Charles Retained Earnings from 2010 to 2024

SCHW Stock

USD 74.86 1.25 1.64%

Charles Schwab Retained Earnings yearly trend continues to be fairly stable with very little volatility. Retained Earnings are likely to outpace its year average in 2024. Retained Earnings is the cumulative amount of net income that Charles Schwab Corp retains for reinvestment in its operations, rather than distributing it to shareholders as dividends. View All Fundamentals

Retained Earnings

First Reported

1989-09-30

Previous Quarter

33.9 B

Current Value

34.7 B

Quarterly Volatility

8.9 B

Oil Shock

Dot-com Bubble

Housing Crash

Credit Downgrade

Yuan Drop

Covid

Check Charles Schwab financial statements over time to gain insight into future company performance. You can evaluate financial statements to find patterns among Charles main balance sheet or income statement drivers, such as Interest Expense of 3 B, Selling General Administrative of 6.6 B or Total Revenue of 19.8 B, as well as many exotic indicators such as Price To Sales Ratio of 3.73, Dividend Yield of 0.019 or PTB Ratio of 5.03. Charles financial statements analysis is a perfect complement when working with Charles Schwab Valuation or Volatility modules.

This module can also supplement Charles Schwab's financial leverage analysis and stock options assessment as well as various Charles Schwab Technical models . Check out the analysis of Charles Schwab Correlation against competitors.

Latest Charles Schwab's Retained Earnings Growth Pattern

Below is the plot of the Retained Earnings of Charles Schwab Corp over the last few years. It is the cumulative amount of net income that a company retains for reinvestment in its operations, rather than distributing it to shareholders as dividends. Charles Schwab's Retained Earnings historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in Charles Schwab's overall financial position and show how it may be relating to other accounts over time.

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Last Reported 33.9 B

10 Years Trend

Slightly volatile

Compare to Others All Fundamentals

Retained Earnings

Timeline

Charles Retained Earnings Regression Statistics

	Arithmetic Mean	17,345,203,333
	Geometric Mean	11,323,891,113
	Coefficient Of Variation	60.59
	Mean Deviation	8,589,177,333
	Median	14,408,000,000
	Standard Deviation	10,510,032,369
	Sample Variance	110460780.4T
	Range	35.5B
	R-Value	0.97
	Mean Square Error	6011669.4T
	R-Squared	0.95
	Slope	2,289,961,964
	Total Sum of Squares	1546450925.5T

Charles Retained Earnings History

	2024	35.6 B
	2023	33.9 B
	2022	31.1 B
	2021	26 B
	2020	22 B
	2019	20 B
	2018	17.3 B

Other Fundumenentals of Charles Schwab Corp

Retained Earnings Total Equity

Charles Schwab Retained Earnings component correlations

	Total Assets	Total Stockholder Equity	Net Debt	Retained Earnings	Net Receivables	Total Liab	Total Current Assets	Cash And Equivalents	Short Term Debt	Intangible Assets	Common Stock	Accounts Payable	Long Term Debt	Good Will	Short Term Investments	Property Plant Equipment	Treasury Stock	Net Tangible Assets	Long Term Debt Total	Capital Surpluse	Long Term Investments	Short Long Term Debt	Current Deferred Revenue	Net Invested Capital	Capital Stock
Total Assets		0.98	-0.16	0.91	0.97	1.0	0.81	0.97	-0.09	0.92	0.86	0.88	0.89	0.91	0.69	0.88	-0.8	0.6	0.9	0.91	0.93	0.46	-0.4	0.78	0.92
Total Stockholder Equity	0.98		-0.21	0.85	0.96	0.97	0.85	0.94	-0.11	0.93	0.84	0.89	0.84	0.9	0.75	0.83	-0.72	0.69	0.86	0.9	0.91	0.4	-0.26	0.78	0.89
Net Debt	-0.16	-0.21		0.18	-0.05	-0.16	-0.61	-0.17	0.07	0.0	-0.05	-0.34	0.25	0.14	-0.71	0.24	-0.16	-0.66	0.21	0.15	-0.33	0.77	-0.38	0.21	0.02
Retained Earnings	0.91	0.85	0.18		0.9	0.91	0.5	0.91	-0.06	0.83	0.82	0.67	0.96	0.89	0.33	0.95	-0.92	0.34	0.96	0.9	0.79	0.72	-0.53	0.76	0.85
Net Receivables	0.97	0.96	-0.05	0.9		0.97	0.77	0.96	-0.08	0.96	0.85	0.89	0.93	0.96	0.64	0.92	-0.79	0.5	0.94	0.96	0.85	0.56	-0.51	0.87	0.97
Total Liab	1.0	0.97	-0.16	0.91	0.97		0.8	0.97	-0.09	0.92	0.86	0.88	0.89	0.9	0.68	0.89	-0.81	0.59	0.9	0.9	0.93	0.47	-0.42	0.78	0.92
Total Current Assets	0.81	0.85	-0.61	0.5	0.77	0.8		0.76	-0.1	0.76	0.69	0.93	0.5	0.65	0.97	0.51	-0.43	0.75	0.54	0.64	0.84	-0.06	-0.09	0.6	0.74
Cash And Equivalents	0.97	0.94	-0.17	0.91	0.96	0.97	0.76		-0.13	0.88	0.8	0.83	0.9	0.89	0.63	0.9	-0.78	0.59	0.91	0.89	0.88	0.48	-0.46	0.77	0.89
Short Term Debt	-0.09	-0.11	0.07	-0.06	-0.08	-0.09	-0.1	-0.13		-0.11	-0.02	-0.11	-0.09	-0.1	-0.07	-0.09	0.06	-0.11	-0.1	-0.1	-0.06	0.05	-0.03	-0.06	-0.1
Intangible Assets	0.92	0.93	0.0	0.83	0.96	0.92	0.76	0.88	-0.11		0.81	0.89	0.9	0.98	0.63	0.89	-0.76	0.42	0.91	0.98	0.78	0.54	-0.4	0.9	0.97
Common Stock	0.86	0.84	-0.05	0.82	0.85	0.86	0.69	0.8	-0.02	0.81		0.84	0.77	0.81	0.54	0.74	-0.83	0.34	0.77	0.81	0.78	0.46	-0.36	0.85	0.84
Accounts Payable	0.88	0.89	-0.34	0.67	0.89	0.88	0.93	0.83	-0.11	0.89	0.84		0.7	0.82	0.84	0.7	-0.64	0.52	0.73	0.81	0.84	0.22	-0.32	0.82	0.91
Long Term Debt	0.89	0.84	0.25	0.96	0.93	0.89	0.5	0.9	-0.09	0.9	0.77	0.7		0.96	0.33	0.99	-0.86	0.27	1.0	0.96	0.72	0.78	-0.6	0.86	0.91
Good Will	0.91	0.9	0.14	0.89	0.96	0.9	0.65	0.89	-0.1	0.98	0.81	0.82	0.96		0.5	0.94	-0.81	0.34	0.96	1.0	0.74	0.67	-0.49	0.92	0.97
Short Term Investments	0.69	0.75	-0.71	0.33	0.64	0.68	0.97	0.63	-0.07	0.63	0.54	0.84	0.33	0.5		0.34	-0.25	0.8	0.37	0.49	0.76	-0.23	0.06	0.43	0.6
Property Plant Equipment	0.88	0.83	0.24	0.95	0.92	0.89	0.51	0.9	-0.09	0.89	0.74	0.7	0.99	0.94	0.34		-0.83	0.27	1.0	0.95	0.74	0.77	-0.63	0.85	0.92
Treasury Stock	-0.8	-0.72	-0.16	-0.92	-0.79	-0.81	-0.43	-0.78	0.06	-0.76	-0.83	-0.64	-0.86	-0.81	-0.25	-0.83		-0.15	-0.85	-0.81	-0.65	-0.62	0.46	-0.71	-0.78
Net Tangible Assets	0.6	0.69	-0.66	0.34	0.5	0.59	0.75	0.59	-0.11	0.42	0.34	0.52	0.27	0.34	0.8	0.27	-0.15		0.29	0.33	0.69	-0.22	0.28	0.16	0.33
Long Term Debt Total	0.9	0.86	0.21	0.96	0.94	0.9	0.54	0.91	-0.1	0.91	0.77	0.73	1.0	0.96	0.37	1.0	-0.85	0.29		0.97	0.75	0.75	-0.6	0.86	0.93
Capital Surpluse	0.91	0.9	0.15	0.9	0.96	0.9	0.64	0.89	-0.1	0.98	0.81	0.81	0.96	1.0	0.49	0.95	-0.81	0.33	0.97		0.74	0.69	-0.49	0.92	0.96
Long Term Investments	0.93	0.91	-0.33	0.79	0.85	0.93	0.84	0.88	-0.06	0.78	0.78	0.84	0.72	0.74	0.76	0.74	-0.65	0.69	0.75	0.74		0.24	-0.25	0.64	0.79
Short Long Term Debt	0.46	0.4	0.77	0.72	0.56	0.47	-0.06	0.48	0.05	0.54	0.46	0.22	0.78	0.67	-0.23	0.77	-0.62	-0.22	0.75	0.69	0.24		-0.67	0.67	0.57
Current Deferred Revenue	-0.4	-0.26	-0.38	-0.53	-0.51	-0.42	-0.09	-0.46	-0.03	-0.4	-0.36	-0.32	-0.6	-0.49	0.06	-0.63	0.46	0.28	-0.6	-0.49	-0.25	-0.67		-0.54	-0.55
Net Invested Capital	0.78	0.78	0.21	0.76	0.87	0.78	0.6	0.77	-0.06	0.9	0.85	0.82	0.86	0.92	0.43	0.85	-0.71	0.16	0.86	0.92	0.64	0.67	-0.54		0.93
Capital Stock	0.92	0.89	0.02	0.85	0.97	0.92	0.74	0.89	-0.1	0.97	0.84	0.91	0.91	0.97	0.6	0.92	-0.78	0.33	0.93	0.96	0.79	0.57	-0.55	0.93

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About Charles Schwab Financial Statements

There are typically three primary documents that fall into the category of financial statements. These documents include Charles Schwab income statement, its balance sheet, and the statement of cash flows. Charles Schwab investors use historical funamental indicators, such as Charles Schwab's Retained Earnings, to determine how well the company is positioned to perform in the future. Although Charles Schwab investors may use each financial statement separately, they are all related. The changes in Charles Schwab's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on Charles Schwab's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet, but not equivalent to net income shown on the income statement. We offer a historical overview of the basic patterns found on Charles Schwab Financial Statements. Understanding these patterns can help to make the right decision on long term investment in Charles Schwab. Please read more on our technical analysis and fundamental analysis pages.

	Last Reported	Projected for Next Year
Retained Earnings	33.9 B	35.6 B
Retained Earnings Total Equity	35.7 B	37.5 B

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When determining whether Charles Schwab Corp is a strong investment it is important to analyze Charles Schwab's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Charles Schwab's future performance. For an informed investment choice regarding Charles Stock, refer to the following important reports:

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Check out the analysis of Charles Schwab Correlation against competitors.

Note that the Charles Schwab Corp information on this page should be used as a complementary analysis to other Charles Schwab's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.

Complementary Tools for Charles Stock analysis

When running Charles Schwab's price analysis, check to measure Charles Schwab's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Charles Schwab is operating at the current time. Most of Charles Schwab's value examination focuses on studying past and present price action to predict the probability of Charles Schwab's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Charles Schwab's price. Additionally, you may evaluate how the addition of Charles Schwab to your portfolios can decrease your overall portfolio volatility.

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Is Charles Schwab's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Charles Schwab. If investors know Charles will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Charles Schwab listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.

Quarterly Earnings Growth

(0.18)

Dividend Share

Earnings Share

2.39

Revenue Per Share

10.134

Quarterly Revenue Growth

(0.07)

The market value of Charles Schwab Corp is measured differently than its book value, which is the value of Charles that is recorded on the company's balance sheet. Investors also form their own opinion of Charles Schwab's value that differs from its market value or its book value, called intrinsic value, which is Charles Schwab's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Charles Schwab's market value can be influenced by many factors that don't directly affect Charles Schwab's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.

Please note, there is a significant difference between Charles Schwab's value and its price as these two are different measures arrived at by different means. Investors typically determine if Charles Schwab is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Charles Schwab's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

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Charles Retained Earnings from 2010 to 2024

Latest Charles Schwab's Retained Earnings Growth Pattern

Charles Retained Earnings Regression Statistics

Charles Retained Earnings History

Other Fundumenentals of Charles Schwab Corp

Charles Schwab Retained Earnings component correlations

About Charles Schwab Financial Statements

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