Convert Charles Schwab statements to Excel & CSV
Drop your Charles Schwab PDF below. Parsing runs entirely in your browser — the file is never uploaded.
Drop your statement PDF here, or click to choose
Works with digital and scanned statements
Charles Schwab statements, handled properly
Schwab checking statements convert cleanly; brokerage pages without transactions are skipped. Every conversion is verified with a reconciliation check: opening balance + credits − debits must equal the closing balance, so you can trust the export before it ever reaches your books.
Frequently asked questions
- How do I convert a Charles Schwab statement PDF to Excel?
- Download the PDF statement from Charles Schwab online banking, drop it into the converter above, review the extracted transactions and click "Download Excel". The whole process runs in your browser.
- Is it safe to convert Charles Schwab statements online?
- With OwlParse, your Charles Schwab statement never leaves your device — parsing happens locally in your browser via PDF.js and OCR, with no uploads and no server. That makes it safe even for client financial data.
- Does it work with scanned Charles Schwab statements?
- Yes. If the PDF has no text layer, built-in OCR recognizes the scan directly in your browser.
- Can I import the result into QuickBooks?
- Yes — use the "QuickBooks CSV" export, a 3-column format (Date, Description, Amount) that QuickBooks imports natively.
Other banks
Chase · Bank of America · Wells Fargo · Citibank · Capital One · U.S. Bank · PNC Bank · Truist · TD Bank · Chime · American Express · Discover · Navy Federal Credit Union · USAA · Ally Bank · Regions Bank · Fifth Third Bank · Citizens Bank · KeyBank · Huntington Bank · M&T Bank · Santander (US) · BMO (US) · First Citizens Bank · SoFi · PayPal · Wise · Revolut · Credit Union (any)