What kind of PDFs are supported?

Text-based statement PDFs work today — the kind you download directly from your bank. Scanned or photographed statements need OCR, which is coming soon.

Is my financial data secure?

Files are processed privately and are never shared or sold. Uploads are kept only as long as needed to produce your export.

Which banks does it work with?

A generic parser handles most common statement layouts. Bank-specific templates for major banks are on the roadmap to push accuracy even higher.

What formats can I export?

Both CSV and Excel (XLSX). Every export reflects any edits you make in the review table.

Can I fix incorrect rows?

Yes. Every extracted row is editable inline before export, and a confidence score flags anything worth a second look.

Convert Charles Schwab brokerage statements to a spreadsheet

Turn your Charles Schwab brokerage statement PDFs into clean, structured spreadsheets. Statement to Sheets 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 statement

Choose 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 CSV

Download as CSV and import into QuickBooks CSV

Charles Schwab brokerage statement to Xero CSV

Download as CSV and import into Xero CSV

Charles Schwab brokerage statement to Wave CSV

Download as CSV and import into Wave CSV

Charles Schwab brokerage statement to OFX

Download as OFX and import into OFX

Charles Schwab brokerage statement to QuickBooks (QBO)

Download as QBO and import into QuickBooks (QBO)

Charles Schwab brokerage statement to QIF

Download as QIF and import into QIF

By statement type

Charles Schwab brokerage account statements

to Excel to CSV to Google Sheets to QuickBooks CSV to Xero CSV to Wave CSV to OFX to QuickBooks (QBO)to QIF

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 Statement to Sheets read the PDF and rebuild the transaction table for you — accurately and in seconds.

To get your statement, sign in to Charles Schwab online banking or mobile app, open the account, and download the statement period you need as a PDF — then upload it here.

Frequently asked questions

How do I convert a Charles Schwab brokerage statement to Excel?

Upload your Charles Schwab brokerage statement PDF to Statement to Sheets, 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. Statement to Sheets 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 Statement to Sheets supports text-based PDFs downloaded from your bank. Scanned or image-only statements need OCR, which is on the roadmap.

Other converters

Hibernia Bank Hickory Point Bank and Trust High Country Bank High Plains Bank High Plains Bank Highland Bank Highland Federal Savings and Loan Association Highland State Bank Highlands Community Bank Highpoint Community Bank

Convert your Charles Schwab statement now

Upload a PDF and download a clean spreadsheet in seconds. Free and private.

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