Investor Relations

• A Different Kind of Firm: The 2008 annual report for The Charles Schwab Corporation includes letters to stockholders from President & CEO Walt Bettinger and Chief Financial Officer Joe Martinetto.
• Being Different Matters: Chuck Schwab and Walt Bettinger offer their perspectives on the current financial crisis.

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices and 7.7 million client brokerage accounts, 1.5 million corporate retirement plan participants, 722,000 banking accounts, and $1.42 trillion in client assets. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named Highest in Investor Satisfaction by J.D. Power and Associates, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through its Advisor Services division. The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. Our ticker symbol is SCHW and our common stock is listed on NASDAQ.