Who designed the Schwab Equity Rating methodology?
Schwab’s Center for Financial Research (“SCFR”) designed the methodology used to create Schwab Equity Ratings. The SCFR team has decades of collective experience delivering stock selection models to institutional investors, and is focused on adapting its sophisticated research to the needs of Schwab’s individual investors. SCFR supports Schwab’s investment advice on individual equities, with an emphasis on producing objective, relevant, and useful research for Schwab’s individual investors.