Exchanges & Brokers / Schwab

Import

What is Schwab?

Schwab is a broker or exchange on TradeJournal.co. Traders connect their account to import trades and track performance.

About

Connect Schwab in Import to sync your trades to TradeJournal. View the broker list for more options.

Total Trades

16,209

Popularity

2.04%

Signup Bonus

—

Import Trades from Schwab

You can connect Schwab to TradeJournal.co to automatically import and journal your trades. TradeJournal.co supports file upload and API connections for Schwab.

  • Go to Schwab.com & login
  • Show trades & select date period
    • Select "Trades" & "Dividends" from the "Filter by Transaction Types" drop-down menu.
    • Select the preferred "Date range"
    • Adding a symbol is optional
    • Click "Search"
  • Copy all transactions
    • DO NOT Include Labels 
      • So from the upper left hand side first real date to the bottom right account number
    • Click left of the first-row first col (date) and drag all the way to the last row the last col (Reg Fee)
    • Copy that "CTRL + C" or "CMD+C"
  • File import: Upload a statement or export from Schwab (CSV, Excel, or broker-specific format) via Import.
  • API import: Link your Schwab account to sync trades automatically.

Go to Import on TradeJournal.co to connect Schwab and start journaling your trades.

Trades using Schwab

Symbol Type Status P/L Date Trader Portfolios Patterns Trade
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Schwab is a broker or exchange on TradeJournal.co. Traders connect their account to import and journal trades. Used by 12,000+ traders. You can import trades from Schwab via file upload or API in Import.