ATTORNEY ADVERTISING

< Home >

Search By:

Products

Injury

Topic

Company

Industry

As a Web 2.0 application, ClassAdvocate.com currently employs JavaScript to provide advanced search and display functionality. It appear that you currently do not have JavaScript enabled on your browser and will not be able to navigate the site at this time.

Please ensure that you have JavaScript enabled to continue.

Charles Schwab may have harmed investors in the Schwab Retirement Income Fund by promising a conservative investment approach yet then investing in Schwab YeildPlus funds which had a high concentration of mortgage related investments.

Click here if you have had similar experiences as those affected by this investigation.

Investigation Source

Hagens Berman Sobol Shapiro LLP

1301 Fifth Avenue
Suite 2900
Seattle, WA 98101

Investigation Scope

Nationwide

Category Information

Investigation Topics

Misrepresentation
Investments
Unsuitable Investments

Product or Service

Mutual Funds

Injury Type

Monetary Loss

Investigation Details

Investigation into Charles Schwab and the Schwab Retirement Income Fund (SWARX), and whether the Charles Schwab misled investors about the diversification and safety of the Schwab Retirement Income Fund.

The Schwab Retirement Income Fund serves investors in retirement looking to generate income and savings. The investigation focuses on whether Charles Schwab misled investors about the underlying risk in the funds, including misrepresenting the exposure to the sub-prime mortgage market through inclusion of YieldPlus mutual funds (SWYSX) (SWXPX) as a component of the Schwab Retirement Income Fund.

Defendant Details

Name (Stock Symbol)	Brief Description
Charles Schwab Corporation, The (SCHW)	The Charles Schwab Corporation provides securities brokerage, banking, and related financial services to individual, institutional, and corporate clients.

Click here if you have had similar experiences as those affected by this investigation.

< Terms and Conditions >< Disclaimers >< Contact Us >

The information provided on ClassAdvocate.com is general in nature, does not apply to any particular factual situation, and is not and should not be taken as legal or other professional advice. We make no commitment or warranty that the factual, legal or any other information on ClassAdvocate.com, or on any linked website, is accurate, complete, error-free, or current. As such, you should not rely on such information, and should seek professional advice if and as you determine appropriate. ClassAdvocate.com is not a lawyer referral service, and no attorney-client or confidential relationship is or should be formed by use of the site. The investigations listed on ClassAdvocate.com are attorney advertisements and do not in any way constitute a referral or endorsement by ClassAdvocate.com or any approved or authorized lawyer referral service.