Schwab, Charles

Ticker Symbol: SCHW Exchange: NYSE

Company Profile

Charles Schwab is a financial services company that provides retail brokerage and banking operations to individuals, as well as Advisor Services, Retirement Plan Services, Corporate Brokerage Services and Retirement Business Services to institutions and corporations. The company operates more than 300 branches in 45 U.S. states, one branch in Puerto Rico and one branch in London. SCHW shares are a component of the S&P 500

Key Products & Services:
Retail brokerage & banking services, Institutional services

Target Investor:
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Key Statistics 2005 2006 2007 2008 2009 2010
Revenue ($ millions) $5,151.0 $4,963.0 $5,617.0 $5,393.0 $4,383.0 $4,474.0
EPS $0.55 $0.95 $1.97 $1.05 $0.68 $0.38
Dividend $0.09 $0.14 $1.20 $0.22 $0.24 $0.24

DRIP Plan Summary:
Shares Needed to Qualify: 1
Minimum Additional Investment: $10
Maximum Additional Investment: $5,000/month
Additional Purchase Discount: None
Purchase Trading Fee: Company paid
Dividend Reinvestment Trading Fee: Company paid
Dividend Reinvestment Service Fee: Company paid

Plan Prospectus

Investor Contact Information:
Transfer Agent: Wells Fargo Shareowner Services
Mail: P.O. Box 64856
St. Paul, MN 55164
Phone: 800-468-9716
IR website:

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