The Charles Schwab Corporation (SCHW) Analyst/Investor Day Transcript

Company Participants

Jeff Edwards – MD & Head of Investor Relations
Richard Wurster – CEO, President & Director
Jon Beatty – MD & Head of Schwab Advisor Services
Jonathan Craig – MD, Head of Investor Service & Head of Retail Investing
James Kostulias – MD & Head of Trading Services
Adele Taylor – Managing Director & Head of Workplace Services
Stacy Hammond – MD & Chief Marketing Officer
Neesha Hathi – Managing Director & Head of Wealth & Advice Solutions
Andrew D’Anna – MD & Head of Schwab Investment Platforms, Solutions, and Strategy
Dennis Howard – MD and Chief Technology, Operations & Data Officer
Michael Verdeschi – MD & Chief Financial Officer

Conference Call Participants

Alexander Blostein – Goldman Sachs Group, Inc., Research Division
Steven Chubak – Wolfe Research, LLC
Brennan Hawken – BMO Capital Markets Equity Research
Benjamin Budish – Barclays Bank PLC, Research Division
David Smith – Truist Securities, Inc., Research Division
Devin Ryan – Citizens JMP Securities, LLC, Research Division
Michael Cyprys – Morgan Stanley, Research Division
Charles John Bendit – Rothschild & Co Redburn, Research Division
Michael Brown – UBS Investment Bank, Research Division
Kenneth Worthington – JPMorgan Chase & Co, Research Division
Christopher Allen – Keefe, Bruyette, & Woods, Inc., Research Division
Steven Wharton
Ritwik Roy – Jefferies LLC, Research Division
Brian Bedell – Deutsche Bank AG, Research Division
Jacquelyne Cavanaugh – Putnam Investment Management, LLC

Conversation