![]() ![]() In some ways, it seems to me that the fog has settled in again, just as it did a few years ago, and that fog is clouding how some see Charles Schwab today. In fact, if you didn't know it was there, you might not even realize Treasure Island even existed. And the fog would not only mask the beauty of Treasure Island, it would often be so dense that you couldn't even see the island out in the Bay. When my office used to be in downtown San Francisco, I would often look out toward Treasure Island early in the morning only to see dense fog. A number of years ago, I used an illustration that seems timely to resurrect. It's a beautiful day, but it definitely will be a scorcher. I'm looking forward to another triple-digit day here in Texas. ![]() ![]() Before we get on to the interesting stuff, let's stop by everyone's favorite slide, our forward-looking statements page, which reminds us all that the future is inherently uncertain, so please stay up-to-date with our disclosures.Īnd with that, Walt, please take it away. Today's slides will be posted to the IR website at the beginning of Peter's remarks. We also ask that you save any clarifying or reconciling questions regarding this morning's reported quarter for the IR team. Similar to past events I'll be helping facilitate Q&A, and we are still abiding by the one question, no follow-up format. Before we kick off, let's briefly hit on a few housekeeping items. This is Jeff Edwards, Head of Investor Relations, and I'll be followed very shortly by our esteemed presenters, Co-Chairman and CEO, Walt Bettinger President, Rick Wurster and CFO, Peter Crawford. We certainly weren't going to let a little searing Texas heatwave get in the way of providing you with a strategic update on our business. Good morning, everyone, and thank you for joining us for the Schwab 2023 Summer Business Update. All rights reserved.The Charles Schwab Corporation ( NYSE: SCHW) 2023 Summer Business Update Conference Call J8:30 AM ETĪnd here we go. ("Schwab RT") is engaged in developing and licensing proprietary retirement plan recordkeeping systems to independent third-party administrators. Charles Schwab Bank, SSB (Member FDIC and an Equal Housing Lender) and Charles Schwab Trust Bank (Member FDIC) provides trust, custody, deposit, and lending products and services. Through its operating subsidiaries, The Charles Schwab Corporation ("Charles Schwab") provides a full range of securities brokerage, banking, money management, and financial advisory services, as well as services to retirement and other benefit plans. Schwab Retirement Plan Services, Inc., and Charles Schwab & Co., Inc. ("Schwab", member SIPC) are separate but affiliated entities, and each is a subsidiary of The Charles Schwab Corporation. Schwab Designated Brokerages Services, a division of Charles Schwab & Co., Inc., provides technology solutions for corporate clients with regulatory requirements to monitor employee security transactions. providing equity compensation plan services and brokerage solutions for corporate clients. Schwab Stock Plan Services is a division of Charles Schwab & Co., Inc. Schwab Retirement Plan Services, Inc., provides recordkeeping and related services with respect to retirement plans. ![]() Schwab Stock Plan Services and Designated Brokerage Services. Workplace Financial Services is a business enterprise which offers products and services through Schwab Retirement Plan Services, Inc. ![]()
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