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Presentations

 

  Business Update (490 KB) 

 

  • November 2009: Schwab's CEO, CFO and other senior executives discuss recent financial performance and corporate goals in a webcast with financial analysts and institutional investors. 

 

This presentation contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward- looking statements include statements that refer to expectations, projections or other characterizations of future events or circumstances, and are identified by words such as "believe", "expect", "estimate", "plan", "will", "may", "scenario", "could", "prepare", "work on", "improve", "remains", "commitment", "continue", "growth", "down" and other similar expressions. These forward-looking statements, which reflect management’s beliefs, objectives and expectations as of today, are necessarily estimates based on the best judgment of the company’s senior management. Achievement of the expressed beliefs, expectations and objectives is subject to risks and uncertainties that could cause actual results to differ materially from those beliefs, objectives or expectations.

 

Important factors that may cause such differences are discussed in the company’s filings with the Securities and Exchange Commission, including our Annual Report on Form 10-K and Quarterly Reports on Form10-Q. Other important factors include general market conditions, including the level of interest rates, equity valuations and trading activity; the company’s ability to attract and retain clients, grow client assets/relationships, and identify, implement and sustain expense savings without disrupting operations; the impact of changes in market conditions on money market fund fee waivers, revenue, expenses and pre-tax margins; competitive pressures on rates and fees; and the level of client assets, including cash balances.

 

The information in this presentation speaks only as of November 5, 2009. The Company makes no commitment to update any of this information.

 

  Interim Business Update (450 KB) 

 

  • July 2009:  As part of an ongoing series designed to help the investment community keep abreast of recent developments and management's strategic focus, Schwab's CEO and CFO discuss recent financial performance and corporate goals. 

 

This presentation contains "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward- looking statements include statements that refer to expectations, projections or other characterizations of future events or circumstances, and are identified by words such as "believe", "expect", "estimate", "plan", "will", "may", "scenario", "persist", "should", "could", "target", "aim", "remains", "commitment", "continue", "growth", "down" and other similar expressions. These forward-looking statements, which reflect management’s beliefs, objectives and expectations as of today, are necessarily estimates based on the best judgment of the company’s senior management. Achievement of the expressed beliefs, expectations and objectives is subject to risks and uncertainties that could cause actual results to differ materially from those beliefs, objectives or expectations.

 

Important factors that may cause such differences are discussed in the company’s filings with the Securities and Exchange Commission, including our Annual Report on Form 10-K and Quarterly Reports on Form10-Q. Other important factors include general market conditions, including the level of interest rates, equity valuations and trading activity; the company’s ability to attract and retain clients, grow client assets/relationships, and identify, implement and sustain expense savings without disrupting operations; the impact of changes in market conditions on money market fund fee waivers, revenue, expenses and pre-tax margins; competitive pressures on rates and fees; and the level of client assets, including cash balances.

 

The information in this presentation speaks only as of July 27, 2009. The Company makes no commitment to update any of this information.