Words of Thanks

November 14, 2025 Rick Wurster
Rick Wurster shares his gratitude and reflects on key initiatives Schwab introduced in 2025. Learn how we intend to continue leading the way the coming year.

At Schwab, we pride ourselves on seeing "Through Clients' Eyes." It's the philosophy behind our "no trade-offs" value proposition where we bring you outstanding service, an omnichannel experience supported by knowledgeable professionals and dedicated relationships, and one-stop shopping with our product breadth—all delivered via a brand you trust with the powerful combination of people and technology.

While we know banking and cash management are just one aspect of managing your financial life, we understand cash needs aren't one-size-fits-all. Whether your priority is maximizing yield, ensuring stability, or staying flexible in uncertain times, we offer cash solutions to help achieve your goals.

We make it easy to move and invest cash at Schwab, and you can learn more about our cash investment options—or by scheduling a meeting with your financial advisor to review your allocations and plan. We're here to help ensure every dollar you've worked hard to save is working just as hard for you.

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Rick Wurster

President & Chief Executive Officer

This material is intended for general informational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities and investment products mentioned 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 decisions.

Investing involves risk, including loss of principal.

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