Financial Reports & SEC Filings
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.
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January 2012 Report |
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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.
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Fourth Quarter 2011 |
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Third Quarter 2011 |
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Second Quarter 2011 |
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First Quarter 2011 |
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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.
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Form 10K |
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Form 10Q |
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Form 8K |
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XBRL Files: The SEC is requiring large accelerated filers, such as The Charles Schwab Corporation, to begin filing in Extensible Business Reporting Language (XBRL) for quarterly reports containing financial statements for fiscal periods ending on or after June 15, 2009. 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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