Charles Schwab Opens Retail Branch at New Ridgegate Campus in Lone Tree, Colorado

  Charles Schwab Opens Retail Branch at New Ridgegate Campus in Lone Tree,
  Colorado

Branch Opening Marks Significant Milestone in New Campus Development

Business Wire

LONE TREE, Colo. -- May 28, 2014

Charles Schwab, a full-service investment services firm, has opened the doors
to a new retail branch location in Lone Tree, Colo. Located at the new Schwab
campus being developed in the RidgeGate community at 9899 Schwab Way, it is
one of Schwab’s four branch offices in the Denver area and offers access to a
full range of investing and personal finance guidance, services and products.

Charles Schwab's new retail branch in Lone Tree, Colo. (Photo: Business Wire)

Charles Schwab's new retail branch in Lone Tree, Colo. (Photo: Business Wire)

The branch, formerly located at the Denver Panorama Center four miles away,
officially opened on May 5. The two-story structure is the first building to
open at Schwab’s new 40-acre campus. The branch contains approximately 17,000
square feet and 26 offices in addition to a seminar room and adjoining outdoor
area. Schwab designed the building for maximum energy efficiency and is
seeking LEED Platinum certification. The branch also offers a wide range of
educational investing workshops, which are complimentary and open to Schwab
clients as well as the general public.

“While 24/7 access to Schwab via phone, Web and mobile device are important,
we know that many people value having a face-to-face interaction in a branch
when it comes to investing, especially for more in-depth planning
discussions,” said Lisa Robb, Schwab vice president and regional branch
executive based in Denver. “We’re very proud of our new branch at the Lone
Tree campus and it’s a great example of our commitment to giving people
convenient local access to everything Schwab has to offer.”

Schwab’s Lone Tree branch is managed by Brian Folkerts, CFP®, a Highland Ranch
resident who has been with Schwab for more than 20 years.

Schwab’s three other Denver-area branches are located downtown at 518 17^th
Street; in Cherry Creek at 201 Columbine Street, suite #130; and in Boulder at
2480 Canyon Blvd, Bldg M, Suite #M4. To find one of Schwab’s more than 300
branches across the country, visit Schwab’s branch locator.

New Schwab branch part of a larger commitment to Colorado

The new branch is a significant milestone in Schwab’s plans to build on its
35-year-long history in Colorado. The company broke ground for its new,
40-acre RidgeGate campus in May 2013. To date, the exterior of the campus’
first two office buildings are 90 percent complete, and construction of the
interiors are well under way, on track for completion this fall. A third
office building is scheduled for completion in the summer of 2015.

Beginning in September, Schwab will begin the process of moving approximately
1,900 of its Denver employees, currently housed in two separate facilities in
the Denver Panorama and Inverness centers farther north on I-25, in stages to
the new campus. Move-ins will continue into early 2015.

About Charles Schwab

At Charles Schwab, we believe in the power of investing to help individuals
create a better tomorrow. We have a history of challenging the status quo in
our industry, innovating in ways that benefit investors and the advisors and
employers who serve them, and championing our clients’ goals with passion and
integrity.

More information is available at www.aboutschwab.com. Follow us on Twitter,
Facebook, YouTube, LinkedIn and our Schwab Talk blog.

Disclosures

Through its operating subsidiaries, The Charles Schwab Corporation (NYSE:
SCHW) provides a full range of securities brokerage, banking, money management
and financial advisory services to individual investors and independent
investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc.
(member SIPC, www.sipc.org), and affiliates offer a complete range of
investment services and products including an extensive selection of mutual
funds; financial planning and investment advice; retirement plan and equity
compensation plan services; compliance and trade monitoring solutions;
referrals to independent fee-based investment advisors; and custodial,
operational and trading support for independent, fee-based investment advisors
through Schwab Advisor Services. Its banking subsidiary, Charles Schwab Bank
(member FDIC and an Equal Housing Lender), provides banking and lending
services and products. More information is available at www.schwab.com and
www.aboutschwab.com.

(0514-3489)

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Contact:

Charles Schwab
Hibah Yousuf, 415-667-0507
hibah.yousuf@schwab.com
 
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