We're Here When You Need Us

June 6, 2025 Rick Wurster
Through periods of volatility, our unwavering focus remains on serving you.

As 2025 draws to a close, I want to share my sincere thanks with you for continuing to place your trust in Schwab. Our mission is to make a meaningful difference in your financial life, and it's a privilege to serve you and your family.

We're grateful to be where you turn for financial insights and guidance—whether it's through our timely market commentary, live in-person events, or one-on-one guidance from your dedicated financial consultant.

Based on metrics for the first nine months of the year, we're on track to support more than 1.5 billion trades, 2 billion digital logins, and more than 30 million calls in 2025. In addition, we've enhanced our wealth management and banking offerings, expanded access to alternative investments, and launched 24/5 trading. Our "Through Clients' Eyes" strategy remains our North Star as we look ahead to the new year. We'll be here when and where you need us, while expanding our services and capabilities to help you meet your financial goals.

From our Schwab family to yours, we wish you a wonderful holiday season.

Rick Wurster signature

Rick Wurster

President & Chief Executive Officer

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

Investing involves risk, including loss of principal.

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