Financial Reports & Presentations "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 October 2021 Monthly Activity Schwab released its monthly activity report for October 2021. View release and table View table only View October 2021 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. THIRD QUARTER 2021 RELEASED 10/15/21 PRESS RELEASE AND TABLES TABLES ONLY VIEW SEPTEMBER 2021 SMART SUPPLEMENT SECOND QUARTER 2021 RELEASED 07/16/21 PRESS RELEASE AND TABLES TABLES ONLY VIEW MUTUAL AND EXCHANGE-TRADED FUND NET FLOW DETAIL FIRST QUARTER 2021 RELEASED 04/15/21 PRESS RELEASE AND TABLES TABLES ONLY FOURTH QUARTER 2020 RELEASED 01/19/21 PRESS RELEASE AND TABLES TABLES ONLY 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. SEC Filings Form 10-K Files 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011 2010 Form 10-Q Files Q3 2021 Q2 2021 Q1 2021 Q3 2020 Q2 2020 Q1 2020 Q3 2019 Q2 2019 Q1 2019 Q3 2018 Q2 2018 Q1 2018 Q3 2017 Q2 2017 Form 8-K 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 5/22/2019 5/15/2019 2018 12/13/2018 10/31/2018 9/26/2018 5/22/2018 5/16/2018 3/27/2018 2/28/2018 1/29/2018 2017 12/7/2017 11/30/2017 10/31/2017 10/24/2017 10/19/2017 9/15/2017 5/16/2017 4/20/2017 3/2/2017 1/26/2017 2016 10/31/2016 10/17/2016 7/18/2016 5/17/2016 4/15/2016 03/07/16 - A 3/7/2016 1/19/2016 2015 11/13/2015 10/15/2015 8/18/2015 8/3/2015 7/16/2015 5/13/2015 4/15/2015 3/10/2015 1/29/2015 1/16/2015 2014 12/10/14 A 12/10/2014 11/18/2014 10/23/2014 7/16/2014 4/15/2014 4/8/2014 1/16/2014 2013 10/15/2013 7/22/2013 7/16/2013 6/24/2013 5/16/2013 4/15/2013 1/24/2013 1/23/2013 2012 12/6/2012 11/21/2012 10/25/2012 10/15/2012 8/29/2012 8/1/2012 7/31/2012 7/17/2012 6/18/2012 6/7/2012 5/17/2012 4/16/2012 3/7/2012 1/27/2012 1/24/2012 1/18/2012 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. Read more 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. Read more Presentations Fall Business Update October 2021: 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 Summer Business Update July 2021: 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 2021: 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 February 2021: 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 0000-2021 Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law (Equal Employment Opportunity policy). Schwab is also an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity. The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (Member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. TD Ameritrade, Inc. and TD Ameritrade Clearing, Inc., members FINRA/SIPC, are separate but affiliated companies and subsidiaries of TD Ameritrade Holding Corporation. TD Ameritrade Holding Corporation is a wholly owned subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. This site is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents. © 2021 Charles Schwab & Co., Inc, All rights reserved. Member SIPC. Unauthorized access is prohibited. Usage will be monitored. 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