Mar 31, 2024

Charles Schwab Q1 2024 Earnings Report

Charles Schwab's financial performance for Q1 2024 reflected a mix of challenges and growth, influenced by market dynamics and client activity.

Key Takeaways

Charles Schwab reported Q1 2024 net revenues of $4.7 billion, a 6% increase quarter-over-quarter. Net income totaled $1.4 billion, with diluted earnings per share at $0.68. Core net new assets reached $96 billion, and total client assets hit a record $9.1 trillion, up 20% year-over-year.

Core net new assets totaled $96 billion in Q1 2024, including $45 billion in March.

Total client assets reached a record $9.1 trillion, a 20% increase year-over-year.

Net revenues for Q1 2024 were $4.7 billion, reflecting a 6% quarter-over-quarter increase.

The company opened over 1 million new brokerage accounts during the quarter.

Total Revenue
$4.74B
Previous year: $5.12B
-7.3%
EPS
$0.74
Previous year: $0.93
-20.4%
Core Net New Assets
$95.5B
Client Assets
$9.12T
Previous year: $7.58T
+20.3%
New Brokerage Accounts
1.09M
Gross Profit
$4.74B
Previous year: $5.12B
-7.3%
Cash and Equivalents
$57.7B
Previous year: $49.2B
+17.4%
Free Cash Flow
-$1.5B
Previous year: $9.62B
-115.6%
Total Assets
$469B
Previous year: $536B
-12.5%

Charles Schwab

Charles Schwab

Charles Schwab Revenue by Segment

Forward Guidance

The press release contains forward-looking statements relating to the company’s momentum, operating model and expense management.

Revenue & Expenses

Visualization of income flow from segment revenue to net income