Publications
Publications
- November 2002 (Revised May 2007)
- HBS Case Collection
Charles Schwab in 2002
By: Lynda M. Applegate, F. Warren McFarlan and Jamie Ladge
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.)
About The Authors
