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 statements to Excel

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.

Statemently converts Charles Schwab brokerage statement PDFs into Excel so you can sort, filter, and reconcile without retyping a single row.

Convert to Excel

How to convert a Charles Schwab brokerage statement to Excel

1
Upload your Charles Schwab brokerage statement
Drag and drop your Charles Schwab brokerage statement PDF onto Statemently, or click to browse. Text-based PDFs up to 10 MB are supported.
2
Let Statemently extract the transactions
Statemently 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 your Excel file
Click export to download a clean Excel (XLSX) file with one row per transaction — ready for analysis, bookkeeping, or your accountant.

Why Excel?

Built for analysis

Sort, filter, and pivot your transactions, or drop in formulas to total spending by category.

Accountant-ready

Hand over a clean XLSX instead of a stack of PDFs — every transaction in tidy, labeled columns.

Reconcile faster

Match transactions against your books in minutes instead of retyping them line by line.

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

Is the Charles Schwab to Excel converter free?

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

Will it work with my Charles Schwab brokerage 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.

Can I edit transactions before downloading?

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

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

to CSV to Google Sheets to QuickBooks

Convert other statements to Excel

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Convert your Charles Schwab brokerage statement to Excel

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

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