Monthly Activity Reports (SMARTs)

Schwab summary of trading and asset-gathering activity released on or around the 10th business day of the month.

Quarterly Earnings Reports

The financial report for the calendar quarter, including monthly summary of trading and asset gathering activity at Schwab, is reported on or around the eleventh business day of the month following the end of each quarter. The corporation currently does not hold earnings release conference calls.

Second Quarter 2014
Released 07/16/2014

Press Release (92.45 KB)
Schedules Only (176.42 KB)

First Quarter 2014
Released 04/15/2014

Press Release (84.71 KB)
Schedules Only (74.35 KB)

Fourth Quarter 2013
Released 01/16/2014

Press Release (60.13 KB)
Schedules Only (82.48 KB)

Third Quarter 2013
Released 10/15/2013

Press Release (83.42 KB)
Schedules Only (88.16 KB)

SEC Filings

Form 10-K, Form 10-Q, and Form 8-K are filed with the Securities and Exchange Commission. The Schwab Annual Report and proxy statement also contain year-end financial information.

Presentations

Summer Business Update

July 2014: Schwab's CEO, CFO and other senior executives discuss recent financial performance and corporate goals with financial analysts and institutional investors.

Download Report 

Available replays of company events can be found here.

Interim Business Update

April 2014: Schwab's CEO, CFO and other senior executives discuss recent financial performance and corporate goals with financial analysts and institutional investors.

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Investing involves risk, including possible loss of principal.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc (“Schwab”), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company provide recordkeeping and related services with respect to retirement plans. Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value