The Charles Schwab investor relations material

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The Charles Schwab Corporation is a savings and loan holding company. The Company, through its subsidiaries, engages in wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It provides financial services to individuals and institutional clients through two segments: Investor Services and Advisor Services. The Investor Services segment has retail brokerage service through its branch offices and over the Internet. The Charles Schwab Corporation was incorporated in 1971 and is headquartered in Westlake, Texas.

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