Schwab Research—At a Glance
- Charles Schwab stands out for investors who want strong research and education alongside powerful tools.
- Schwab tools include Equity Ratings, independent reports, screeners, charts, Stock Lists™ and Select Lists.
- Research tools are free with any Schwab account, with live specialist support available.
Ranked #1 Overall Broker by StockBrokers.com 2026
What stock market research can you access from Schwab?
Indices - View the latest movements of the most popular domestic and international indices, or dive in for a closer look.
Sectors & industries - See how sectors are trending at a glance with heat maps based on your chosen time frame.
Breaking news - See the latest headlines to help you stay on top of the markets.
Schwab insights and commentary - Receive timely market and economic analysis from our specialists so you can make more informed investing decisions. View our latest market insights.
Market reports - Get a balanced perspective with premium, independent research from third-party firms, including Morningstar®, and Argus. See a sample report.
What investment research tools does Schwab offer?
These convenient features can help you quickly find potential trade opportunities.
Schwab Stock List™
These lists offer a convenient way to find top-ranked companies based on factors like Analyst Ratings, Price Performance, and more.
Select Lists
ETFs and mutual funds on our Select Lists have been screened to provide a basic standard of liquidity, viability, and structural stability to help you make more informed investing decisions.
Screeners
Use pre-defined screens or customize your own to find trade candidates that fit your criteria.
Once you have a trade idea in mind, these easy-to-use and customizable tools can help you conduct detailed analysis on a wide range of data and information.
Charts
Analyze price movement, volume, and more with interactive price charts and an array of overlaid indicators and comparisons.
Quotes
Access the latest pricing information, historical performance data, and other critical financial metrics of any potential trade or investment, such as dividends, expected earnings, and more.
Investment research support and resources from Schwab
SER-REPORT
SER-REPORT
Bull or bear?
With the Schwab Trading Activity Index™ (STAX), you can get insights into investor sentiment based on real trading behavior of Schwab clients.
How Schwab research compares to other brokers
|
Features |
Schwab |
Fidelity |
E*Trade |
Vanguard |
|---|---|---|---|---|
|
StockBrokers.com 2026 Ranking – Stock Research |
#1 | #2 | #3 | #5 |
|
StockBrokers.com 2026 Ranking – Education |
#1 | #3 | #2 | #5 |
|
Independent Reports (Morningstar + Argus) |
Yes | Yes | Yes | Yes |
|
Proprietary Equity Ratings (A–F grades on 3,000+ stocks) |
Yes (Schwab Equity Ratings) | No | No | No |
| Custom + Pre-defined Stock Screeners | Yes | Yes | Yes | Yes (limited) |
| Interactive Advanced Charting | Yes (thinkorswim®) | Yes | Yes | Limited |
| Live Trading Specialist Support | Yes | Yes | Yes | No |
| Free With Any Account (No Subscription) | Yes | Yes | Yes | Yes |
"Schwab has long stood out for the depth and quality of its research, and the firm's #1 Stock Research and #1 Education awards in 2026 reaffirm that lead."
-StockBrokers.com 2026 Annual Review
Investment research: Common questions.
All Schwab investment research tools—Schwab Stock Lists, Select Lists, screeners, charts, quotes, Schwab Equity Ratings, Morningstar and Argus reports—are free with any Schwab account. Live trading specialist support at 866-855-7730 is also free.
You can access some Schwab market commentary, education, and general investment research without an account. However, certain research tools, reports, and the full Schwab research experience may require you to open or log in to a Schwab account.
Schwab Equity Ratings is a stock research tool that gives eligible stocks an A through F letter grade based on Schwab's six-month outlook. You can use these ratings as one part of your research when comparing stocks, but they shouldn't be the only factor in your investment decision. Before taking action, consider recent company news, market conditions, your goals, and your risk tolerance.
Schwab Stock Lists are research tools that help you find stocks based on Schwab Equity Ratings and other screening factors, such as analyst ratings, price performance, style, asset class, and sector. You can use these lists to explore top-ranked companies, compare selected stocks, and review details like performance, fundamentals, and ratings. Schwab Stock Lists are designed to support your research, not provide personalized investment advice.
Schwab may be a strong fit if you want access to Schwab Equity Ratings, Stock Lists, market commentary, screeners, and third-party research from providers such as Morningstar and Argus. For many investors, Schwab also stands out for combining proprietary Schwab research with independent third-party reports in one platform.
Morningstar
Morningstar
