30 days after

63%

46 / 73 earnings

Positive

+12.6%

Q2 2023

Best reaction

-15.0%

Q2 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.1%+2.5%-0.1%
Q4 2025+0.6%-8.3%-9.4%
Q3 2025-1.0%+0.8%+0.1%
Q2 2025+2.3%+0.2%-2.1%
Q1 2025+0.6%+1.2%+17.2%
Q4 2024+5.5%+7.1%+7.1%
Q3 2024+6.3%+5.2%+18.2%
Q2 2024-15.0%-17.3%-13.1%
Q1 2024+4.3%+4.8%+12.4%
Q4 2023-2.5%-1.1%+0.1%
Q3 2023+4.6%-0.9%+9.3%
Q2 2023+12.6%+13.4%+1.9%
Q1 2023+6.4%+6.0%+2.1%
Q4 2022-8.6%-6.9%-3.8%
Q3 2022-0.5%+1.9%+12.2%
Q2 2022+1.6%+1.3%+21.4%
Q1 2022-7.1%-15.0%-23.5%
Q4 2021-4.2%-6.6%-10.0%
Q3 2021+3.1%+4.5%+5.1%
Q2 2021-5.5%-1.4%+4.9%
Q1 2021-4.0%-5.6%+8.6%
Q4 2020-0.2%-0.6%+5.4%
Q3 2020+5.8%+5.4%+23.9%
Q2 2020-6.2%-1.2%-1.7%
Q1 2020-4.4%+1.0%-10.1%
Q4 2019+2.6%+2.8%+0.2%
Q3 2019+3.4%+5.9%+15.0%
Q2 2019+2.3%+6.0%-9.3%
Q1 2019+0.7%+0.4%-5.8%
Q4 2018+6.0%+8.4%+4.8%
Q3 2018-1.6%-4.4%-4.4%
Q2 2018+6.2%+2.1%+0.1%
Q1 2018+5.0%+7.7%+15.4%
Q4 2017-0.4%-0.2%-6.1%
Q3 2017-3.0%-0.1%-0.4%
Q2 2017-1.8%-1.8%-7.6%
Q1 2017+0.4%+0.5%+0.5%
Q4 2016+2.8%+2.1%+3.0%
Q3 2016+0.8%+0.9%+14.8%
Q2 2016+1.7%+4.3%+11.4%
Q1 2016+0.4%
Q4 2015-1.9%
Q3 2015+3.2%
Q2 2015+3.4%
Q1 2015+0.2%
Q4 2014+0.3%
Q3 2014+0.9%
Q2 2014-1.2%
Q1 2014+6.1%
Q4 2013+2.8%
Q3 2013+6.5%
Q2 2013-3.5%
Q1 2013-1.9%
Q4 2012-0.3%
Q3 2012+2.9%
Q2 2012+2.6%
Q1 2012+0.9%
Q4 2011+2.0%
Q3 2011+1.7%
Q2 2011-12.5%
Q1 2011+1.0%
Q4 2007+1.1%
Q4 2010+1.1%
Q4 2009+1.1%
Q3 2010-3.5%
Q2 2010-3.4%
Q1 2010-0.5%
Q1 2009-0.5%
Q3 2008+1.1%
Q3 2009+1.1%
Q2 2008+9.8%
Q4 2008+9.8%
Q2 2009+9.8%

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