Financial Reports

The Charles Schwab Corporation issues the following financial reports on a monthly, quarterly and annual basis.
Monthly Activity Report

Schwab summary of trading and asset-gathering activity released on or around the 10th business day of the month.

 

July 2008 Report

Released 08/14/08

 Report with Table (59 KB)  Table Only (39 KB)

Quarterly Earnings Reports

Financial report for the calendar quarter with monthly summary of trading and asset gathering activity at Schwab reported on or around the 11th business day of the month following the end of each quarter. The corporation currently does not hold earnings release conference calls.

 

Second Quarter 2008

Released 07/16/08

 Press Release (55 KB)

 Schedules Only (234 KB)

First Quarter 2008

Released 04/15/08

 Press Release (61 KB)

 Schedules Only (177 KB)

Fourth Quarter 2007

Released 01/16/08

 Press Release (63 KB)  Schedules Only (206 KB)

Third Quarter 2007

Released 10/15/07

 Press Release (63 KB)

 Schedules Only (217 KB)


SEC Filings

Form 10K, Form 10Q and Form 8K are filed with the Securities and Exchange Commission. The Schwab Annual Report and proxy statement also contain year-end financial information.

 

Form 10K

 2007  2006

 2005

2004 

Form 10Q

 Q2 2008  Q1 2008  Q3 2007

 Q2 2007

Form 8K

 07/25/2008  05/21/2008  02/26/2008

 12/18/2007

 

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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