Liz Ann Sonders Stock Picks, Tracked & Graded

6 picks over 1 years. -0.5% vs the S&P's -3.9%.

The Verdict

Liz Ann Sonders has returned -0.5% vs S&P -3.9% over matched windows (40% win rate across 6 picks).

The Report Card

Every pick at a glance. Green = beat S&P. Red = didn't.

Liz Ann Sonders's Stock Recommendations, Graded

Liz Ann Sonders's Best and Worst Stock Picks

Best: SCHD (+6.6%) · Worst: SCHW (-7.4%).

Liz Ann Sonders's Full Track Record

ActionTickerDateHeadlineReturnvs S&P
BUYSCHW

SCHW: SCHW — BUY Mar 2026

Mackenzie Financial Corp Buys 199,363 Shares of The Charles Schwab Corporation $SCHW
+3.8%+6.4%
SELLSCHW

SCHW: SCHW — SELL Mar 2026

The Charles Schwab Corporation $SCHW Shares Sold by PFG Advisors
✗ Incorrect-6.4%
BUYSCHD

SCHD: Schwab U.S. Dividend Equity ETF — BUY Feb 2026

In December, I Picked the Schwab U.S. Dividend Equity ETF as My Top High-Yield ETF to Buy
-3.0%+1.8%
BUYSCHW

SCHW: SCHW — BUY Jan 2026

Charles Schwab (SCHW) Upgraded to Buy: Here's Why
-7.4%-1.5%
BUYSCHD

SCHD: Schwab U.S. Dividend Equity ETF — BUY Jan 2026

Is the Schwab U.S. Dividend Equity ETF a Buy Now?
+6.6%+13.3%
BUYSCHW

SCHW: SCHW — BUY Oct 2025

Charles Schwab (SCHW) Upgraded on Robust 2026–2027 Profit Outlook
-2.3%-2.9%

FAQ

Is Liz Ann Sonders good at picking stocks?

Liz Ann Sonders has 6 scored picks with 40% win rate and +3.4% vs S&P.

What stocks does Liz Ann Sonders recommend?

SCHW, SCHD.

What date range does this track record cover?

Oct 14, 2025 to Mar 12, 2026.

Share Card

Liz Ann Sonders stock picks track record — -0.5% return vs S&P -3.9%