Does SheetFerry work with Charles Schwab brokerage statement PDFs?

Yes. Our AI extracts every transaction—date, merchant, category (when present), amount and any foreign-currency leg—directly from the Charles Schwab brokerage statement PDF, no template setup required.

Why not just download a CSV from Charles Schwab?

Many issuers cap CSV exports at 90 days, strip merchant categories, or hide them behind legacy pages. SheetFerry works on the brokerage statement PDF you already have, no matter how old.

Is it safe to upload a brokerage statement?

Files are processed in memory and deleted immediately after conversion. Nothing is stored, indexed, or used for training.

Can I batch-convert a year of brokerage statements at once?

Yes. Drop in 12 monthly PDFs and get one Excel workbook with each brokerage statement on its own sheet, plus an option to consolidate into a single combined sheet.

Charles Schwab Brokerage statement Converter

Convert Charles Schwab Brokerage statement PDF to Excel

Schwab account statements combine cash, securities, and money market activity in one PDF. Convert to Excel to reconcile against your bookkeeping or capital-gains worksheet.

20 free credits • No credit card required

From Charles Schwab PDF to Excel in 3 steps

Upload your Charles Schwab brokerage statement PDF

Drag and drop a single file or a year's worth—up to 50MB per file.

AI extracts every transaction

Date, merchant, category, amount and currency are detected automatically.

Download a clean Excel file

One row per transaction, ready to pivot, filter, or import into accounting software.

Built for accuracy on Charles Schwab brokerage statements

AI table detection

Reads the Charles Schwab brokerage statement layout natively—no templates to maintain.

Seconds, not hours

12 months of brokerage statements processed in the time it takes to brew coffee.