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  • November 2002 (Revised May 2007)
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Charles Schwab in 2002

By: Lynda M. Applegate, F. Warren McFarlan and Jamie Ladge
  • Format:Print
  • | Language:English
  • | Pages:29
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Abstract

Details the evolution of the Charles Schwab business model, from its founding in 1975 to October 2002. The protagonist, David Pottruck, is faced with re-inventing the firm as a full-service brokerage at a time of tremendous industry instability as the industry reels from the effects of deregulation, consolidation, global economic downturn, and investor lack of confidence.

Keywords

Entrepreneurship; Business Strategy; Competitive Strategy; Business Model; Business or Company Management; Economic Slowdown and Stagnation; Financial Services Industry

Citation

Applegate, Lynda M., F. Warren McFarlan, and Jamie Ladge. "Charles Schwab in 2002." Harvard Business School Case 803-070, November 2002. (Revised May 2007.)
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About The Authors

Lynda M. Applegate

Entrepreneurial Management
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F. Warren McFarlan

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More from the Authors
  • Andonix: Building Businesses in Turbulent Times By: Lynda M. Applegate and Ankita Panda
  • Newsweek: Leading a Transformation By: Lynda M. Applegate
  • Yellow Digital Retailers: Providing Solar Electricity to Transform Rural Africa By: Lynda M. Applegate and Michael Norris
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