| Relationships | Role | Relationship Start | Relationship End |
| Charles Schwab Corporation, The | Parent | 6/30/2007 | 11/15/2007 |
| Charles Schwab Corporation, The | Parent | 6/1/2000 | 6/29/2007 |
| Schwab Associates & Co. | Subsidary | 6/30/2007 | 11/15/2007 |
| Cs Capital Markets & Co. | Subsidary | 6/30/2007 | 11/15/2007 |
| Schwab Associates & Co. | Subsidary | 6/1/2000 | 6/29/2007 |
| Cs Capital Markets & Co. | Subsidary | 6/1/2000 | 6/29/2007 |