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What We Do

Submitted by lina.zuluaga on July 18, 2019

What We Do

Onscreen text: 45 years ago Schwab made a commitment to individual investors.

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Onscreen text: We've been making that commitment to employers and independent advisors.

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Onscreen text: Every day.

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Man [off-screen]: Cameras ready? In four, three, two…

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Liz Ann [onscreen]: Investing should never, ever be about a moment in time. Investing should always be a process over time.

Note: Aerial view of a large misty park at sunrise. A man unlocks a revolving door, and the lights in a Charles Schwab branch office come on. A suburban house stands in the sunlight, and inside a man is tying his tie in the bathroom.

Husband: My brother called.

Wife: Oh really, how is he?

Husband: He's retiring.

Note: Husband and wife stand at the kitchen island; the wife takes off her glasses.

Wife: Wow, nice for him.

Husband: Yeah, but what about us?

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Note: A hospital admin walks down the stairs of Metropolitan General Hospital with a Schwab representative. They continue talking while walking down a hallway.

Hospital admin: What are my peers doing with their 401(k) plans? What's going on out there? Are we competitive?

Note: People are seen riding bikes outside an office building and walking up the stairs inside. A company representative approaches the entrance with two Schwab reps. An employee in the lobby looks up from his computer, and a woman somewhere inside the office is giving a presentation. The group sits on sunlit couches in a common area talking.

Company rep: In tech, getting talent is the name of the game. And our stock plan is key. How can you help us?

Note: A young man hugs a woman before getting into the back of a car. He types on his phone while facing the open window. He's video-calling a Schwab Intelligent Portfolio Premium advisor.

Millennial: If I want to buy a house in like, say, five years, what do I need to do today?

Note: A financial consultant in a suit walks onto a train, sits down, pulls out his computer, and begins typing an email to his Schwab advisor.

Financial consultant: My advisory firm is growing. How can Schwab help me spend more time with my clients?

Note: A man unrolls a building plan inside a space that is being renovated. He greets two Schwab reps who walk up to him and shake their hands. The man then goes on a walk with one of the reps to chat.

Financial consultant: I put a lot on the line going independent. You guys really going to have my back?

Note: A gray-haired man walks down a city street with dozens of other people and boards a ferry, with the city shoreline in the background. He stands by the railing while talking into an earpiece.

Financial consultant: Looking for core products for my client's 401(k). Something with a track record.

Note: The Schwab rep sits across from the company rep in the sunlit common area and answers his question confidently.

Schwab rep: We have lots of ways to help.

Note: The Schwab rep walking down the hallway with the hospital admin responds to her question.

Schwab rep: We can help you with that.

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Schwab rep: We are here to support you.

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Onscreen text: Our answers today

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Onscreen text: help investors

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Onscreen text: help employers

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Onscreen text: help advisors

Onscreen text: Own your tomorrow®

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Onscreen text: Over 11 Million Brokerage Accounts

Woman: Today Charles Schwab is a full-service wealth management leader.

Onscreen text: Over 4 Million Participants

Woman: A leader in retirement plans and supporting independent providers

Onscreen text: Over 2,500 Company Stock and Brokerage Plans

Woman:In workplace financial services

Onscreen text: 7,500 Advisory Firms

Woman: And supporting more independent advisors of all sizes than anyone else.

Onscreen text: Over $400 Billion in Schwab Funds® and ETFs*

Woman: We're one of the fastest-growing asset management firms.

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Onscreen text: $3.59 Trillion Total Client Assets

Woman: With more total assets than any publicly traded investment firm in America.

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Onscreen text: "Highest in Investor Satisfaction with DIY Self-Directed Services"

Woman: But we're most proud of our leadership in client satisfaction.

Another JD Power award icon appears.

Onscreen text: "Ranked Highest in Participant Satisfaction in the large plan segment for the second year in a row."

Woman: Which we strive to deliver to all we serve, every day.

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Onscreen text: To learn more about what it's like to work with Schwab Advisor Services, call 1-877-687-4085.

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Onscreen text: Charles Schwab Own your tomorrow®

Except where otherwise noted, all figures are per Charles Schwab & Co. data as of 3/31/2019.

* Includes holdings in affiliate funds. From publicly available company records.

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