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CLAIM #53622 · Charles Schwab Corp (SCHW) · 2025Q1 earnings call · Apr 17, 2025 · due Dec 31, 2025

We continue to track well to the financial scenario we outlined at the beginning of the year as Mike will expand upon shortly.

Rick Wurster · CEO

PENDING
graded after results covering Dec 31, 2025 are reported

In context

oss the board. We continue to enhance our digital processes and our AAS easy score reached 93%. Finally, our fourth focus area is continuing to invest in our people. Our ability to serve our clients and fuel growth into the future comes down to our people. And we're continuing to optimize workflows as well as talent development and recognition programs that help us foster our unique culture of service. I want to wrap up with some comments on April and our outlook for the year. We are seeing record trading levels with our two highest trading days ever and high levels of engagement digitally and with our reps. We have been there during this period when our clients needed us most. Our technology has performed well, our service has been solid and our business metrics continue to perform well. We continue to track well to the financial scenario we outlined at the beginning of the year as Mike will expand upon shortly. The combination of a strong first quarter and robust activity in April has us off to a strong start in 2025. With Through Clients' Eyes as our guide, we're continuing to play offense by investing in focus areas that will drive both growth and efficiency while delighting our clients and supporting our employees. With continued innovation around client solutions, capabilities and experience, we are well positioned to accelerate profitable growth through the cycle. And with that, I will turn it over to Mike to share our financial picture. Mike Verdeschi: Thanks, Rick. I'm looking forward to speaking with you all this morning about our strong start to 2025. To echo Rick, we saw solid growth across all fronts during the first quarter as we continued to meet the evolving needs of our growing cl

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SEC filings for SCHW · Claim quote is verbatim from the 2025Q1 earnings call.