Financial Reports & Presentations

July 2025 Monthly Activity

Schwab released its monthly activity report for July 2025.

View release and table

View table only

View July 2025 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 thirteenth business day of the month following the end of each quarter. The corporation currently does not hold earnings release conference calls.

 

quarterly earnings

SECOND QUARTER 2025

RELEASED 07/18/25

PRESS RELEASE AND TABLES

TABLES ONLY

VIEW JUNE 2025 SMART SUPPLEMENT

 

FIRST QUARTER 2025

RELEASED 04/17/25

PRESS RELEASE AND TABLES

TABLES ONLY

VIEW MARCH 2025 SMART SUPPLEMENT

quarterly earnings

FOURTH QUARTER 2024

RELEASED 01/21/25

PRESS RELEASE AND TABLES

TABLES ONLY

VIEW DECEMBER 2024 SMART SUPPLEMENT

THIRD QUARTER 2024

RELEASED 10/15/24

PRESS RELEASE AND TABLES

TABLES ONLY

VIEW SEPTEMBER 2024 SMART SUPPLEMENT

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 Files

Form 10-K Files Column headers with buttons are sortable.
Years
2024 2023 2022 2021
2020 2019 2018 2017
2016 2015 2014 2013
2012 2011 2010

Form 10-Q Files

Form 10-Q Files Column headers with buttons are sortable.



2025: Q1 2025 Q2 2025
2024: Q1 2024 Q2 2024 Q3 2024
2023: Q1 2023 Q2 2023 Q3 2023
2022: Q1 2022 Q2 2022 Q3 2022
2021: Q1 2021 Q2 2021 Q3 2021
2020: Q1 2020 Q2 2020 Q3 2020
2019: Q1 2019 Q2 2019 Q3 2019
2018: Q1 2018 Q2 2018 Q3 2018
2017: Q2 2017 Q3 2017

Form 8-K Files

Column headers with buttons are sortable.



2025: 01/21/2025 02/10/2025 02/12/2025 03/31/2025 04/17/2025 05/22/2025 06/02/2025 07/18/2025
2024: 01/17/2024 04/15/2024 05/16/2024 05/23/2024 07/16/2024 07/25/2024 09/30/2024 10/15/2024
2023: 01/18/2023 01/31/2023 04/06/2023 04/17/2023 05/05/2023 05/17/2023 05/18/2023 07/18/2023
08/21/2023 08/24/2023 10/16/2023 11/17/2023
2022: 01/18/2022 03/03/2022 04/18/2022 05/17/2022 07/18/2022 07/27/2022 07/31/2022 10/17/2022
10/18/2022 10/26/2022 11/01/2022 12/01/2022
2021: 01/19/2021 03/12/2021 03/18/2021 03/30/2021 04/15/2021 05/13/2021 05/18/2021 05/28/2021
06/02/2021 07/01/2021 07/16/2021 08/24/2021 08/26/2021 09/24/2021 10/11/2021 10/15/2021
10/25/2021
2020: 01/16/2020 01/29/2020 01/31/2020 03/20/2020 03/25/2020 04/15/2020 04/30/2020 05/15/2020
05/15/2020 05/26/2020 05/27/2020 06/04/2020 06/05/2020 07/16/2020 07/27/2020 09/30/2020
10/06/2020 10/15/2020 12/04/2020 12/11/2020
2019: 05/15/2019 05/22/2019 07/22/2019 08/22/2019 10/15/2019 11/25/2019 11/29/2019
2018: 01/29/2018 02/28/2018 03/27/2018 05/16/2018 05/22/2018 09/26/2018 10/31/2018 12/13/2018
2017: 01/26/2017 03/02/2017 04/20/2017 05/16/2017 09/15/2017 10/19/2017 10/24/2017 10/31/2017
11/30/2017 12/07/2017
2016: 01/19/2016 03/07/2016 03/07/2016-A 04/15/2016 05/17/2016 07/18/2016 10/17/2016 10/31/2016
2015: 01/16/2015 01/29/2015 03/10/2015 04/15/2015 05/13/2015 07/16/2015 08/03/2015 08/18/2015
10/15/2015 11/13/2015
2014: 01/16/2014 04/08/2014 04/15/2014 07/16/2014 10/23/2014 11/18/2014 12/10/2014 12/10/2014-A
2013: 01/23/2013 01/24/2013 04/15/2013 05/16/2013 06/24/2013 07/16/2013 07/22/2013 10/15/2013
2012: 01/18/2012 01/24/2012 01/27/2012 03/07/2012 04/16/2012 05/17/2012 06/07/2012 06/18/2012
07/17/2012 07/31/2012 08/01/2012 08/29/2012 10/15/2012 10/25/2012 11/21/2012 12/06/2012

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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Institutional Investor Day

IID

2024 Institutional Investor Day

May 2024: Members of Schwab's executive management team discuss recent business developments and the Company’s current focus.

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Quarterly Business Updates

Presentations

  • Summer Business Update

    July 2025: 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

  • Spring Business Update

    April 2025: 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 2025: 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 2024: 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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