Schwab's Asset Management Fees Soar, But Interest Income Decline Weighs on Q2: Details
Portfolio Pulse from Lekha Gupta
Charles Schwab Corporation (NYSE:SCHW) reported mixed Q2 2024 results with a decline in net income and EPS, but a slight revenue beat. Asset management fees rose significantly, but interest income declined. Deposits fell, while client trades and new assets grew. SCHW shares are down 7.77% premarket.

July 16, 2024 | 1:19 pm
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NEGATIVE IMPACT
Investors can gain exposure to Charles Schwab through the IShares U.S. Broker-Dealers & Securities Exchanges ETF (NYSE:IAI). Given Schwab's mixed Q2 results and the negative premarket reaction, IAI may experience short-term volatility.
As Charles Schwab is a significant component of IAI, the negative reaction to Schwab's earnings could lead to short-term volatility in the ETF.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 50
NEGATIVE IMPACT
Charles Schwab reported mixed Q2 2024 results with a decline in net income and EPS, but a slight revenue beat. Asset management fees rose significantly, but interest income declined. Deposits fell, while client trades and new assets grew. SCHW shares are down 7.77% premarket.
The decline in net income and EPS, along with a significant drop in deposits and interest income, outweigh the positive aspects of revenue and asset management fee growth. This has led to a negative market reaction, with shares down 7.77% premarket.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100
NEGATIVE IMPACT
Investors can gain exposure to Charles Schwab through the Tidal ETF Trust God Bless America ETF (NYSE:YALL). Schwab's mixed Q2 results and the negative premarket reaction may cause short-term volatility in YALL.
Given Charles Schwab's significant role in YALL, the negative market reaction to Schwab's earnings could lead to short-term volatility in the ETF.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 50