A Letter From Schwab's New CEO Rick Wurster

March 7, 2025 Rick Wurster

As the new CEO of Charles Schwab, I will carry on my predecessor's legacy of delivering best-in-class client service and leading with integrity.

I am grateful to be able to serve you in my new role as CEO. We have an unwavering commitment to your financial success.

My predecessor, Walt Bettinger, led this firm with integrity and created a culture rooted in client service and innovation, and I'm honored for the opportunity to build on this client-first legacy.

As we look to the future, my priority remains clear: ensuring your needs remain at the heart of everything we do. Whether it's navigating complex markets or identifying new opportunities, you can count on us to provide the expertise, dedication, and passion to deliver long-term value and help you achieve your goals.

Thank you for the trust you place in us. It's a responsibility we truly take to heart, and we'll continue to work every day to be deserving of it.

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.

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