Gain from Schwab’s proven approach to stock selection

The Schwab Equity Ratings™ model has an excellent track record of identifying stocks that we believe will outperform or under-perform the market over the next 12-month period.

Find stocks Schwab rates as “outperform”

Use Schwab Equity Ratings to identify stocks Schwab believes could outperform the market over the next 12 months. Every week, Schwab puts approximately 3,000 U.S.-headquartered stocks through their paces, assigning straightforward A through F letter grades and an equal number of buy and sell ratings. More About Schwab Equity Ratings.

Understand how Schwab Equity Ratings work

Schwab Equity Ratings focus on the investment factors that matter. For example, while many stock analysts focus on forecasting earnings per share growth, Schwab researchers have found that the ability to anticipate earnings surprises, not earnings per share growth, is a key driver of superior stock price performance. More About Schwab Equity Ratings Components.

Reap the benefits of an excellent performance record

On average, returns on our buy-rated stocks have doubled those of the S&P 500 Index, since inception. The chart below shows hypothetical returns on a $100,000 investment in stocks rated A or B by Schwab Equity Ratings.

A history of spotting potential
A $100,000 investment in stocks with Schwab Equity Ratings of A or B would have earned,
on average, between $33,000 and $27,300 for all 52-week periods during 5/6/02-1/3/06.
That’s more than double the market return of just $13,800 for the same time frame.

See important information on the limitations of model performance and view recent Schwab Equity Ratings performance against a broad market index.

Put Schwab Equity Ratings to work for you

Use Schwab Equity Ratings to help you buy, sell, and monitor the stocks in your portfolio.

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