| Relationships | Role | Relationship Start | Relationship End |
| Charles Schwab Corporation, The | Parent | 7/21/2011 | |
| Charles Schwab Corporation, The | Parent | 6/30/2007 | 11/15/2007 |
| Charles Schwab Corporation, The | Parent | 2/8/2001 | 6/29/2007 |
| Cs Kinross Lake Parkway Llc | Subsidary | 7/21/2011 | |
| Cs South Mountain I Llc | Subsidary | 7/21/2011 | |
| Cs Woodfield Crossing Boulevard Llc | Subsidary | 7/21/2011 | |
| Cs Lone Tree Llc | Subsidary | 12/1/2012 | |
| Charles Schwab Netherlands Holdings B.V. | Subsidary | 5/11/2001 | 6/18/2003 |
| Charles Schwab Netherlands Capital Markets C.V. | Subsidary | 5/11/2001 | 6/18/2003 |