Schwab Announces Its Winter Business Update

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WESTLAKE, Texas--(BUSINESS WIRE)--Dec 16, 2025--

The Charles Schwab Corporation announced today that it has scheduled a Winter Business Update for institutional investors on Wednesday, January 21 st. 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 areas. 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 President and Chief Executive Officer Rick Wurster and Chief Financial Officer Mike Verdeschi.

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 38.3 million active brokerage accounts, 5.7 million workplace plan participant accounts, 2.2 million banking accounts, and $11.83 trillion in client assets as of November 30, 2025. 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 subsidiary, Charles Schwab & Co., Inc. (member SIPC, https://www.sipc.org ), and its 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 TM. 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.

View source version on businesswire.com:https://www.businesswire.com/news/home/20251216790157/en/

CONTACT: MEDIA:

Mayura Hooper

Charles Schwab

Phone: 415-667-1525INVESTORS/ANALYSTS:

Jeff Edwards

Charles Schwab

Phone: 817-854-6177

KEYWORD: TEXAS UNITED STATES NORTH AMERICA

INDUSTRY KEYWORD: PROFESSIONAL SERVICES FINANCE CONSULTING ASSET MANAGEMENT BANKING PERSONAL FINANCE

SOURCE: The Charles Schwab Corporation

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PUB: 12/16/2025 08:45 AM/DISC: 12/16/2025 08:45 AM

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