Built to Serve

November 17, 2023 Walter W. Bettinger II
Through market uncertainty and company growth, Schwab is committed to client service.

The past year has been momentous—both for the markets and for Schwab.

The Federal Reserve's aggressive measures to tame inflation have been effective, albeit with consequences for everything from commercial real estate and high-yield bonds to regional banks and small-cap stocks. Meanwhile, Schwab teams have been working hard to welcome roughly 13 million clients from TD Ameritrade Inc. into the fold.

Regardless of external forces and internal changes, Schwab's commitment to our clients—existing and new—remains our top priority. In the year ahead, you can expect the same exceptional service and offerings that earned us the No. 1 spot in the J.D. Power 2023 U.S. Full-Service Investor Satisfaction Study, which surveys the experiences of investors just like you.

This honor reflects our single-minded promise to meet the ever-evolving needs of individual investors—and we look forward to not only meeting but also exceeding your expectations for many years to come.

Sincerely,

Walt Bettinger Signature

Walt Bettinger

Chief Executive Officer & Co-Chairman

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The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here 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 decision.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

Charles Schwab received the highest score in the J.D. Power 2023 U.S. Full-Service Investor Satisfaction Study℠, which measures investor satisfaction with full-service investment firms. The study was conducted between October 2022 to January 2023 and is based on responses from 6,168 investors. Twenty firms receiving 100 or more completed surveys were eligible to be included in the ranking. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. Each individual client's experience may vary. Visit jdpower.com/awards for more details. Study is independently conducted, and the participating firms do not pay to participate; however, use of study results in promotional materials is subject to a license fee.

Charles Schwab & Co., Inc. and TD Ameritrade, Inc., members SIPC are separate but affiliated subsidiaries of The Charles Schwab Corporation.

TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank.

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