| STRONG BUY | 9.540 | Paul Harris, CFA | Has a very strong, competitive advantage in the discount brokerage area. Likes their acquisition of US Trust. Not cheap. Should be able to grow in many different ways. | 2004-05-21 | |
| DON'T BUY | 10.120 | John Sinkins, CFA | Stock was sold off very heavily. Getting very intense competition from low-cost brokers. | 2004-05-11 | |
| DON'T BUY | 12.200 | Ross Healey | Discount brokers will do well as long as there are high volumes and a rising market but, if there is a reversal, they'll start to fail. Because he is bearish, not a stock he is interested in. | 2004-02-23 | |
| DON'T BUY | 12.590 | Jonathen Wellum, B. Comm, B. Sc | A well-run company. Have had some hiccups but has weathered the storms. Fully valued at this time. | 2004-02-20 | |
| BUY | 11.170 | Brad Willock | Market has done better, so the stock has moved up. A reasonable Company. | 2003-12-05 | |
| BUY | 14.160 | Jonathen Wellum, B. Comm, B. Sc | Well run company. Very diversified. Good growth in most of their sectors. | 2002-03-15 | |
| DON'T BUY | 13.500 | Neil Murdock | Kind of expensive. Made a good acquisition. | 2002-02-21 | |
| DON'T BUY | 15.200 | Brian Dawson | A difficult business model. Prefers Lehman. | 2001-11-27 | |
| PAST TOP PICK | 15.830 | Jonathen Wellum, B. Comm, B. Sc | (Was a top pick on May 25 down 28%%) Still likes. | 2001-11-13 | |
| DON'T BUY | 11.870 | Brian Acker, CA | In transition. Needs earnings. | 2001-09-07 | |
| DON'T BUY | 13.280 | Neil Murdock | At a high multiple. Buy at $10/11. Good business model. Prefers Merril Lynch at this time. | 2001-08-14 | |
| TOP PICK | 20.800 | Jonathen Wellum, B. Comm, B. Sc | Good franchise in trading/wealth management. | 2001-05-25 | |
| BUY | 16.000 | Scott Morrison | Brokerages are suffering but will recover. At a good price. | 2001-03-23 | |
Experts that have talked about Charles Schwab
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