1. Sign in to your Charles Schwab account.
  2. Navigate to your trading account.
  3. Select the ‘Account’ dropdown menu.
  4. Select ‘History’ from the dropdown menu.
  5. Optional: Select your Brokerage Account and filter by Date Range.
  6. Click 'Export' in the top-right.

How to import new transactions

Later, when you'll start making new trades or receive dividends you can just get new statements from the date of your last import and upload them by clicking a plus sign on a top panel -> Import a spreadsheet.