Review past trades and their associated data, as well as dividends and other account activity. The History tab is located in the Account tab. |
Select up to 90 days of data to retrieve and a start date (up to two years ago) to begin the retrieval.
To retrieve history:
Stock and/or option symbols and price and volume data shown here are for illustrative purposes only. Charles Schwab & Co., its parent or affiliates, and/or its employees and/or directors may have positions in securities referenced herein, and may, as principal or agent, buy from or sell to clients.
*These are not official records and will not be reported to the IRS. Please use this information only as a tool to assist your financial management. Always refer to your Schwab statements, trade confirmations and/or IRS Form 1099 for a complete and accurate record of your transactions and holdings.
Get a quick overview of all the My Account Tab features in this self-paced Account Tab training course.
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