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

April 2021 Monthly Activity

Schwab released its monthly activity report for April 2021.

View release and table

View table only

View mutual and exchange-traded fund net flow detail

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

FIRST QUARTER 2021

RELEASED 04/15/21

PRESS RELEASE AND TABLES

TABLES ONLY

FOURTH QUARTER 2020

RELEASED 01/19/21

PRESS RELEASE AND TABLES

TABLES ONLY

quarterly earnings

THIRD QUARTER 2020

RELEASED 10/15/20

PRESS RELEASE AND TABLES

TABLES ONLY

 

TDA Earnings Packet

SECOND QUARTER 2020

RELEASED 07/16/20

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.

SEC Filings

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

  • Spring Business Update

    April 2021: Members of Schwab’s executive management team discuss financial performance and corporate goals with financial analysts and institutional investors.

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  • Winter Business Update

    February 2021: 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 2020: Members of Schwab’s executive management team discuss financial performance and corporate goals with financial analysts and institutional investors.

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  • Summer Business Update

    July 2020: Schwab's CEO and CFO discuss financial performance and corporate goals with financial analysts and institutional investors.

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    VIEW THE WEBCAST REPLAY

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