Schwab Announces Its Winter Business Update

Group 1 - The Charles Schwab Corporation has scheduled a Winter Business Update for institutional investors on January 21, which will be held via live public webcast [1] - The Update aims to keep the investment community informed about recent developments and management's strategic focus areas [1] - Key participants in the Update will include President and CEO Rick Wurster and CFO Mike Verdeschi [1] Group 2 - As of November 30, 2025, Charles Schwab has 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 [3] - The company provides a comprehensive range of financial services, including wealth management, securities brokerage, banking, asset management, custody, and financial advisory services [3] - Charles Schwab's broker-dealer subsidiary offers a wide selection of investment services and products, including mutual funds, financial planning, and custodial support for independent investment advisors [3]