Investor Information

For Investor Relations information, including Annual Reports, SEC filings, and the most recent earnings release, please contact us via email. For other issues or clarification, securities analysts and investors are invited to contact Jeff Edwards, Managing Director, Head of Investor Relations, at 415-667-1524.

Stock Ownership Services

All stockholders of record are welcome to participate in The Charles Schwab Corporation Dividend Reinvestment and Stock Purchase Plan, managed by Equiniti Trust Company. For information on the Dividend Reinvestment and Stock Purchase Plan or assistance on stock-ownership questions, please contact Equiniti Trust Company or The Charles Schwab Corporation at the numbers below.

Corporate Headquarters

The Charles Schwab Corporation

3000 Schwab Way

Westlake, TX 76262

817-859-5000

Transfer Agent and Registrar

Equiniti Trust Company

Shareowner Services

P.O. Box 64854

St. Paul, MN 55164

(877) 778-6753

Independent Auditors

Deloitte & Touche LLP

555 Mission Street

San Francisco, CA 94105

(415) 783-4000

Annual Stockholders Meeting

The 2023 Annual Meeting of Stockholders of the Charles Schwab Corporation took place via webcast on May 18, 2023. To view the webcast replay, please go to www.schwabevents.com/corporation.

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