Schwab Equity Ratings: Charles Schwab: Stock Ratings

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Schwab Equity Ratings

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Put our stock-picking approach
to work for you

Schwab Equity Ratings is our proprietary methodology for identifying stocks that we believe will outperform or underperform the market over the next 12 months. And this industry-leading guidance is available to all Schwab clients.

A track record that beat the market. Handily.

On average, returns of all stocks rated A by Schwab Equity Ratings have more than doubled those of the S&P 500® Index since inception. As an example, an investment of $100,000 in all stocks with Schwab Equity Ratings of A, could have earned $8,560 more than the return of the S&P 500 Index.

Average Return on $100,000

Average Return on $100,000

See important information regarding the performance of the Schwab Equity Ratings and the limitations of model performance.

Rating more stocks, more frequently means more opportunities for you.

Every week, Schwab Equity Ratings rates approximately 3,000 of the largest (by market capitalization) stocks headquartered or incorporated in the U.S. and certain foreign nations where companies typically locate or incorporate for operational or tax reasons. That’s about double the number rated by most other brokerage firms. And unlike traditional brokerage firms, we rate an equal number of stocks as “buys” and “sells”. And easy-to-use A to F ratings make it simple for you to use Schwab Equity Ratings in your portfolio right away.
Learn more about Schwab Equity Ratings.

Our approach is objective and disciplined. Your benefit is a proven methodology.

With Schwab Equity Ratings, we consider those investment factors that we have found matter to long-term stock performance. We apply the same disciplined analysis to every stock we cover.

Power your portfolio with Schwab Equity Ratings

As a Schwab client, you can take advantage of this powerful resource to:

Invest in mutual funds powered by Schwab Equity Ratings
Discover how we use our ratings in managed accounts
Use Schwab Equity Ratings to buy, sell and research approximately 3,000 stocks

Open a Schwab account and open your portfolio to performance.

To take advantage of Schwab Equity Ratings, open an account now or call a Schwab investment professional at 866-232-9890.

PLEASE READ THE IMPORTANT DISCLOSURES BELOW

Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can request a prospectus by calling 800-435-4000. Please read the prospectus carefully before investing.

Investments in managed accounts should be considered in view of a larger, more diversified investment portfolio. Please read Schwab’s Schedule H of Form ADV for important information and disclosures relating to Schwab Managed Account Services. Services may vary depending on which money managers you choose, and are subject to a money manager’s acceptance of the account.

The Schwab Equity Ratings and stock lists or models are not personal recommendations for any particular investor; do not take into account the financial, investment or other objectives; and may not be suitable for any particular investor. Before buying, investors should consider whether the investment is suitable for themselves and their portfolio. Additionally, investors should consider any recent market or company news. Stocks can be volatile and entail risk, and individual stocks may not be suitable for an investor.

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