Financial Reports & Presentations

reports text

"We have a successful strategy, strong momentum in the marketplace, solid financial results, a healthy balance sheet, and an outstanding team.”

-Peter Crawford, Executive Vice President and Chief Financial Officer

August 2019 Monthly Activity

Schwab released its August 2019 monthly activity report.

View release and table

View table only

Quarterly Earnings Report

The financial report for the calendar quarter, including monthly summary of client 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.

quarterly earnings

SECOND QUARTER 2019

RELEASED 07/16/19

PRESS RELEASE AND TABLES 

TABLES ONLY 

FIRST QUARTER 2019

RELEASED 04/15/19

PRESS RELEASE AND TABLES 

TABLES ONLY 

quarterly earnings

FOURTH QUARTER 2018

RELEASED 01/16/19

PRESS RELEASE AND TABLES 

TABLES ONLY 

THIRD QUARTER 2018

RELEASED 10/15/2018

PRESS RELEASE AND TABLES 

TABLES ONLY 

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.

Form 10-K

Files      
2018  2017  2016  2015 
2014  2013  2012  2011 
2010       

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.

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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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Presentations

  • Summer Business Update

    July 2019: Schwab's CEO and CFO discuss financial performance and corporate goals with financial analysts and institutional investors.

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  • Spring Business Update

    April 2019: Schwab’s CEO and CFO discuss financial performance and corporate goals with financial analysts and institutional investors.

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  • Winter Business Update

    February 2019: Members of Schwab’s executive management team discuss financial performance and corporate goals with financial analysts and institutional investors.

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  • Fall Business Update

    October 2018: Schwab's CEO and CFO discuss financial performance and corporate goals with financial analysts and institutional investors.

    DOWNLOAD REPORT 

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