Business Case Studies, Restructuring / Turnaround Strategies Case Study, Charles Schwab,Turnaround Strategies

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Restructuring / Turnaround Strategies Case Study

Case Title:

Charles Schwab: Schwab's Turnaround Strategies

Publication Year : 2005

Authors: K. Rajesh Kumar, Souvik Dhar

Industry: Banking, Insurance and Financial Services


Case Code: RTS0060

Teaching Note: Not Available

Structured Assignment: Available

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Brokerage firm Charles Schwab witnessed a decline in its fortune since 2000 as a result of the company's dependence on the brokerage business for its revenues. To find new sources of revenue, the company diversified into new businesses under its then Chief Executive Officer (CEO) David Pottruck. But it continued to struggle and founder Charles Schwab was recalled to lead the company. After taking over as the CEO, Schwab undertook major restructuring steps to improve profitability.

Pedagogical Objectives:

  • To discuss the strategies of Schwab in turning around the company
  • To highlight the challenges faced by the company for sustaining its successful turnaround.

Keywords : Charles Schwab; David Pottruck; Restructuring / Turnaround Strategies Case Study; Discount brokerage; Mutual funds; Restructuring; Turnaround strategies; Growth strategies; Institutional investing; Diversification; Leadership; Competition; Cyclical revenues

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