Financial Reports & Presentations
"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
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.
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.
Previous years: 2012-2022
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.