| Relationships | Role | Relationship Start | Relationship End |
| Charles Schwab Corporation, The | Parent | 12/1/2012 | |
| Optionsxpress, Inc. | Subsidary | 12/1/2012 | |
| Optionsxpress International, Inc. | Subsidary | 12/1/2012 | |
| Oxe, Llc | Subsidary | 12/1/2012 | |
| Xpresstrade, Llc | Subsidary | 12/1/2012 | 7/31/2014 |
| Ox Trading, Llc | Subsidary | 12/1/2012 | 7/31/2014 |
| Bx Holdings, Llc | Subsidary | 12/1/2012 | 1/4/2013 |
| Brokersxpress Illinois, Inc. | Subsidary | 12/1/2012 | 12/31/2012 |