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.

 

November 2008 Report

Released 12/15/08

 Report with Table (47 KB)  Table Only (35 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.

 

Third Quarter 2008

Released 10/15/08

 Press Release (59 KB)

 Schedules Only (235 KB)

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)


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

  Q3 2008   Q2 2008   Q1 2008

  Q3 2007

Form 8K

  11/20/2008   10/28/2008   09/29/2008

  09/12/2008

 

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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