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BusinessWeek June 7, 2004 Lee & Young	Is Schwab's Latest Come-On Enough? Brokerage firm Charles Schwab & Co. is slashing commissions in a bid to win over the high-net-worth clients it so badly needs.
Registered Rep. July 20, 2004 Stan Luxenberg	Back to the Future? Courage has never been in short supply at Schwab. The company was founded in the 1970s by Charles R. Schwab, and now he's back at the helm. But the task of reinvention is not a simple one.
The Motley Fool August 27, 2004 Nathan Slaughter	Should Schwab Shed Soundview? The discount broker is in talks with UBS to sell its capital markets division.
The Motley Fool September 1, 2004 Tom Taulli	Schwab's De-diversification Process The company's foray into diversification has mostly been a failure. Now, it's time to unwind the acquisitions.
Registered Rep. August 1, 2004 Stan Luxenberg	Chucked! If Charles Schwab cannot soon deliver on its goal of reaching all kinds of customers, then perhaps the board will insist on another change, this time moving the company back to its model of the 1990s, when Schwab was clearly a discount broker.
Registered Rep. October 1, 2004 John Kador	Cultures In Conflict When Schwab's then CEO David Pottruck decided to purchase U.S. Trust to help service clients, he probably did not give enough consideration to the intangibles involved -- like customer loyalty, corporate culture and historical identity.
BusinessWeek August 2, 2004 Louise Lee	Charles Schwab Redux The newly restored CEO needs to refocus the company quickly. That means identifying its true core businesses, focusing on them, and dumping excess baggage.
Registered Rep. August 2, 2004 Will Leitch	Fallout From Schwab Shake-Up Begins It didn't take long for Charles Schwab to start making wholesale changes after taking back control of his firm last week.
The Motley Fool July 24, 2006 Stephen D. Simpson	Discount Broker, Expensive Stock Charles Schwab is back on track, but the stock isn't cheap. Investors, paying too much for the stock of a discount broker seems to really defeat the whole purpose.
Registered Rep. October 1, 2005 John Kador	Schwab Does It Again Charles Schwab, the pioneering discount broker who was slammed by the tech wreck and suffered through protracted management struggles in the past two years, is beating the wirehouses at their own game.
The Motley Fool July 20, 2004 Nathan Slaughter	A New Day at Schwab Charles Schwab CEO David Pottruck is forced to resign amid poor second-quarter earnings.
The Motley Fool April 15, 2011 Andrew Bond	Charles Schwab Sitting Pretty The discount broker enjoys a strong quarter.
Investment Advisor January 2007 James J. Green	Schwab To Sell U.S. Trust Unit Charles Schwab announced that it would sell its U.S. Trust unit to Bank of America for $3.3 billion in cash in a deal that should close in the second quarter of 2007, assuming it passes the necessary regulatory hurdles.
Registered Rep. November 12, 2004 John Churchill	Schwab to Cut Costs The nation's largest discount brokerage firm, Charles Schwab & Co., is cutting 19 retail branches in favor of smaller, one- or two-broker boutiques, a move the company says will cut costs and more effectively serve clients.
Registered Rep. September 1, 2004 Will Leitch	Institutional Unit Is Schwab's Bright Spot With the job cuts, branch closings and refocusing currently under way at Charles Schwab & Co., there's one area that seems to be safe. Schwab's Institutional unit isn't going anywhere.
The Motley Fool October 17, 2011 Evan Niu	Chuck Talks to Profits Charles Schwab puts up a solid quarter and keeps waiting for rates to rise.
The Motley Fool October 5, 2004 Jeff Hwang	Schwab's Cost of Competition The discount broker again cuts its price on online trades. The stock falls a couple of percentage points on the news.
Investment Advisor April 2007 James J. Green	A President For Schwab Walt Bettinger, a longtime Schwab executive, has been named president and COO of the company, effective immediately, raising speculation that he will succeed founder Charles Schwab as CEO.
Registered Rep. January 1, 2007 John Kador	Schwab's About Face With the sale of U.S. Trust to Bank of America, what now of Schwab's determination to keep wealthier customers from bolting?
Registered Rep. April 15, 2011 Jerry Gleeson	Trading, Fees Lift Schwab Profits Higher Continued growth in client trading and fees helped drive profits at Charles Schwab Corp. to higher-than-expected levels for the first quarter.
Registered Rep. September 16, 2005 John Kador	Charles Schwab Drops Service, Order Fees Charles Schwab Corp. has eliminated its remaining account service fees and its $3-per-order handling charge on equity trades. The decision affects about 650,000 Schwab account holders with balances below $25,000.
The Motley Fool January 19, 2010 Dan Caplinger	The Wrong Thing to Do With Your Money Schwab's new initiative moves in the wrong direction.
BusinessWeek July 16, 2009 Farzad & Palmeri	Should Charles R. Schwab Aim Higher? Some say the conservative brokerage firm Charles R. Schwab should be more aggressive as rivals such as E*Trade Financial founder.
Investment Advisor August 2009 James J. Green	Schwab Cuts Costs for Its Advisors Charles Schwab Advisor Services announced a series of moves that will have the net effect of reducing costs to the RIAs that custody with Schwab.
Registered Rep. February 2, 2009 Brooke Southall	Schwab To RIAs: Expect Strong Service Despite Slowdown Despite a recent drop in share price, Schwab maintains that their long-term strategy is sound and will emerge as a winner from this credit crisis.
Investment Advisor July 2007 James J. Green	McWhinney Out, Goldman In Deborah McWhinney, president of Schwab Institutional since 2001, resigned her position and has been succeeded by Charles Goldman, SI's COO.
Registered Rep. July 16, 2009 Halah Touryalai	Schwab Profits Down for Q2 But Keeps Adding Breakaway Brokers Charles Schwab reported that its second quarter profit fell 31 percent, thanks to low interest rates and soft capital markets, but in the meantime the company has added 74 breakaway advisors to its RIA platform.
Financial Planning April 1, 2005 Kristen French	The Referral Challenge TD Waterhouse is betting that a referral program modeled on Schwab's highly successful system will help it hold on to high-net-worth clients.
The Motley Fool April 15, 2005 Rick Aristotle Munarriz	Seed of Chucky Schwab's first quarter may seem lackluster, but there's more to the numbers than meets the eye. Now would be a good time to take a closer look at Schwab.
Registered Rep. October 17, 2011 Jerry Gleeson	Schwab Trading Revenue Spikes in Q3; Asset Revenue Flat Summer market volatility took its toll on Charles Schwab Corp.'s third-quarter results.
The Motley Fool September 16, 2005 Rich Smith	Schwab Limbos Lower The upscale discount broker closes in on its budget rivals by slashing some of its fees.
The Motley Fool November 20, 2006 Rick Aristotle Munarriz	Discount Brokers Gone Wild Schwab is selling. Ameritrade is buying. Let's take a quick look at both deals to see how they aren't all that different.
The Motley Fool January 17, 2007 Rick Aristotle Munarriz	Getting the Schwab Done The first batch of headlines on Charles Schwab's fourth-quarter report appear to be glowing endorsements of the company's financial performance. Investors, take note.
Registered Rep. November 21, 2006 Kristen French	Schwab Unloads U.S. Trust: Cash for Another Deal? In a move that has long been speculated about, Charles Schwab announced that it had agreed to sell its private banking arm, U.S. Trust, to Bank of America for $3.3 billion.
Financial Planning December 1, 2005 Beck & Tibergien	Is Your Price Right? A groundbreaking new study shows why it may be time for financial advisers to raise their fees.
The Motley Fool June 15, 2004 Alyce Lomax	Schwab's Summer Doldrums Summer may be starting to sizzle, but Charles Schwab delivered another dose of tepid news today. The online broker said that a variety of current trends have left it unlikely to beat estimates for its coming second quarter
The Motley Fool January 26, 2004 Jeff Hwang	On Schwab's Insider Sales After closer inspection, Schwab CEO's plan to sell is no big deal.
Registered Rep. August 8, 2011 Jerry Gleeson	Schwab: Franchisees Can't Poach RIA Clients Advisors who are considering Charles Schwab's new independent branch program are being told they will have to abide by the company's contact policy.
Registered Rep. April 1, 2007	Comings & Goings Charles Schwab Corporation has named Walt Bettinger president and chief operating officer... UBS hired Greg Jones as head of diversity for UBS Wealth Management... etc.
The Motley Fool June 3, 2004 Nathan Slaughter	Reinventing Schwab Though Charles Schwab is still the nation's largest discount broker, competition and a changing landscape have forced it to evolve.
Registered Rep. September 16, 2009 Halah Touryalai	Schwab's Fee Waivers Add Up Things are looking up for Charles Schwab, with new client assets, brokerage account openings, and daily average trading up versus July. But the firm is bracing itself for a few bumps in the road.
BusinessWeek April 18, 2005 Aaron Pressman	The Busiest Broker On Earth Fidelity's Internet operation has turned up the pressure on Schwab and other rivals.
Registered Rep. November 4, 2011 Jerry Gleeson	Chuck Talks at Impact: Obama Not the Right Leader The U.S. economy is poised for improvement, but a change in national leadership is key, Charles Schwab told an auditorium of financial advisors at San Francisco's Moscone Center.
Registered Rep. January 1, 2003 John Kador	Why Wall St. Hates Charles Schwab Charles Schwab: How One Company Beat Wall Street and Reinvented the Brokerage Industry is the first full-length book about Schwab by an independent writer.
Registered Rep. May 15, 2003 Ross Tucker	Feeling the Flow Net asset flow figures among the nation's top firms indicate that Charles Schwab is leading in the race to add new assets.
The Motley Fool July 26, 2004 Roger Nusbaum	How to Fix Schwab A former employee offers advice on how to fix the former financial powerhouse.
The Motley Fool March 15, 2005 Rick Aristotle Munarriz	When Brokers Bite Back Schwab is suing TD Waterhouse for running ads that it claims are deceptive, misleading, and false, but the whole industry may enjoy the legal spotlight.
The Motley Fool May 25, 2004 Alyce Lomax	Schwabbing the Decks Is a commission war on tap between the discount brokers? Charles Schwab said today it plans to lower its commission fees in a bid to "appeal to the broadest range of investors possible."
The Motley Fool October 16, 2007 Rick Aristotle Munarriz	Take This Schwab and Love It Schwab is growing nicely in a tricky environment. Investors, take note.
Registered Rep. August 1, 2005 Kristen French	Schwab to Would-Be Suitors: Drop Dead On the heels of Ameritrade's acquisition of TD Waterhouse, Charles Schwab Corp. says it isn't for sale, despite rumors to the contrary.