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Example of Schwab's investment research

All Schwab clients have access to extensive, award-winning research, which includes screeners and tools, plus commentary and insights from Schwab experts and independent sources. Find information that can help you make more informed decisions.

Preview our advanced tools and research.


Stay current with detailed market coverage.

  • Earnings reports and breaking news from Reuters,, and more
  • Daily and weekly commentaries from Morningstar®, Credit Suisse, Ned Davis, Argus, and Market Edge.


Uncover stocks that may help meet your portfolio's needs.

  • Schwab Equity Ratings®, our proprietary method for rating performance; Schwab Stock Lists™ and stock screeners; and expert analysis
  • Third-party research ratings, detailed stock reports, focus lists, and strategies


Identify potential trading opportunities faster.

  • Customizable screeners and charting tools
  • Options Strategy Finder and Trade Assessor tools

Mutual Funds

Narrow your choices with robust screeners and prescreened lists.

  • Morningstar Rating™
  • Mutual Fund OneSource Select List® plus funds managed by Schwab


Compare ETFs for your portfolio.

  • Morningstar Rating
  • Schwab’s ETF Screener and ETF Select List®—a guide to our experts’ top picks

Bonds and Fixed Income

Explore our wide range of fixed income products.

  • New issue municipal bonds through J.P. Morgan, a leading municipal bond underwriter¹
  • Schwab BondSource®—search over 30,000 bonds with ratings provided by Standard & Poor’s and Moody’s

Take the next step.

Open an Account or call 866-855-7730.

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.

Investment value and returns will fluctuate and shares, when redeemed, may be worth more or less than their original cost.