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