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Schwab to buy Windward Investment for $150M

The Charles Schwab Corp. has agreed to acquire Windward Investment Management Inc. for $150 million in stock and cash, the company said Monday.

Windward is an investment advisory firm that manages $3.9 billion as of July 31. It is based in Boston.



Read more: Schwab to buy Windward Investment for $150M - San Francisco Business Times