Export your Schwab trade history

Schwab's export is one of the cleaner ones — a real CSV with dates, actions, quantities and prices.

On schwab.com

  • Log in and open Accounts → History.
  • Set the date range (up to 4 years online; older needs statements).
  • Click Export (top right of the table) and choose CSV.

Watch for

  • Transfers and dividends appear alongside trades — that's fine; the coach ignores non-trade rows automatically.
  • Options rows are recognized and excluded from stock round-trip math.

No desktop handy?

  • Screenshot the History page from the app and paste the images into the coach — the vision reader handles the rest.

See what your own habits cost you

Upload a CSV or statement — or just paste a screenshot of your trades. A dollar-quantified discipline audit, free, no signup needed to try it.

Run your audit

Last reviewed 2026-06-10. Broker interfaces change — if a step looks different, the broker's own help center has the latest path.