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September 10, 2021
Barbiero et al v. Charles Schwab Investment Advisory, Inc.
Case Number:
4:21-cv-07034
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Class Action
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Reflects complaints, answers, motions, orders and trial notes entered from Jan. 1, 2011.
Additional or older documents may be available in Pacer.
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June 09, 2022
Charles Schwab Robo-Adviser Class Action Dismissed
A California federal judge has tossed a proposed class action alleging Charles Schwab's robo-adviser investment program cost investors more than $500 million in losses by keeping accounts over-concentrated in cash, finding the court lacks jurisdiction under the Securities Litigation Uniform Standards Act.
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