The
Charles Schwab Corporation (NYSE / Nasdaq: SCH), through its operating subsidiaries, provides securities
brokerage and financial services to individual investors and the independent investment advisors who work
with them. With over 7 million individual investor accounts and more than $1 trillion in client assets,
The Charles Schwab Corporation is one of the nation's largest financial services firms. Its subsidiary
Charles Schwab & Co., Inc. (member SIPC) provides a complete range of investment services and products,
including an extensive selection of mutual funds; financial planning and investment advice; retirement plans;
referrals to independent fee-based investment advisors; and custodial, operational and trading support for
independent fee-based investment advisors. Its subsidiary Charles Schwab Bank (member FDIC) provides banking
and mortgage services and products. The corporation's other operating subsidiaries include U.S. Trust
Corporation (member FDIC) and CyberTrader®, Inc. (member SIPC)