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Schwab Announces Its Winter Business Update

PRESS RELEASE: Paid content from Business Wire
Press release content from Business Wire. The AP news staff was not involved in its creation.
January 5, 2023 GMT

WESTLAKE, Texas--(BUSINESS WIRE)--Jan 5, 2023--

The Charles Schwab Corporation announced today that it has scheduled a Winter Business Update for institutional investors on Friday, January 27 th. This Update, which will be available 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. - 1:00 p.m. CT, 9:00 a.m. - 2:00 p.m. ET. Participants will include members of the company’s executive management and senior leadership team.

The Update will be accessible at

About Charles Schwab

The Charles Schwab Corporation (NYSE: SCHW) is a leading provider of financial services, with 33.6 million active brokerage accounts, 2.3 million corporate retirement plan participants, 1.7 million banking accounts, and $7.32 trillion in client assets as of November 30, 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, ), 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

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.

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Mayura Hooper

Charles Schwab

Phone: 415-667-1525INVESTORS/ANALYSTS:

Jeff Edwards

Charles Schwab

Phone: 415-667-1524



SOURCE: The Charles Schwab Corporation

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PUB: 01/05/2023 08:45 AM/DISC: 01/05/2023 08:45 AM