Schwab Asset Management is a subsidiary of The Charles Schwab Corporation, providing a range of investment advisory services including mutual funds, ETFs, and other investment products. The firm focuses on helping investors achieve their financial goals through a combination of active, index, and multi-factor strategies, with a commitment to low-cost investment solutions.

Schwab Asset Management

The Growth Fund invests in partnership alongside the founders and management teams of successful Australian and New Zealand businesses to help realise their growth potential.

The Growth Fund

Timberline Holdings is a family investment firm that focuses on growth through intelligent and well-researched investing while minimizing reputational risk.

Timberline Holdings

McKinney Capital is a private investment firm that invests exclusively in Field Services companies. Self-described as trusted partners, they focus on value-added ownership and long-term growth.

McKinney Capital

Stillwater Capital Management is a full-service wealth management firm that takes pride in its goal-based financial planning, extensive market expertise, and exceptional customer service. We are dedicated to helping individuals, families, and businesses achieve their unique financial goals. Each of our clients receives a personalized financial plan tailored to suit their individual needs. As a Registered Investment Advisory Company, we hold a fiduciary responsibility to our clients, which means we provide investment advice that always keeps the client’s best interest at heart.

Metric
Company Name	Schwab Asset Management	The Growth Fund	Timberline Holdings	McKinney Capital
Symbol
MSH ID	COM:SCHWABASSETMANAGEMENT	AU:COM:THEGROWTHFUND	COM:TIMBERLINEHOLDINGS	NET:MCKINNEYCAPITAL
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance
Industry	Financial Services	Private Equity	Investment Management	Investment Management
Country	US	AU	US	US
Stage
Employee Count	4
Website	schwabassetmanagement.com	thegrowthfund.com.au	timberlineholdings.com	mckinneycapital.net
LinkedIn	stillwater-capital-management	growth-fund
Founders

Metric
Market Cap
Enterprise Value
Monthly Web Traffic		1.45K
Web Traffic Growth		2.26
Valuation
Raised Capital

Metric
Revenue
Revenue (LTM)
Revenue (NTM)
Gross Profit
EBITDA
Operating Income
Net Income
EPS
Diluted EPS
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin
Operating Profit Margin
EBITDA Margin
Net Profit Margin
Return on Equity
Return on Assets
Return on Capital Employed

SCHW

COM:SCHWABASSETMANAGEMENT

Schwab Asset Management

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio
P/B Ratio
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio
EV Multiple

Metric
Days Sales Outstanding
Days Payables Outstanding
Days Inventory Outstanding
Operating Cycle
Cash Conversion Cycle
Asset Turnover

Metric
Operating Cash Flow
Free Cash Flow
Cash Flow to Debt
Operating Cash Flow/Sales
Free Cash Flow Yield

Metric
Cash & Equivalents
Accounts Receivable
Inventory
Goodwill
Debt to Capitalization
Debt to Assets
Current Ratio
Quick Ratio

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue
R&D to Revenue
SG&A to Revenue