Balance Sheet Highlights
Relationships Role Relationship Start Relationship End
Bankamerica Corporation Parent 1/11/1983 3/30/1987
Schwab Holdings, Inc. Subsidary 7/21/2011
Schwab (Sis) Holdings, Inc. I Subsidary 7/21/2011
Charles Schwab Investment Management, Inc. Subsidary 7/21/2011
Schwab Retirement Plan Services, Inc. Subsidary 7/21/2011
Schwab Retirement Technologies, Inc. Subsidary 7/21/2011
Performance Technologies, Inc. Subsidary 7/21/2011
Schwab International Holdings, Inc. Subsidary 7/21/2011
Charles Schwab Global Holdings, Inc. Subsidary 7/21/2011
Charles Schwab Bank Subsidary 7/21/2011
401(K) Companies, Inc., The Subsidary 7/21/2011
Optionsxpress Holdings, Inc. Subsidary 12/1/2012
Charles Schwab Investment Advisory, Inc. Subsidary 7/21/2011
Schwab Technology Holdings, Inc. Subsidary 12/1/2012
Thomaspartners, Inc. Subsidary 12/14/2012
Charles Schwab Trust Company Subsidary 5/12/2015
Charles Schwab Global Services Corporation Subsidary 7/21/2011 3/31/2014
Charles Schwab Foundation Subsidary 7/21/2011 12/30/2012
Schwab Capital Trust I Subsidary 7/21/2011 11/30/2012
Charles Schwab Trust Company, The Subsidary 6/30/2007 11/15/2007
Schwab Holdings, Inc. Subsidary 6/30/2007 11/15/2007
Mayer & Schweitzer, Inc. Subsidary 6/30/2007 11/15/2007
Schwab (Sis) Holdings, Inc. I Subsidary 6/30/2007 11/15/2007
Charles Schwab Investment Management, Inc. Subsidary 6/30/2007 11/15/2007
Schwab Retirement Plan Services, Inc. Subsidary 6/30/2007 11/15/2007
Schwab Retirement Technologies, Inc. Subsidary 6/30/2007 11/15/2007
Performance Technologies, Inc. Subsidary 6/30/2007 11/15/2007
Cybercorp Holdings, Inc. Subsidary 6/30/2007 11/15/2007
Schwab International Holdings, Inc. Subsidary 6/1/2000 11/15/2007
Charles Schwab Global Holdings, Inc. Subsidary 6/30/2007 11/15/2007
Charles Schwab Bank Subsidary 4/28/2003 11/15/2007
Charles Schwab Global Services Corporation Subsidary 6/30/2007 11/15/2007
401(K) Companies, Inc., The Subsidary 6/30/2007 11/15/2007
Schwab Capital Trust I Subsidary 10/5/2007 11/15/2007
Charles Schwab Business Services Company Subsidary 6/30/2007 9/18/2007
U.S. Trust Corporation Subsidary 6/1/2000 6/30/2007
Charles Schwab Trust Company, The Subsidary 6/1/2000 6/29/2007
Schwab Holdings, Inc. Subsidary 6/1/2000 6/29/2007
Mayer & Schweitzer, Inc. Subsidary 6/1/2000 6/29/2007
Schwab (Sis) Holdings, Inc. I Subsidary 6/1/2000 6/29/2007
Charles Schwab Investment Management, Inc. Subsidary 6/1/2000 6/29/2007
Schwab Retirement Plan Services, Inc. Subsidary 6/1/2000 6/29/2007
Schwab Retirement Technologies, Inc. Subsidary 6/1/2000 6/29/2007
Performance Technologies, Inc. Subsidary 6/1/2000 6/29/2007
Cybercorp Holdings, Inc. Subsidary 6/1/2000 6/29/2007
Charles Schwab Global Holdings, Inc. Subsidary 2/8/2001 6/29/2007
Charles Schwab Global Services Corporation Subsidary 1/31/2003 6/29/2007
Charles Schwab Business Services Company Subsidary 4/15/2003 6/29/2007
401(K) Companies, Inc., The Subsidary 3/31/2007 6/29/2007
Troon, Llc Subsidary 10/9/2001 11/8/2006
Quris, Inc. Subsidary 6/1/2000 11/30/2005
Epoch Precursor Fund, L.P. Subsidary 6/1/2000 12/28/2004
Soundview Technology Group, Inc. Subsidary 1/12/2004 10/28/2004
Shakespeare Merger Corporation Subsidary 12/3/2003 1/14/2004
Stc Llc Subsidary 6/1/2000 11/20/2001
E-Loan, Inc Subsidary 6/1/2000 8/31/2001
Epoch Partners, Inc. Subsidary 8/25/2000 7/19/2001
Epoch Partners, Inc. Subsidary 6/1/2000 8/24/2000
Charles Schwab & Co., Inc. Subsidary 1/11/1983 3/30/1987
Financial Highlights Charles Schwab Corporation, The
Total Assets 19,453