Rick Wurster
President & CEO, Charles Schwab
“Our best days are still ahead of us... our diversified financial model supports durable earnings growth across market cycles.”
“31% of Schwab clients say they are willing to pay for advice [vs 5% enrolled]... The U.S. retail market is $37 trillion and growing, and we have just 2% market share.”
Rick Wurster
One-line summary: Schwab President & CEO; frames the firm's growth as client-consolidation + advice-gap conversion, and the NIM story as lending-mix self-help rather than rate-beta.
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On client-float-interest-to-custodian-exchange-nii:
"Our best days are still ahead of us... our diversified financial model supports durable earnings growth across market cycles." — 2026-07-21-earnings-schw-q2-fy2026 (2026-07-21)
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On client-float-interest-to-custodian-exchange-nii:
"31% of Schwab clients say they are willing to pay for advice [vs 5% enrolled]... The U.S. retail market is $37 trillion and growing, and we have just 2% market share." — 2026-07-21-earnings-schw-q2-fy2026 (2026-07-21)
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