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Schwab Announces Its Spring Business Update

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The Charles Schwab Corporation (NYSE: SCHW) has announced a Spring Business Update for institutional investors, scheduled for April 21, 2022, from 8:00 a.m. to 9:00 a.m. PT (11:00 a.m. to 12:00 p.m. ET). This webcast aims to update the investment community on recent developments and management strategies. Key executives, including CEO Walt Bettinger, President Rick Wurster, and CFO Peter Crawford, will participate. As of February 28, 2022, Schwab reported 33.4 million brokerage accounts and $7.69 trillion in client assets.

Positive
  • Scheduled Spring Business Update on April 21, 2022, to engage with institutional investors.
  • Participation of key executives indicates strong leadership communication.
  • 33.4 million active brokerage accounts underline robust client engagement.
  • $7.69 trillion in client assets reflects strong market position.
Negative
  • None.

WESTLAKE, Texas--(BUSINESS WIRE)-- The Charles Schwab Corporation announced today that it has scheduled a Spring Business Update for institutional investors on Thursday, April 21st. This Update, which will be held via webcast, is part of an ongoing series designed to help the investment community keep abreast of recent developments and management’s strategic focus. The program is scheduled to run from 8:00 a.m. - 9:00 a.m. PT, 11:00 a.m. - 12:00 p.m. ET. Participants will include Walt Bettinger, Chief Executive Officer, Rick Wurster, President, and Peter Crawford, Chief Financial Officer.

The Update will be accessible at schwabevents.com/corporation.

About Charles Schwab

The Charles Schwab Corporation (NYSE: SCHW) is a leading provider of financial services, with 33.4 million active brokerage accounts, 2.2 million corporate retirement plan participants, 1.6 million banking accounts, and $7.69 trillion in client assets as of February 28, 2022. Through its operating subsidiaries, the company provides a full range of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiaries, Charles Schwab & Co., Inc., TD Ameritrade, Inc., and TD Ameritrade Clearing, Inc., (members SIPC, www.sipc.org), and their 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 primary banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an Equal Housing Lender), provides banking and lending services and products. More information is available at www.aboutschwab.com.

TD Ameritrade, Inc. and TD Ameritrade Clearing, Inc. are separate but affiliated companies and subsidiaries of TD Ameritrade Holding Corporation. TD Ameritrade Holding Corporation is a wholly owned subsidiary of The Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank.

MEDIA:

Mayura Hooper

Charles Schwab

Phone: 415-667-1525

INVESTORS/ANALYSTS:

Jeff Edwards

Charles Schwab

Phone: 415-667-1524

Source: The Charles Schwab Corporation

FAQ

What is the date of the Spring Business Update for Charles Schwab?

The Spring Business Update is scheduled for April 21, 2022.

Who will participate in the Charles Schwab Spring Business Update?

Key executives including CEO Walt Bettinger, President Rick Wurster, and CFO Peter Crawford will participate.

How many active brokerage accounts does Charles Schwab have?

As of February 28, 2022, Charles Schwab has 33.4 million active brokerage accounts.

What are Charles Schwab's total client assets?

Charles Schwab has $7.69 trillion in client assets as of February 28, 2022.

How can I access the Spring Business Update for Charles Schwab?

The Spring Business Update will be accessible via webcast at schwabevents.com/corporation.

The Charles Schwab Corporation

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