in Newswire Published on September 13, 2021

‘Cash Sweeps’: Charles Schwab Investment Advisory Hit with Class Action Over Alleged Intelligent Portfolios Self-Dealing

Barbiero et al. v. Charles Schwab Investment Advisory, Inc.

Filed: September 10, 2021 § 3:21-cv-07034

A class action alleges the “Intelligent Portfolios” program offered by Charles Schwab Investment Advisory is not free to use as some marketing materials suggest.

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Last Updated on September 13, 2021 — 5:24 PM

Corrado Rizzi

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