Charles Schwab Makes New Portfolio Performance Reporting Available Free to All Retail Clients

The latest in personal portfolio management shows clients how they’re doing and how much risk they’ve taken

Thursday, February 24, 2011 8:00 am PST



Public Company Information:

"Given the challenges of today’s investing landscape, people don’t always know what to make of their portfolio fluctuations"

SAN FRANCISCO--(BUSINESS WIRE)--In response to continued interest from clients in assessing how their portfolios are performing, Charles Schwab has made Portfolio Performance Reporting available at no charge to all clients on Refreshed daily, the reports can be customized so clients can improve their understanding of what’s driving portfolio performance and how much risk they’ve taken so they can make more informed decisions.

Especially important to investors with complex portfolios and investing goals, Portfolio Performance Reporting marries the flexibility of online access with timely data for greater transparency. Clients can select time periods and view the performance of their portfolios against an array of benchmarks and indices, and can examine how the risk and return of their portfolios compares to their benchmarks. A portfolio view broken out by asset class enables them to make additional comparisons, so they can see where they are exceeding or falling behind the markets and change allocations accordingly.

“Given the challenges of today’s investing landscape, people don’t always know what to make of their portfolio fluctuations,” said Andy Gill, executive vice president for Charles Schwab. “It’s natural to want to know: ‘How am I doing?’ Providing clients with more information about both how and why their portfolios behave will help them become more successful investors, whether they make the changes on their own or with support from Schwab.”

Gill emphasized that Schwab offers a far broader range of reports than most other firms, and unlike others whose data remains static for a month, Schwab updates its data on a daily basis enabling clients to have a more real-time experience.

Portfolio Performance Reporting is automatically available to clients with complex portfolios at Retail clients who do not have Portfolio Performance Reporting automatically available can call 1-800-435-4000 to request to have the new reporting capability added to their account.

About Charles Schwab

The Charles Schwab Corporation (NYSE:SCHW) is a leading provider of financial services, with more than 300 offices and 8.0 million client brokerage accounts, 1.5 million corporate retirement plan participants, 701,000 banking accounts, and $1.6 trillion in client assets. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC,, and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides banking and mortgage services and products. More information is available at and (0211-1327)

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Charles Schwab
Matt Hurwitz, 415-667-0480
Pablo Rodriguez, 415-486-3267

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