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.

 

May 2010 Report

Released 06/14/10

  Report with Table  (45 KB)   Table Only  (38 KB)

Quarterly Earnings Reports

The financial report for the calendar quarter, including monthly summary of trading 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. 

 

Second Quarter 2010

Released 07/16/10

  Press Release (67 KB)   Schedules Only (888 KB)

First Quarter 2010

Released 04/15/10

  Press Release (61 KB)   Schedules Only (887 KB)

Fourth Quarter 2009

Released 01/19/10

 Press Release (65 KB)  Schedules Only (902 KB)

Third Quarter 2009

Released 10/15/09

 Press Release (67 KB)  Schedules Only (925 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

  2009   2008

  2007

  2006

Form 10Q

  Q1 2010   Q3 2009   Q2 2009

  Q1 2009

Form 8K

  07/19/2010   04/20/2010   03/10/2010   01/27/2010

 

XBRL Files: The SEC is requiring large accelerated filers, such as The Charles Schwab Corporation, to begin filing in Extensible Business Reporting Language (XBRL) for quarterly reports containing financial statements for fiscal periods ending on or after June 15, 2009. 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.

 

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