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.

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 account statements to Google Sheets

Q: 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.

Need your Charles Schwab brokerage account statement in Google Sheets? Statement to Sheets extracts every transaction from the PDF and turns it into a clean Google Sheets export — usually in just a few seconds. Statement to Sheets produces a tidy CSV file that imports directly into Google Sheets.

Convert to Google Sheets

How to convert a Charles Schwab brokerage account statement to Google Sheets

1
Upload your Charles Schwab brokerage account statement
Drag and drop your Charles Schwab brokerage account statement PDF onto Statement to Sheets, or click to browse. Text-based PDFs up to 10 MB are supported.
2
Let Statement to Sheets extract the transactions
Statement to Sheets reads the Charles Schwab PDF and automatically pulls out every transaction — date, description, amount, and running balance.
3
Review and fix any rows
Check the extracted table and edit any cell inline. A confidence score flags anything worth a second look before you export.
4
Download and import into Google Sheets
Download the CSV file, choose the correct destination account type, then import it into Google Sheets — your transactions land in neat columns, ready to review.

Why Google Sheets?

Collaborate in real time

Share your transactions with a bookkeeper or business partner and edit together from anywhere.

Free and cloud-based

Open your statement data in any browser — no software to install.

Easy import

The exported file drops straight into a Google Sheet with columns intact.

About Charles Schwab brokerage account statements

A Charles Schwab brokerage statement can mix cash activity, trades, dividends, and positions, which makes it especially tedious to enter by hand. Instead of retyping every line, let Statement to Sheets parse the statement and rebuild the 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

Is the Charles Schwab to Google Sheets converter free?

Yes. You can upload your Charles Schwab brokerage account statement and download the extracted transactions as Google Sheets at no cost.

Will it work with my Charles Schwab brokerage account statement?

It works with text-based Charles Schwab PDFs — the kind you download directly from Charles Schwab. Scanned or photographed statements need OCR, which is coming soon.

How do I get my transactions into Google Sheets?

Statement to Sheets gives you a clean CSV file. Open Google Sheets and import that file — your Charles Schwab transactions appear in organized columns.

Can I edit transactions before downloading?

Yes. Every row from your Charles Schwab brokerage account statement is editable inline, so you can correct anything before exporting to Google Sheets.

Is my financial data secure?

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

Other Charles Schwab formats

brokerage account to Excel brokerage account to CSV brokerage account to QuickBooks CSV brokerage account to Xero CSV brokerage account to Wave CSV brokerage account to OFX brokerage account to QuickBooks (QBO)brokerage account to QIF

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Convert your Charles Schwab brokerage account statement to Google Sheets

Upload a PDF, review the transactions, and download in seconds. Free and private.

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