Monthly Activity Reports (SMARTs)

Schwab summary of client 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 2015
Released 07/16/2015

Press Release (616.65 KB)
Schedules Only (173.23 KB)

First Quarter 2015
Released 04/15/2015

Press Release (194.14 KB)
Schedules Only (180.98 KB)

Fourth Quarter 2014
Released 01/16/2015

Press Release (197.43 KB)
Schedules Only (188.29 KB)

Third Quarter 2014
Released 10/15/2014

Press Release (117.76 KB)
Schedules Only (193.09 KB)

Presentations

Summer Business Update

July 2015: Schwab's CEO, CFO and other senior executives discuss recent financial performance and corporate goals with financial analysts and institutional investors. 

Download Report 

 

Winter Business Update

February 2015: Schwab's CEO and CFO discuss 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 2015: Schwab's CEO and CFO discuss recent financial performance and corporate goals with financial analysts and institutional investors.

Download Report 

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity/affirmative action employer committed to diversifying its workforce. All applications are considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, or based on any individual's status in any group or class protected by applicable federal, state or local law.

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.