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Schwab Announces Its Winter Business Update

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The Charles Schwab Corporation (SCHW) has announced a Winter Business Update for institutional investors on January 17th. The program will be held via live public webcast and will feature key executives including Co-Chairman and CEO Walt Bettinger, President Rick Wurster, and CFO Peter Crawford.
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WESTLAKE, Texas--(BUSINESS WIRE)-- The Charles Schwab Corporation announced today that it has scheduled a Winter Business Update for institutional investors on Wednesday, January 17th. This Update, which will be held via live public 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 7:30 a.m. - 8:30 a.m. CT, 8:30 a.m. - 9:30 a.m. ET. Participants will include Walt Bettinger, Co-Chairman and Chief Executive Officer, Rick Wurster, President, and Peter Crawford, Chief Financial Officer.

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

About Charles Schwab

The Charles Schwab Corporation (NYSE: SCHW) is a leading provider of financial services, with 34.6 million active brokerage accounts, 5.2 million workplace plan participant accounts, 1.8 million banking accounts, and $7.65 trillion in client assets as of October 31, 2023. 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, https://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 https://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 Winter Business Update announced by The Charles Schwab Corporation (SCHW)?

The Winter Business Update is a program for institutional investors to keep abreast of recent developments and management’s strategic focus.

When is the Winter Business Update scheduled to take place for The Charles Schwab Corporation (SCHW)?

The Winter Business Update is scheduled for Wednesday, January 17th from 7:30 a.m. - 8:30 a.m. CT, 8:30 a.m. - 9:30 a.m. ET.

Who will be the key participants in the Winter Business Update by The Charles Schwab Corporation (SCHW)?

The program will feature Co-Chairman and CEO Walt Bettinger, President Rick Wurster, and CFO Peter Crawford.

How can participants access the Winter Business Update by The Charles Schwab Corporation (SCHW)?

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

The Charles Schwab Corporation

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