Search for: "Schwab Investor Money Fund" Results 1 - 20 of 100
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13 Oct 2008, 10:22 pm
Schwab had recommended that the investor exchange his money market holdings for shares of the YieldPlus Fund. [read post]
26 Mar 2008, 1:28 pm
Investors across the country with accounts in Charles Schwab Corp. have learned the hard way that their so-called "money market fund" wasn't as safe as they thought it was. [read post]
  The SEC alleged that Schwab failed to adequately firm investors about the risks of the fund, and that investors were mislead by claims that YieldPlus Fund was only slightly more risky than a traditional money market fund. [read post]
26 Apr 2008, 2:06 pm
Recent actions by Charles Schwab Corp in offering money to investors in its Yield Plus Bond Fund are tantamount to an admission that the fund was misrepresented to investors. [read post]
27 Mar 2011, 4:02 pm
Investors who believe they have lost money because of Schwab's improper sale of YieldPlus funds, or any other actions, should contact an investment fraud lawyer to investigate their claims. [read post]
28 Apr 2010, 12:49 pm
A federal court has held that Schwab's mutual fund managers contradicted its policy of limiting money invested in a particular industry to 25 percent. [read post]
21 Jul 2009, 7:48 am
Schwab had marketed YieldPlus as a low risk, higher yielding alternative to money market funds. [read post]
24 Mar 2010, 8:55 pm
Schwab contends that it never misrepresented the fund when it compared it to money market funds. [read post]
10 Sep 2009, 1:33 pm
Specifically, the Kellys' arbitration claim (FINRA Case No. 08-02307) alleged that Charles Schwab marketed and sold the Schwab YieldPlus Funds as a conservative investment alternative to money market funds. [read post]
2 Nov 2009, 2:15 pm
The Schwab YieldPlus Fund, which was misrepresented to investors as low risk alternative to a money market fund, lost over 50% of its reported net asset value in 2007 and 2008. [read post]
14 Apr 2010, 8:25 am
Schwab touted its YieldPlus Fund as a near cash equivalent or money market fund. [read post]
18 Jun 2009, 2:15 pm
Once regarded as the retail investors' friend, and somehow different from other fee-driven brokerage firms, Charles Schwab has been battling retail investors who were sold the Schwab YieldPlus Fund as a cash-equivalent investment, similar to a money market fund. [read post]
17 Nov 2009, 2:14 pm by Page Perry LLC
The losses suffered by YieldPlus investors were ultimately caused by Schwab’s attempt to increase the yield of its YieldPlus Fund to attract money market investors. [read post]
20 Oct 2009, 5:43 am
The Schwab Yield Plus Funds - the Schwab Yield Plus Funds Investor Shares (SWYSX) and the Schwab Yield Plus Funds Select Shares (SWYPX) - were initially offered as an safe, conservative investment alternative to money market accounts. [read post]
9 Nov 2009, 8:31 am
But Schwab advertised the fund as a low-risk alternative to money market funds that may fluctuate minimally. [read post]
6 Feb 2011, 8:20 am
If your investment advisor or South Florida Stock Broker had you money invested in this vehicle (The Schwab YieldPlus Bond Fund) contact a South Florida Securities Fraud attorney and ask about your possible recovery in the Fair Fund award. [read post]
16 Sep 2009, 7:43 am
"We continue to receive inquiries from investors who acquired the YieldPlus Fund as a result of Schwab's misrepresentation of it as a suitable alternative to a money market fund," said J. [read post]
10 Sep 2009, 12:32 pm
"We continue to receive inquiries from investors who acquired the YieldPlus Fund as a result of Schwab's misrepresentation of it as a suitable alternative to a money market fund," said J. [read post]
1 Dec 2009, 8:57 am by Brett Alcala
Investors who purchased the Schwab Yield Plus (SWYPX and SWYSX) money market funds, have until December 28, 2009, to decide whether to remain in the pending class action lawsuit or affirmatively "opt out" and pursue a securities arbitration claim. [read post]
16 Dec 2009, 9:23 am by Page Perry LLC
The brokers who sold the Schwab Yield Plus fund are not targets of investor claims. [read post]