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 2021 Monthly Activity

Schwab released its monthly activity report for August 2021.

View release and table

View table only

View August 2021 SMART Supplement

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

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

Form 8-K

2021      
10/15/2021 10/11/2021 09/24/2021 08/26/2021
08/24/2021 07/16/2021 07/01/2021 06/02/2021
05/28/2021 05/18/2021 05/13/2021 04/15/2021
03/30/2021 03/18/2021 03/12/2021 01/19/2021
       
2020      
12/11/2020 12/04/2020 10/15/2020 10/06/2020
09/30/2020 07/27/2020 07/16/2020 06/05/2020
06/04/2020 05/27/2020 05/26/2020 05/15/2020
05/15/2020 04/30/2020 04/15/2020 03/25/2020
03/20/2020 01/31/2020 01/29/2020 01/16/2020
       
2019      
11/29/2019  11/25/2019  10/15/2019  08/22/2019 
07/22/2019  5/22/2019  5/15/2019   
       
2018      
12/13/2018  10/31/2018  9/26/2018  5/22/2018 
5/16/2018  3/27/2018  2/28/2018  1/29/2018 
       
2017      
12/7/2017  11/30/2017  10/31/2017  10/24/2017 
10/19/2017  9/15/2017  5/16/2017  4/20/2017 
3/2/2017  1/26/2017     
       
2016      
10/31/2016  10/17/2016  7/18/2016  5/17/2016 
4/15/2016  03/07/16 - A  3/7/2016  1/19/2016 
       
2015      
11/13/2015  10/15/2015  8/18/2015  8/3/2015 
7/16/2015  5/13/2015  4/15/2015  3/10/2015 
1/29/2015  1/16/2015     
       
2014      
12/10/14 A  12/10/2014  11/18/2014  10/23/2014 
7/16/2014  4/15/2014  4/8/2014  1/16/2014 
       
2013      
10/15/2013  7/22/2013  7/16/2013  6/24/2013 
5/16/2013  4/15/2013  1/24/2013  1/23/2013 
       
2012      
12/6/2012  11/21/2012  10/25/2012  10/15/2012 
8/29/2012  8/1/2012  7/31/2012  7/17/2012 
6/18/2012  6/7/2012  5/17/2012  4/16/2012 
3/7/2012  1/27/2012  1/24/2012  1/18/2012 

 

 

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

  • Fall Business Update

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

    DOWNLOAD REPORT

    VIEW THE WEBCAST REPLAY

  • Summer Business Update

    July 2021: Schwab's CEO and CFO discuss financial performance and corporate goals with financial analysts and institutional investors.

    DOWNLOAD REPORT 

    VIEW THE WEBCAST REPLAY

     

  • Spring Business Update

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

    DOWNLOAD REPORT 

    VIEW THE WEBCAST REPLAY

  • Winter Business Update

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

    DOWNLOAD REPORT 

    VIEW THE WEBCAST REPLAY

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