Charles Schwab & Co. Inc. (B): In 2003

By Robert Burgelman, Philip Meza
2003 | Case No. SM35B
This case examines the challenges and opportunities facing Charles Schwab in 2003. The company is a leading brokerage, but the entire industry has been in a severe downturn over the past few years. Schwab made its name as a discount brokerage and grew tremendously in the 1990s, largely as a result of its successful embrace of Internet technologies and efficient customer service and transaction processing. Now competing with the likes of established brokerage houses such as Merrill Lynch, and amidst a severe downturn in trading volume, the company is looking for other avenues of growth. This case focuses on Schwab’s efforts to extend its business model to financial advisors.
This material is available for download by current Stanford GSB students, faculty, and staff, as well as Stanford GSB alumni. For inquires, contact the Case Writing Office. Download