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May 22, 2015 9:29 PM ET

Capital Markets

Company Overview of Charles Schwab & Co., Inc.

Company Overview

Charles Schwab & Co., Inc. is an investment banking and securities brokerage firm. The firm's services include investment advisory and trading, equity research, and online financial services. It also provides advisory services on estate planning, life insurance, and annuities. Charles Schwab & Co., Inc. was founded in 1971 and is based in San Francisco, California. Charles Schwab & Co., Inc. operates as a subsidiary of Schwab Holdings, Inc.

211 Main Street

San Francisco, CA 94105

United States

Founded in 1971

Phone:

415-627-7000

Fax:

415-627-8538

Key Executives for Charles Schwab & Co., Inc.

Compensation as of Fiscal Year 2014.

Charles Schwab & Co., Inc. Key Developments

American Express Announces New Co-Brand Relationship with Charles Schwab

American Express American Express announced a new exclusive multi-year agreement with Charles Schwab & Co. Inc. to create two new premium co-branded cards. With the agreement recently finalized, the cards are expected to be available in early 2016.

SCHWAB CENTER FOR FINANCIAL RESEARCH Presents at The 6th Annual FundForum USA, Oct-29-2014 12:30 PM

SCHWAB CENTER FOR FINANCIAL RESEARCH Presents at The 6th Annual FundForum USA, Oct-29-2014 12:30 PM. Venue: Mandarin Oriental Boston, Boston, United States. Speakers: Anthony B. Davidow, Vice President – Alternative Beta & Asset Allocation Strategist.

Charles Schwab & Co., Inc. Opens New Colorado Campus in Lone Tree, Colorado

Charles Schwab & Co., Inc. announced the opening of its new Colorado campus in Lone Tree, Colorado. A total of approximately 1,900 Denver-area Schwab employees will move into the 650,000-square-foot, 47-acre campus in staged phases over the next year and a half, enabling the company to consolidate the majority of its Colorado operations in one facility, which is located at 9800 Schwab Way. The campus, when completed, will include three five-story office buildings as well as a standalone branch office, which opened last May. The Schwab campus was designed to create a sustainable, visually appealing and strong identity within the community, which itself blends natural open space with mixed-use density. Situated for solar orientation, the campus' buildings are nestled into the existing site topography and optimize views of Mount Evans, Indian Peaks, Longs Peak and the downtown Denver skyline. Landscaping reflects the natural Colorado landscape, with native grasses, plants and trees that tie into the surrounding prairie. The site and buildings all incorporate sustainable materials and systems, targeting LEED Gold certification.

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