1. Go to the website schwab.com.
2. Click Log In to log into your account.
3. Click Accounts tab in the upper left corner.
4. When the Accounts tab is displaying, click History submenu item, then click the Transactions tab.
5. Select a date range that will show transactions that occurred in the appropriate tax year (e.g. Previous Year).
6. Click the Export link in the upper right.
7. Select CSV as Export as type and save this file.