Portfolio & holdings
Available symbols, quantities, prices, cost basis, currency, and instrument details. Keep account names with your positions for filtering and pivots.
Build a portfolio tracker →Charles Schwab + Google Sheets
Your Schwab portfolio.
In Google Sheets.
Turn your Charles Schwab account data into a spreadsheet you can shape. Bring available positions and transaction history into Google Sheets for account comparisons, cash-flow summaries, and your own portfolio dashboard.
Free add-on · Read-only access · Refresh from the sidebar
From account data to useful rows
Import Schwab positions,
transactions, and balances.
Choose only the tables you need. The add-on writes the data returned by your SnapTrade connection, so missing fields or unavailable datasets are not filled with estimates.
Transactions & dividends
Available buys, sells, dividends, deposits, fees, and other activity in your selected date window. Preserve amounts, types, dates, and descriptions.
Explore transaction imports →Accounts & cash
Account details and available cash and buying power by currency. Keep these separate when building a view across accounts.
See columns and formulas →Recent orders and optional experimental balance history are also available where supported. See all datasets and limits. Refresh fetches SnapTrade’s available snapshot; it does not force a new brokerage sync.
Connect once, reuse your setup
How to connect Schwab to Google Sheets
Sign in on Schwab
Choose Schwab in SnapTrade Personal. The connection flow sends you to Schwab’s website to sign in and review the access agreement. Complete that connection, confirm your accounts in SnapTrade, and then authorize Brokerage Connect from your Sheets sidebar.
Read SnapTrade’s Schwab connection guide ↗Connection instructions checked September 25, 2026.
Connect Schwab in SnapTrade
Create or open your SnapTrade Personal account, connect your brokerage, and check that your accounts appear.
Open the add-on in Google Sheets
Follow the installation guide, open Extensions → Brokerage Connect → Open, and choose Connect SnapTrade. Use the same Google account as your spreadsheet and approve read access.
Choose accounts, preview, and import
Select your datasets and destination tabs. For transactions, select Activities and a date range. Review the preview and confirm who can see the spreadsheet before importing.
Refresh when you need an update
Use the sidebar to refresh configured imports with the data available from SnapTrade. Keep formulas and notes in separate analysis tabs. Background or scheduled refresh is not available.
Make the spreadsheet useful to you
Three ways to work with your Schwab data
Build a holdings dashboard
Start with Positions and Accounts. Keep symbol, instrument_kind, units, and currency in view when creating a pivot table, so different instruments or currency exposures are not silently combined.
Use transactions for cash-flow questions
Activities lets you work with the transaction window returned by SnapTrade. Separate buys, sells, dividends, and transfers using the type field instead of treating every activity amount as investment income.
Compare Schwab with another brokerage
Include available Fidelity or E*TRADE accounts in the same import. The institution column stays with each row, giving you a way to compare accounts without maintaining a different spreadsheet layout for each broker.
Schwab import questions
Do I need to create a Schwab developer app?
No. This Sheets workflow uses your existing Schwab connection in SnapTrade Personal and asks for read access. You do not need to build a Schwab API integration to use Brokerage Connect, and the add-on cannot place trades.
Can I import Schwab to Google Sheets automatically?
The add-on writes the selected tables for you after you preview and confirm an import. To update them, use Refresh in the sidebar. It does not run unattended, schedule daily imports, or stream live prices.
How much Schwab transaction history can I import?
Choose an inclusive start and end date for Activities. The history actually returned depends on the brokerage, account, and SnapTrade connection. Preview the results; a requested date range does not guarantee records for the entire period.
Who can see my imported brokerage data?
People who can access your spreadsheet may be able to see the imported values, including hidden staging or backup tabs. Check sharing before importing. The add-on requests read access and cannot place trades.
Is the Schwab import free?
The add-on has no subscription fee. SnapTrade Personal is currently free; its OAuth app access is in a limited-time free preview. See Personal pricing and preview terms. Checked September 25, 2026.
More details: privacy, disconnecting and deletion, and import troubleshooting.
Your next spreadsheet starts here
Bring your Schwab data into Sheets.
Free add-on · Read-only access · Refresh from the sidebar
The add-on has no subscription fee. SnapTrade Personal is currently free; its OAuth app access is in a limited-time free preview. See Personal pricing and preview terms. Checked September 25, 2026.
Have accounts elsewhere, too?
Add another supported brokerage in SnapTrade Personal and select the available accounts in the same import.
Browse all brokerage guides →Independent integration; not endorsed by Charles Schwab. Brokerage names identify compatible connections and belong to their respective owners.