8-KEarnings & ResultsExhibits & Filings

SCHWAB CHARLES CORP 8-K Report, Financial Results (Jul 18, 2017)

Filed July 18, 2017For Securities:SCHWSCHW-PDSCHW-PJ

Summary

The Charles Schwab Corporation filed an 8-K report on July 18, 2017, to announce its second-quarter 2017 financial results. The press release, furnished as an exhibit, highlights significant year-over-year growth, indicating a strong operational performance during the period. Investors should note the record-breaking figures in net income, revenues, and client assets, which signal positive momentum for the company. Key metrics include a 27% increase in quarterly net income to $575 million and a 17% rise in revenues to a record $2.1 billion. The company also saw substantial client asset growth, with total client assets reaching a record $3.04 trillion and core net new assets totaling $46.2 billion for the quarter. These figures underscore Schwab's continued success in attracting and retaining client assets and generating profitability.

Key Highlights

  • 1Record quarterly net income of $575 million, a 27% increase year-over-year.
  • 2Record quarterly revenues of $2.1 billion, up 17% year-over-year.
  • 3Total client assets reached a record $3.04 trillion.
  • 4Core net new assets totaled $46.2 billion for the quarter.
  • 5The press release detailing these results was furnished as an exhibit to the 8-K filing.
  • 6The filing confirms the reporting period ended June 30, 2017.

Frequently Asked Questions

Schwab reported record quarterly net income of $575 million (up 27% YoY) and record quarterly revenues of $2.1 billion (up 17% YoY) for the quarter ended June 30, 2017.

Total client assets reached a new record of $3.04 trillion, and the company attracted $46.2 billion in core net new assets during the quarter.

The detailed financial results are provided in the press release dated July 18, 2017, which is included as Exhibit 99.1 to this 8-K filing.

The filing was signed by Peter Crawford, Executive Vice President and Chief Financial Officer.