Convert Charles Schwab brokerage statements to a spreadsheet
Turn your Charles Schwab brokerage statement PDFs into clean, structured spreadsheets. Statemently reads the PDF, pulls out every transaction — date, description, amount, and balance — and hands you a file you can actually work with.
Convert a Charles Schwab statementChoose an output format
Charles Schwab brokerage statement to Excel
Download as XLSX
Charles Schwab brokerage statement to CSV
Download as CSV
Charles Schwab brokerage statement to Google Sheets
Download as CSV and import into Google Sheets
Charles Schwab brokerage statement to QuickBooks
Download as CSV and import into QuickBooks
By statement type
Charles Schwab brokerage account statements
About Charles Schwab statements
Charles Schwab statements can combine cash activity, trades, and balances, which makes manual data entry especially tedious. Rather than retyping every line, let Statemently read the PDF and rebuild the transaction table for you — accurately and in seconds.
Frequently asked questions
How do I convert a Charles Schwab brokerage statement to Excel?
Upload your Charles Schwab brokerage statement PDF to Statemently, review the transactions it extracts, and download an Excel (XLSX) file. The whole process takes seconds.
Can I convert a Charles Schwab brokerage statement to CSV?
Yes. Statemently exports your Charles Schwab transactions as CSV as well as Excel, so you can import them anywhere.
Is my Charles Schwab data kept private?
Files are processed privately and never sold or shared. Uploads are deleted automatically once your export is ready.
What if my Charles Schwab statement is a scan?
Today Statemently supports text-based PDFs downloaded from your bank. Scanned or image-only statements need OCR, which is on the roadmap.
Other converters
Convert your Charles Schwab statement now
Upload a PDF and download a clean spreadsheet in seconds. Free and private.
Convert a statement