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Media relations

If you are a member of the media, please direct inquires to our corporate headquarters at the address listed below, or contact us using the media hotline at 415-636-5454.

Corporate headquarters

Corporate Public Relations
The Charles Schwab Corporation
101 Montgomery Street
San Francisco, CA 94104

Schwab Institutional contacts

Alison Wertheim
alison.wertheim@schwab.com
415-636-5812

Lindsay Tiles
lindsay.tiles@schwab.com
415-667-3997

Press releases

8/18/2008 (45K PDF) — Independent Advisor Optimism on the Rise According to Schwab Institutional Study

6/12/2008 (79K PDF) — Smoothing the path to independence for Advisors coming to Schwab Institutional

4/17/2008 (67K PDF) — Schwab Institutional Announces Opening of Submission Window for IMPACT Awards®

2/13/2008 (37K PDF) — Schwab Charitable™ Surpasses $3 Billion in Charitable Contributions

10/30/2007 (129K PDF) — Schwab Institutional Announces Winners of 2007 IMPACT Awards®

10/29/2007 (70K PDF) — Schwab Institutional Launches New Offer to Help Advisors Manage Staffing Needs in the Face of Fast-Paced Growth

10/29/2007 (77K PDF) — Schwab Institutional Readies Two New Trust Services to Help Advisors Win and Retain Assets

10/29/2007 (64K PDF) — Schwab Institutional Issues New Report on Technology Best Practices for Independent Investment Advisors

10/4/2007 (50K PDF) — New Schwab Institutional study shows continued strong growth for independent investment advisors

10/3/2007 (73K PDF) — Schwab makes education grants to foster continued development of independent RIA industry

6/12/2007 (58K PDF) — Schwab offers new low and simplified fixed income pricing.

6/6/2007 (61K PDF) — Schwab Institutional announces new Advisory Council for advisors turning independent

5/7/2007 (58K PDF) — Schwab Institutional Growth Forums guide growth-minded advisors

4/2/2007 (77K PDF) — Schwab Institutional announces second annual IMPACT Awards

3/5/2007 (74K PDF) — Independent Advisor Outlook Study. New Schwab Institutional study measures advisor sentiment, uncovers problems in portfolios of their new clients

11/7/2006 (112K PDF) — Schwab Institutional Announces Impact Awards^™ Winners for Excellence in Independent Financial Advising

11/6/2006 (56K PDF) — Schwab Institutional Unveils New Marketing and Business Development Services at IMPACT^®

11/6/2006 (44K PDF) — Schwab Performance Technologies^® Introduces Latest Enhancements to PortfolioCenter^®

7/20/2006 (44K PDF) — Schwab Performance Technologies Unveils New Web Site and Online Learning Center for Advisors

5/1/2006 (108K PDF) — Schwab Institutional Report Offers Guidance to Independent Advisors Recruiting Financial Professionals

4/3/2006 (56K PDF) — Schwab Institutional Launches The IMPACT Awards™ to Recognize Excellence in Independent Financial Advising

1/19/2006 (44K PDF) — Rapid Growth Continues for Independent Investment Advisors Served by Schwab Institutional

For more information

For more information about Schwab Institutional and the other enterprises of The Charles Schwab Corporation, please visit:
About Schwab
About Schwab Press Room

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Investment managers must meet eligibility requirements to participate in certain services. Schwab Institutional is a division of Charles Schwab & Co., Inc. (“Schwab”) and provides back office and other services to independent investment advisors. This Web site is intended to provide a general overview of some of Schwab Institutional’s products and services. The information included is subject to change. Third-party trademarks are the property of their respective owners. Windows is a registered trademark of the Microsoft Corporation.

Third party firms and their employees are not affiliated with or an employee of Schwab.

Experiences expressed by advisors may not be representative of the experience of other advisors and are not a guarantee of future success.

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