Charles Schwab 2006 Annual Report Download - page 38

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The Charles Schwab Corporation
101 Montgomery Street
San Francisco, CA 94104
(415) 636-7000
Nasdaq Stock Symbol: SCHW
The Charles Schwab Corporation is a
leading provider of financial services,
with more than 300 offices and 6.7
million client brokerage accounts,
542,000 corporate retirement plan
participants, 147,000 banking
accounts, and $1.24 trillion in client
assets as of year-end 2006. Through
its operating subsidiaries, the company
provides a full range of securities
brokerage, banking, money manage-
ment and financial advisory and
custodial services to individual
investors, independent investment
advisors, and corporate retirement
plan sponsors and administrators.
Website: www.aboutschwab.com
Annual Meeting of Stockholders
Thursday, May 17, 2007
2 p.m. Pacific Time
Four Seasons Hotel
757 Market Street
San Francisco, CA 94103
Phone: (415) 633-3001
Advance registration is required. The
meeting will also be offered as a
webcast at www.schwabevents.com.
Stock Ownership Services
All stockholders of record are wel-
come to participate in The Charles
Schwab Corporation Dividend
Reinvestment and Stock Purchase
Plan, managed by Wells Fargo Bank,
N.A. For information on the Dividend
Reinvestment and Stock Purchase
Plan, or for assistance on stock
ownership questions, contact:
Transfer Agent & Registrar
Wells Fargo Bank, N.A.
Shareowner Services
P.O. Box 64854
St. Paul, MN 55164
Phone: (800) 468-9716
E-mail: stocktransfer@wellsfargo.com
The Charles Schwab Corporation
Office of the Corporate Secretary
Phone: (415) 636-3087
CEO and CFO Certifications
The Charles Schwab Corporation has
included as exhibits to its Annual
Report on Form 10-K for the year
ended December 31, 2006, filed
with the Securities and Exchange
Commission, certificates of its Chief
Executive Officer and Chief Financial
Officer certifying the quality of the
company’s public disclosures.
Trademarks
Charles Schwab, Schwab, Charles
Schwab Bank, CyberTrader, Talk
to Chuck, and other trademarks
appearing herein are trademarks
owned by Charles Schwab & Co., Inc.,
or its affiliates in the U.S. and/or
other countries.
Publications
To obtain the company’s Annual
Report, 10-K, 10-Q, Quarterly
Earnings Report, or other
publications without charge,
contact:
Charles Schwab Investor Relations
101 Montgomery Street
San Francisco, CA 94104
Phone: (415) 636-2787
These documents may also be
viewed at the company’s website
at www.aboutschwab.com.
CORP O RATE INFO RMAT ION
iii
© 2007 The Charles Schwab Corporation. All rights reserved.