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April 25, 2015 3:11 PM ET

Capital Markets

Company Overview of Schwab Annuity Portfolios - Schwab S&P 500 Index Portfolio

Company Overview

Schwab Annuity Portfolios - Schwab S&P 500 Index Portfolio is an open-ended equity variable annuity mutual fund launched and managed by Charles Schwab Investment Management, Inc. The fund invests in the public equity markets of the United States. It makes its investments in the stocks of companies operating across diversified sectors. The fund seeks to invest in both growth and value oriented stocks of large cap companies. It benchmarks the performance of its portfolio against the S&P 500 Index. Schwab Annuity Portfolios - Schwab S&P 500 Index Portfolio was formed on November 01, 1996 and is domiciled in the United States.

211 Main Street

San Francisco, CA 94105

United States

Founded in 1996

Phone:

415-667-7000

Fax:

415-667-1962

Key Executives for Schwab Annuity Portfolios - Schwab S&P 500 Index Portfolio

Chief Executive Officer and President
Age: 59
Principal Financial Officer and Treasurer
Chief Investment Officer and Senior Vice President
Chief Compliance Officer and AML Officer
Age: 54
Chief Investment Officer and Senior Vice President
Age: 55
Compensation as of Fiscal Year 2014.

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