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

July 2023 Monthly Activity

Schwab released its monthly activity report for July 2023.

View release and table

View table only

View July 2023 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

quarterly earnings

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

Form 10-K Files

2022

2021

2020

2019

2018

2017

2016

2015

2014

2013

2012

2011

2010

 

 

 

Previous years: 2012-2022

2022    
12/01/2022  11/01/2022  10/26/2022 
10/18/2022  10/17/2022  07/31/2022 
07/27/2022  07/18/2022  05/17/2022 
04/18/2022  03/03/2022  01/18/2022 
2021    
10/25/2021  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  05/22/2019 
5/15/2019     
2018    
12/13/2018  10/31/2018  09/26/2018 
05/22/2018  05/16/2018  03/27/2018 
02/28/2018  01/29/2018   
2017    
12/07/2017  11/30/2017  10/31/2017 
10/24/2017  10/19/2017  09/15/2017 
05/16/2017  04/20/2017  03/02/2017 
01/26/2017     
2016    
10/31/2016  10/17/2016  07/18/2016 
05/17/2016  04/15/2016  03/07/16-A 
03/07/2016  01/19/2016   
2015    
11/13/2015  10/15/2015  08/18/2015 
08/03/2015  07/16/2015  05/13/2015 
04/15/2015  03/10/2015  01/29/2015 
01/16/2015     
2014    
12/10/14-A  12/10/2014  11/18/2014 
10/23/2014  07/16/2014  04/15/2014 
04/08/2014  01/16/2014   
2013    
10/15/2013  07/22/2013  07/16/2013 
06/24/2013  05/16/2013  04/15/2013 
01/24/2013  01/23/2013   
2012    
12/06/2012  11/21/2012  10/25/2012 
10/15/2012  08/29/2012  08/01/2012 
07/31/2012  07/17/2012  06/18/2012 
06/07/2012  05/17/2012  04/16/2012 
03/07/2012  01/27/2012  01/24/2012 
01/18/2012     

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

  • Summer Business Update

    July 2023: 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 2023: 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

    January 2023: 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

  • Fall Business Update

    October 2022: 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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