Charles Schwab Winter Business Update Transcript

Jan 17, 2024 / 01:30PM GMT
Jeff Edwards - The Charles Schwab Corporation - VP of IR

Hello, everyone, and Happy New Year. Welcome to the Schwab 2024 Winter Business Update. This is Jeff Edwards, Head of Investor Relations, and I hope everyone is still on track for their respective resolutions. While it is a new year, we are joined by the same venable panel of presenters, our Co-Chairman and CEO, Walt Bettinger; President, Rick Wurster and CFO, Peter Crawford.

Obviously, a bit of a different structure to the winter business update this time around to be 100% virtual, but you'll still get the same in-depth perspectives from the team regarding client trends and behavior, continued progress on strategic initiatives and the tremendous opportunity we see on the horizon.

Before diving in, let's quickly review the rules of the road for today. (Operator Instructions). As always, please don't hesitate to contact the Schwab IR team to work to any clarifying or some of your more tactical questions. And the slides for today's update will be posted to the IR website following Peter's remarks. And certainly, last but not least,

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