Charles Schwab 2011 Annual Report Download - page 147

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THE CHARLES SCHWAB
CORPORATION
211 Main Street
San Francisco, CA 94105
(415) 667-7000
www.aboutschwab.com
e Charles Schwab Corporation is a
leading provider of nancial services,
with more than 300 oces and 8.6 million
active brokerage accounts, 1.49 million
corporate retirement plan participants,
780,000 banking accounts, and $1.68 tril-
lion in client assets. rough its operating
subsidiaries, the company provides a full
range of securities brokerage, banking,
money management, and nancial
advisory services to individual investors
and independent investment advisors.
Our ticker symbol is SCHW and our
common stock is listed on NYSE.
CEO AND CFO CERTIFICATIONS
e Charles Schwab Corporation has
included as exhibits to its Annual
Report on Form 10-K for the year
ended December 31, 2011, led with the
Securities and Exchange Commission,
certicates of its Chief Executive Ocer
and Chief Financial Ocer certifying the
quality of the company’s public disclosure.
PUBLICATIONS
To obtain the companys annual report,
10-K, 10-Q, quarterly earnings report,
or other publications without charge,
contact:
Charles Schwab Investor Relations
211 Main Street
San Francisco, CA 94105
(415) 667-1959
ese documents may also be viewed
in the Investor Relations section of
the company’s website at
www.aboutschwab.com.
TRADEMARKS OR REGISTERED
TRADEMARKS
Charles Schwab, Schwab, Talk to Chuck,
Schwab Bank, and other trademarks ap-
pearing herein, which may be indicated by
®” and , are registered trademarks or
trademarks of Charles Schwab & Co., Inc.,
in the U.S. and/or other countries. ese
trademarks and registered trademarks are
proprietary to Charles Schwab & Co., Inc.,
in the U.S. and/or other countries.
ANNUAL MEETING
e annual meeting of stockholders will
be conducted at 2:00 p.m. (Pacic Time)
on ursday, May 17, 2012, at 211 Main
Street, San Francisco, CA, and via the
Internet. To register, visit
www.schwabevents.com/corporation
STOCK OWNERSHIP SERVICES
All stockholders of record are welcome
to participate in e 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
(800) 468-9716
www.wellsfargo.com/shareownerservices
INDEPENDENT AUDITORS
Deloitte & Touche LLP
555 Mission Street
San Francisco, CA 94105
(415) 783-4000
www.deloitte.com
CUSTOMER SERVICE
Investor Services: (800) 435-4000
www.schwab.com
Advisor Services: (877) 456-0777
www.schwabadvisorcenter.com/public
Corporate and Retirement Services:
(877) 456-0777, scrs.schwab.com
THE CHARLES SCHWAB
CORPORATION
Oce of the Corporate Secretary
(415) 667-9807
CHARLES SCHWAB FOUNDATION
Carrie Schwab-Pomerantz,
President, Charles Schwab Foundation,
and Senior Vice President
Phone: (877) 408-5438
www.aboutschwab.com/community
INVESTOR RELATIONS
Richard G. Fowler, Senior Vice President,
Investor Relations
Phone: (415) 667-1841
E-mail: investor.relations@schwab.com
LEGISLATIVE AND
REGULATORY AFFAIRS
Jerey T. Brown, Senior Vice President,
Legislative and Regulatory Aairs
325 7th Street NW, Suite 200
Washington, DC 20004
(202) 662-4902
NEWS MEDIA
Greg Gable, Senior Vice President,
Corporate Public Relations
Media Hotline: (888) 767-5432
E-mail: public.relations@schwab.com
OUTSIDE COUNSEL
Arnold & Porter LLP
3 Embarcadero Center, 7th Floor
San Francisco, CA 94111-4024
(415) 434-1600
www.arnoldporter.com
© 2012 The Charles Schwab Corporation. All rights reserved.
ii CORPORATE INFORMATION
Strategy + Design by Unboundary, Inc., Atlanta, GA | Printing by Lithographix, Inc. | Main photography by Toni Greaves | This entire report is printed on recycled paper.