Financial Reports & Presentations
May 2025 Monthly Activity
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 thirteenth 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 2025
RELEASED 04/17/25
FOURTH QUARTER 2024
RELEASED 01/21/25
quarterly earnings
THIRD QUARTER 2024
RELEASED 10/15/24
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-Q
Form 8-K
Previous years: 2012-2022
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.
Institutional Investor Day
IID
Quarterly Business Updates
Presentations
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Spring Business Update
April 2025: Members of Schwab’s executive management team discuss financial performance and corporate goals with financial analysts and institutional investors.
VIEW THE WEBCAST REPLAY
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Winter Business Update
January 2025: Members of Schwab’s executive management team discuss financial performance and corporate goals with financial analysts and institutional investors.
VIEW THE WEBCAST REPLAY
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Fall Business Update
October 2024: Members of Schwab’s executive management team discuss financial performance and corporate goals with financial analysts and institutional investors.
VIEW THE WEBCAST REPLAY
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Summer Business Update
July 2024: Members of Schwab’s executive management team discuss financial performance and corporate goals with financial analysts and institutional investors.
VIEW THE WEBCAST REPLAY