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SECURITIES AND EXCHANGE COMMISSION
WASHINGTON, D.C. 20549
SCHEDULE 14A INFORMATION
Proxy Statement Pursuant to Section 14(a) of the
Securities Exchange Act of 1934 (Amendment No. )
Filed by the Registrant [X]
Filed by a Party other than the Registrant [ ]
Check the appropriate box:
[ ] Preliminary Proxy Statement
[ ] Confidential, for Use of the Commission Only (as permitted by Rule
14a-6(e)(2)
[ ] Definitive Proxy Statement
[x] Definitive Additional Materials
[ ] Soliciting Material Pursuant to Rule 14a-11(c) or Rule 14a-12
Schwab Investments
------------------------------------------------
(Name of Registrant as Specified in its Charter)
(Name of Person(s) Filing Proxy Statement., if other than Registrant)
Payment of Filing Fee (Check the appropriate box):
[x] No fee required.
[ ] Fee computed on table below per Exchange Act Rules 14a-6(i)(1) and 0-11.
1) Title of each class of securities to which transaction applies:
2) Aggregate number of securities to which transaction applies:
3) Per unit price or other underlying value of transaction computed
pursuant to Exchange Act Rule 0-11 (set forth the amount on which
the filing fee is calculated and state how it was determined):
4) Proposed maximum aggregate value of transaction:
5) Total fee paid:
[ ] Fee paid previously with preliminary materials.
[ ] Check box if any part of the fee is offset as provided by Exchange
Act Rule 0-11(a)(2) and identify the filing for which the offsetting
fee was paid previously. Identify the previous filing by registration
statement number, or the Form or Schedule and the date of its filing.
1) Amount Previously Paid:
2) Form, Schedule or Registration Statement No.:
3) Filing Party:
4) Date Filed:
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SCHWAB FUNDS(R)
VERBAL VOTING SCRIPT
INTRODUCTION
Hello, my name is __________. I'm calling from DF King on behalf of Schwab
___________Fund. May I please speak to __________?
ADDRESS SHAREHOLDER NEEDS
The Board of Trustees of your Schwab ___________ Fund mailed a proxy statement
that requires your attention. I'm calling to find out if you received these
materials. May I have a moment of your time?
Have you received the proxy materials in the mail?
If not, then help the shareholder obtain the material he/she requires.
In either case, make sure the address is correct, make any necessary
corrections, and code the disposition as "14" or "15". If the
shareholder says he/she just got the materials, offer him the 800 phone
number 1-800-431-9633 offer to give him/her a brief summary of the
proxy statement, and explain that someone may call in a few days to
answer any questions.
Are you familiar with the proposals? May I assist you with any questions?
Take time to answer all questions carefully. Do not give advice. Remind
the shareholder that the Board of Trustees has recommended that he/she
vote in favor. Many questions can be addressed by referring to the
proxy statement and reading the appropriate sections.
If it's convenient for you, I can record your vote over the telephone right now.
Is it convenient?
Allow the shareholder to give you a response. If the shareholder says
he/she has already sent in the proxy, do not ask the shareholder how
he/she voted.
Here's how we'll proceed. The phone call will be recorded to assure accuracy. I
will ask you for your name, confirmation that you received the proxy materials,
your address, and the last 4 digits of your social security number. We'll then
take your vote. Within 72 hours, we'll mail you a letter confirming your vote.
Are you ready?
Depending on answer, TAB down and choose either "Y" or "N". If you are
going to take a vote, remember to allow the phone call to be recorded.
BEGIN THE VOTE
At this time, I'll begin recording the call. First, I'll reintroduce myself. My
name is __________, calling from DF King & Co on behalf of Schwab _______ Fund.
Today's date is __________ and the time is __________.
May I please have your name?
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May I ask if you received the proxy materials?
May I please have your address?
And finally the last 4 digits of your social security number?
Input the last 4 digits of the SSN. You may not proceed without this
information. If the shareholder refuses to give this information,
explain that it is for security purposes only, to assure that only the
proper person can vote his/her shares. However, if the shareholder
continues to resist, you have no choice but to politely end the call.
In this case, return to the first screen (Shift TAB) and hit "N", which
will take you to the disposition screen.
ACTUAL VOTING
Your Board of Trustees recommends that you vote in favor of all proposals. Would
you like to vote in favor of the proposals as recommended by your Board?
Choose either "Y" or "N". If you choose "Y", then the computer will
fill in the response for all proposals. If you choose "N", you must
input a vote for each proposals. If you are required to read the
proposals individually, end each proposal by saying, "Your Board
recommends that you vote in favor. How would you like to vote?" For
most proposals, the valid responses are
F = For proposals.
A = Against proposals.
B = Abstain.
CLOSING
Your vote has been recorded. You have voted __________. Is that correct?
If it is correct, then choose "Y". If it is not correct, then choose
"N". The cursor will return to the top of the ballot and allow you to
make the appropriate corrections.
In the next 72 hours, we'll mail you a letter confirming your votes. If you wish
to change your vote for any reason, please call us at the number listed in the
letter. Thank you for your time.
Turn off the tape recorder. Record the shareholder's name and number of
shares on your log. Finish the phone call. If you get a verbal vote,
the only valid disposition is "01". If you do not get a verbal vote,
then you may use any valid disposition except "01".
