| Schwab Performance Technologie acquires Etelligent Consulting Inc  | Feb 01, 2008 | |
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| …US - Schwab Performance Technologies, a unit of Charles Schwab Corp, acquired Etelligent Consulting Inc, a provider of registered investment advisors back office outsourcing services. Terms were not disclosed. The transaction was subject to customary closing conditions.… | |
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| Bank of America Corp acquires US Trust Corp,New York,NY from Charles Schwab Corp | Jul 02, 2007 | |
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| …US - Bank of America Corp acquired US Trust Corp, New York, New York, a provider of investment and asset management services, from Charles Schwab Corp, for $#.# bil in cash. The transaction had been subject to regulatory approval.… | |
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| Charles Schwab Corp acquires 401 (k) Co Inc from Nationwide Mutual Insurance Co | Apr 02, 2007 | |
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| …US - Charles Schwab Corp acquired ### (k) Co Inc, a provider of contribution plan administration and record keeping services, from Nationwide Financial Services Inc, a unit of Nationwide Mutual Insurance Co's Nationwide Corp subsidiary, for $### in cash.… | |
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| Charles Schwab Invest Mgmt acquires Global Real Analytics LLC | Jan 01, 2007 | |
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| …US - Charles Schwab Investment Management Inc, a unit of Charles Schwab Corp, acquired Global Real Analytics LLC, a provider of database information services.… | |
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| Mellon Financial,Pittsburgh,PA acquires US Trust Corp-Planned Giving from Charles Schwab Corp | Mar 31, 2006 | |
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| …US - Mellon Financial Corp, Pittsburgh, Pennsylvania acquired the planned giving services group of US Trust Corp, New York, New York, a provider of financial consulting services and a unit of Charles Schwab Corp. Terms were not disclosed.… | |
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| Merkle acquires Quris Inc from Charles Schwab Corp | Dec 06, 2005 | |
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| …US - Merkle Direct Marketing Inc acquired Quris Inc, a provider of online marketing services, and a majority owned unit of Charles Schwab Corp. Terms were not disclosed. The transaction was approved by the board of directors.… | |
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| UBS AG acquires Schwab Soundview Capital from Charles Schwab Corp | Oct 29, 2004 | |
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| …US - UBS AG (UBS) acquired Schwab Soundview Capital Markets (SSCM), a provider of Internet investment banking and brokerage firm services, from Charles Schwab Corp (CS), for $### mil in cash. The transaction included an #-year services agreement for the… | |
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| Charles Schwab Corp launches a tender offer for SoundView Technology Group Inc | Jan 15, 2004 | |
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| …US - Charles Schwab Corp (CS) acquired all the outstanding common stock of SoundView Technology Group Inc (SV), a provider of Internet investment banking and brokerage firm services, for $##.## in cash per share, or a total value of $###… | |
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| US Trust Corp,New York,NY acquires State St Corp-Private Asts bus from State Street Corp | Nov 03, 2003 | |
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| …US - US Trust Corp, New York, New York, a unit of Charles Schwab Corp, acquired the private asset management business of State Street Corp, Boston, Massachusetts, for an estimated $### mil. The transaction had been approved by federal and state … | |
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| Barclays PLC acquires Charles Schwab Europe from Charles Schwab Corp | Jan 31, 2003 | |
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| …UK - Barclays PLC acquired Charles Schwab Europe, a securities brokerage firm, from Charles Schwab Corp. Terms were not disclosed.… | |
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| Bank of Nova Scotia,Toronto acquires Charles Schwab Canada Co from Charles Schwab Corp | Mar 02, 2002 | |
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| …CANADA - Bank of Nova Scotia acquired Charles Schwab Canada Co, an investment bank, from Charles Schwab Corp. Terms were not disclosed.… | |
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| TD Waterhouse Investor acquires Charles Schwab AU-AU Customer from Charles Schwab Corp (pending) | Dec 07, 2001 | |
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| …AUSTRALIA - TD Waterhouse Investor Services (Australia) Ltd, a unit of Toronto-Dominion Bank's TD Waterhouse Group Inc subsidiary, agreed to acquire the Australian customer accounts of Charles Schwab Corp's Charles Schwab Australia subsidiary, a securities brokerage firm. Terms… | |
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| Charles Schwab Corp acquires Charles Schwab Australia | Nov 30, 2001 | |
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| …AUSTRALIA - Charles Schwab Corp acquired the remaining ##% interest, that it did not already own, in Charles Schwab Australia Pty Ltd (CSA), a securities brokerage firm, from joint-venture partner eCorp Ltd (EC). Originally, in September ####, EC announced that… | |
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| antfactory Japan KK acquires Wit Capital Japan Inc from Charles Schwab Corp (pending) | Nov 09, 2001 | |
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| …JAPAN - Antfactory Japan, a joint venture bet ween Antfactory Holdings and Nikko Principal Investment planned to acquire an undisclosed majority interest in Wit Capital Japan Inc, a joint venture between SoundView Technology Group Inc, Mitsubishi Corp, and Trans Cosmos Inc… | |
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| Charles Schwab Corp is rumored to be planning to acquire Jefferies Group Inc | Aug 16, 2001 | |
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| …US - Charles Schwab Corp was rumored to be planning to acquire all the outstanding common stock of Jefferies Group Inc, an investment bank holding company.… | |
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| Bank of New York Co Inc,NY acquires US Trust Corp,NY-Corp Trust from Charles Schwab Corp | Jun 30, 2001 | |
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| …US - Bank of New York Co Inc, New York, New York acquired the corporate trust business of US Trust Corp ,New York, New York, a provider of asset management and investment services. Terms were not disclosed.… | |
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| US Trust Corp,New York,NY acquires Resource Co Inc | Apr 30, 2001 | |
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| …US - US Trust Corp, a unit of Charles Schwab Corp, acquired Resource Cos Inc, an investment firm.… | |
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| Charles Schwab Corp acquires Resources Cos Inc (pending) | Feb 26, 2001 | |
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| …US - Charles Schwab Corp agreed to acquire Resources Cos Inc (RC), a commercial bank. The transaction was to include Resources Trust Co, a unit of RC.… | |
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| Investor Group acquires Wit Capital Japan-Online Trade from Charles Schwab Corp (pending) | Jan 16, 2001 | |
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| …JAPAN - An investor group, comprised of E-Wing Securities Co Ltd and Japan Online Securities Inc, agreed to acquire the online trading business of Wit Capital Japan Inc, a provider of online investment banking services and a joint venture among… | |
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| US Trust Corp,New York,NY acquires Resource Cos (pending) | Dec 08, 2000 | |
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| …US - US Trust Corp, a unit of Charles Schwab Corp, agreed to acquire Resource Cos, a provider of investment management services.… | |
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