What is the main purpose of this 8-K filing?

The main purpose of this 8-K filing is to attach a Supplement to the Joint Proxy Statement/Prospectus. This supplement provides additional information to stockholders of Charles Schwab Corporation in preparation for the special meeting on June 4, 2020, where a vote on the proposed acquisition of TD Ameritrade Holding Corporation will take place.

Where can I find detailed information about the TD Ameritrade acquisition?

Detailed information about the TD Ameritrade acquisition can be found in the Form S-4 registration statement filed with the SEC, as well as the definitive joint proxy statement/prospectus and any amendments or supplements to these documents. These materials are available on the SEC's website or by contacting the investor relations departments of Schwab or TD Ameritrade.

Is this filing an offer to sell Schwab securities?

No, this communication is not intended to constitute an offer to sell or the solicitation of an offer to buy any securities. It is a disclosure document related to an upcoming shareholder vote on a proposed transaction.

Who is Peter Crawford and why is he signing this report?

Peter Crawford is the Executive Vice President and Chief Financial Officer of The Charles Schwab Corporation. He is signing this report on behalf of the company to attest to the accuracy and completeness of the information provided in accordance with the requirements of the Securities Exchange Act of 1934.

SCHWAB CHARLES CORP 8-K SEC Disclosure

Summary

This 8-K filing from Charles Schwab Corporation (SCHW) on May 27, 2020, primarily serves to attach a "Supplement to the Joint Proxy Statement/Prospectus" related to the company's special meeting of stockholders scheduled for June 4, 2020. This supplement is crucial for investors as it provides updated information concerning the proposed acquisition of TD Ameritrade Holding Corporation. The filing reinforces the ongoing nature of the TD Ameritrade transaction, reminding investors where to find comprehensive details, including the Form S-4 registration statement and the definitive joint proxy statement/prospectus. Investors are strongly urged to review these documents for important information regarding the transaction's terms, potential impacts, and voting procedures. The filing also clarifies that this communication is not an offer to sell securities but a preparatory document for the upcoming shareholder vote.

Key Highlights

1Filing includes a Supplement to the Joint Proxy Statement/Prospectus for the Special Meeting of Stockholders on June 4, 2020.
2The supplement provides additional information regarding the proposed acquisition of TD Ameritrade Holding Corporation.
3Reinforces that the Form S-4 registration statement and joint proxy statement/prospectus are key documents for understanding the transaction.
4Provides contact information for Schwab and TD Ameritrade investor relations for obtaining these documents.
5Details are provided on how to access SEC filings, including the registration statement and proxy materials.
6Discloses potential participants in the solicitation of proxies for the transaction.
7Clarifies that the communication is not an offer to sell securities or a solicitation for votes, but a preparatory disclosure.

SCHWAB CHARLES CORP 8-K Report, Corporate Update (May 27, 2020)

Summary

Key Highlights

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