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CLAIM #53521 · Charles Schwab Corp (SCHW) · 2024Q1 earnings call · Apr 15, 2024 · due Apr 15, 2025

We believe we are well positioned to meet the evolving needs of clients and deliver organic growth in line with our historical levels.

Rick Wurster · President

PENDING
graded after results covering Apr 15, 2025 are reported

In context

tionality that's of greatest importance to them. We've also enhanced our move money and self-service capabilities and incorporated DocuSign into our commonly used forms. And it also means we're providing access and intuitive experiences when and where our clients want to engage with us. Whether that's in one of our 380 branches, whether it's on the phone where clients can expect their calls to be answered in less than a minute or whether it's online through our Schwab Intelligent Assistant. With -- through clients' eyes as our foundation, investors continue to turn to us to serve their wealth management and investing needs through all market cycles. We are both ready for the final Ameritrade conversion group and ready to push forward on our four strategic focus areas to serve our clients. We believe we are well positioned to meet the evolving needs of clients and deliver organic growth in line with our historical levels. And with that, I'll turn it over to Peter. Peter Crawford: Thank you very much, Rick. So you all heard Kurt -- Walt and Rick talked about our increasing momentum in the market driven by our no-trade-offs positioning and the satisfaction and loyalty of our existing clients; the significant progress we've made with the Ameritrade integration and the success we're having in string to unlock the substantial opportunities the combination enables and our progress and plans around our four strategic priorities, which we're confident will allow us to continue growing with both our existing clients and new to firm. In my time today, I'll review our solid first quarter financial performance. I'll provide an update on some of the key factors influencing our near-term story and I'll share some high-l

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SEC filings for SCHW · Claim quote is verbatim from the 2024Q1 earnings call.