Skip to main navigation Skip to content

Find a Branch
Call
- Schwab Brokerage800-435-4000
- Schwab Password Reset800-780-2755
- Schwab Bank888-403-9000
- Schwab Intelligent Portfolios®855-694-5208
- Schwab Trading Services888-245-6864
- Workplace Retirement Plans800-724-7526
More ways to contact Schwab
Search Field

- Advice Solutions
- Financial Planning
- Pricing
  - Commissions and Fees
  - Understanding Investment Fees
- Transferring Accounts
  - Costs and Considerations
- Other Details
  - Client Relationship Summaries
$0 online equity trade commissions + Satisfaction Guarantee.
See our pricing
- The Schwab Difference
- Ways to Invest with Us
- How We Compare
  - Compare Us to Our Competitors
  - See Our #1 Rankings
More choices. More ways to invest how you want.
Explore ways to invest
- Insights & Education
- Trading
  - Overview
  - thinkorswim Demos
- Market Commentary
- Planning & Retirement
- Media

Open an Account

Performance Report Sample

This Schwab Performance Report provides you with investment performance information for your Schwab accounts(s) as a portfolio.

(0513-3326)

Investment and Insurance Products Are: Not FDIC Insured • Not Insured by Any Federal Government Agency • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or any of its Affiliates • Subject to Investment Risks, Including Possible Loss of Principal Amount Invested

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), and its affiliates offer investment services and products. Its banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

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, Charles Schwab Hong Kong clients, Charles Schwab U.K. clients.

© 2025 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. Unauthorized access is prohibited. Usage will be monitored.

YouTube Twitter Facebook LinkedIn

Accounts
Investment Products
Trading
Research & Tools
Learn
About Schwab

SchwabSafe
Privacy
Additional Schwab Sites
Site Map
Business Continuity
Financial Statement
Accessibility Help
Contact Us
About Schwab
Careers
Investment Professionals' Compensation
Important Notices
Account Protection
SIPC®
FDIC Insurance
FINRA's Broker Check
Bank Client Complaints
Client Relationship Summaries

(1124-0VG4)