Financial Reports & SEC Filings

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The Charles Schwab Corporation issues the following financial reports on a monthly, quarterly and annual basis.

Monthly Activity Reports (SMARTs)

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

February 2014 Report
Released  03/14/2014
Report with Table (64.09 KB) Table Only (48.5 KB)

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.   

First Quarter 2014
Released 04/15/14
 Press Release (84.71 KB) Schedules Only (74.35 KB)
Fourth Quarter 2013
Released 01/16/14
 Press Release (60.13 KB) Schedules Only (82.48 KB)
Third Quarter 2013
Released 10/15/13
 Press Release (83.42 KB) Schedules Only (88.16 KB)
Second Quarter 2013
Released 07/16/13
 Press Release (202.93 KB) Schedules Only (98.83 KB)

SEC Filings

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

Form 10K

     

  2013

  2012

  2011

  2010

       

Form 10Q

     

  Q3 2013

  Q2 2013

  Q1 2013

  Q3 2012

       

Form 8K

     

2014

2013

2012

 
  04/15/2014

  10/15/2013

  11/21/2012

 
  04/08/2014

  07/22/2013

  10/29/2012

 

  01/16/2014

  07/16/2013

  10/15/2012

 
 

  06/24/2013

  08/29/2012

 

 

  05/16/2013

  08/01/2012

 

 

  04/15/2013

  07/31/2012

 

 

  01/24/2013

  07/17/2012

 

 

  01/16/2013

  06/18/2012

 

     

 

  06/06/2012
  06/06/2012 - A

 

  

 

  05/22/2012

 

  

 

  04/16/2012

 

  

 

  03/13/2012

 

 

 

  02/02/2012

 

  

 

  01/26/2012

 

 

 

  01/18/2012

 


XBRL Files: Extensible Business Reporting Language (XBRL) is an XML-based language for the electronic transmission of business and financial data. XBRL is not an accounting standard; it is simply a standard for transmitting business and financial data.

Historic SEC Filings: This is an EDGAR database maintained by the U.S. Securities and Exchange Commission. This link is provided for informational purposes only, and you should not consider this information to be a recommendation or investment advice by the Charles Schwab Corporation or any of its subsidiaries, including Charles Schwab & Co., Inc., and Charles Schwab Investment Management, Inc. Nor should you consider the information to be a solicitation or offer to purchase or sell any security. 

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