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SCHW Stock Analysis

Data source: Trade-Ideas Alerts | 117 alerts analyzed | Backtest period: 2022-01-13 → 2025-02-13

🏢 Company Profile

📍 NYSE 📅 IPO: Sep 30, 1987 🔗 www.aboutschwab.com
💰 Market Cap: $181.57B 👥 Employees: 32,700
Charles Schwab is one of the largest retail-oriented financial-services companies in the US, with $11.9 trillion in client assets across its brokerage, banking, asset management, custody, financial advisory, and wealth-management businesses at the end of 2025. While best known for its retail brokerage offering, Schwab generates the lion's share of its revenue and profits through its Charles Schwab Bank and asset management segments. The firm is a dominant player in registered investment advisor custody, with over 40% market share, and has recently pushed into wealth management with robo-advisory, direct indexing, and other managed-investment solutions.
📊
117
Total Alerts
🎯
49.6%
Win Rate (5MIN)
💰
-0.23%
Avg Gain (5MIN)
🚀
+1.59%
Avg MFE (Max Potential)

📈 Performance by Timeframe

5MIN

Win Rate: 49.6%
Avg Gain: -0.23%
Avg Winner: +0.65%
Avg Loser: -1.11%
Best: +3.41%
Worst: -7.02%
Trades: 58/58

15MIN

Win Rate: 46.2%
Avg Gain: -0.27%
Avg Winner: +1.10%
Avg Loser: -1.45%
Best: +4.66%
Worst: -9.37%
Trades: 54/63

30MIN

Win Rate: 47.0%
Avg Gain: -0.09%
Avg Winner: +1.32%
Avg Loser: -1.33%
Best: +4.25%
Worst: -5.90%
Trades: 55/62

60MIN

Win Rate: 47.0%
Avg Gain: -0.26%
Avg Winner: +1.26%
Avg Loser: -1.62%
Best: +6.10%
Worst: -8.83%
Trades: 55/62

EOD (End of Day)

Win Rate: 45.3%
Avg Gain: -0.39%
Avg Winner: +1.66%
Avg Loser: -2.09%
Best: +6.87%
Worst: -10.68%
Trades: 53/64

🚀 Max Favorable / Adverse Excursion (MFE/MAE)

Institutional-grade metrics showing the maximum profit potential and risk for each alert.

📈 MFE (Max Profit Potential)

Average MFE: +1.59%
Best MFE: +7.35%
Avg Time to MFE: 108 min

On average, SCHW alerts reach +1.59% profit potential within 108 minutes.

📉 MAE (Max Drawdown Risk)

Average MAE: -0.86%
Worst MAE: -13.19%
Avg Time to MAE: 7 min

Before reaching MFE, expect an average drawdown of 0.86%.

⚖️ Risk/Reward Ratio

1.85:1

Good risk/reward - favorable for momentum trading.

💡 Trading Insight: Based on 117 alerts, SCHW typically reaches +1.59% profit before pulling back. Consider setting profit targets around 1.3% to capture most of the move.

🌅 Premarket Gap Analysis (9:25 → 9:30)

Total Gaps Analyzed 117
Gap Up % 49.6%
Avg Gap -0.05%
Best Gap +1.73%

🏭 Sector Comparison: SECURITY BROKERS, DEALERS & FLOTATION COMPANIES

How SCHW compares to 16 other tickers in the same sector.

5-Min Gain
SCHW: -0.23% Sector: -0.16% -0.07%
EOD Gain
SCHW: -0.39% Sector: +0.18% -0.57%
Avg MFE
SCHW: +1.59% Sector: +2.77% -1.18%

📋 Last 20 Alerts

Historical SCHW alerts with performance metrics calculated from 1-minute price data. Each row shows the actual price movement at different timeframes after the alert.

Date Time Price 5min 15min 30min 60min EOD MFE MAE Gap Result
2025-02-13 09:26:46 $82.22 -0.09% -0.99% -0.85% -1.53% -0.79% +0.30% -0.02% +0.05% LOSS
2025-02-11 09:25:01 $81.89 +0.09% +1.05% +1.34% +1.38% +1.60% +3.19% -0.23% +0.20% WIN
2025-02-10 09:27:51 $81.59 -1.09% -1.30% -0.33% -0.97% -0.51% +0.21% -0.17% -0.05% LOSS
2025-01-29 09:27:25 $82.31 -0.27% -0.22% -0.06% -0.13% -0.30% +0.41% -0.75% -0.01% LOSS
2025-01-21 09:27:37 $79.25 +1.72% +3.04% +3.46% +1.76% +2.12% +4.23% -2.21% -0.53% WIN
2024-11-14 09:25:36 $81.75 -0.26% -1.06% -0.50% -1.22% -1.91% +0.92% -0.99% +0.42% LOSS
2024-11-06 09:26:32 $73.9 -0.18% +0.19% -0.49% +0.74% +2.50% +3.15% -0.66% +0.91% LOSS
2024-10-29 09:29:10 $71.75 +0.47% +0.81% +0.66% +0.63% +0.20% +0.99% +0.21% +0.57% WIN
2024-10-15 09:28:23 $72.53 +1.07% +1.21% +0.49% -0.58% -0.79% +1.92% -1.03% +0.10% WIN
2024-10-14 09:26:44 $67.85 +0.16% +0.04% +0.65% +0.50% -0.04% +0.73% -0.25% +0.01% WIN
2024-09-06 09:28:12 $63.32 +1.02% +1.54% +1.07% +0.57% -0.66% +1.64% +0.62% +0.71% WIN
2024-08-22 09:26:22 $62.8 +0.72% +1.83% +1.81% +2.23% +2.34% +2.71% -0.48% -0.20% WIN
2024-08-02 09:29:37 $62.71 -0.48% +0.47% +1.60% +0.48% +1.08% +2.22% -0.92% +0.05% LOSS
2024-07-17 09:29:53 $66.43 -1.88% -3.44% -4.38% -4.29% -3.96% +0.26% -1.54% -0.26% LOSS
2024-07-16 09:29:16 $69.21 +0.82% +1.62% +1.15% +1.16% -2.57% +2.17% +0.52% +1.44% WIN
2024-04-15 09:25:05 $70.21 +1.62% +4.66% +3.61% +2.99% +1.45% +4.90% -0.27% +0.41% WIN
2024-04-10 09:28:51 $71.6 -1.66% -1.08% -0.92% +0.41% -0.70% +0.66% -2.07% -0.07% LOSS
2023-12-19 09:28:00 $69.51 -0.41% +0.32% -0.10% +0.19% +0.33% +0.49% -0.92% -0.36% LOSS
2023-12-14 09:29:00 $67.72 +2.96% +2.94% +3.41% +2.74% +4.75% +5.09% -0.01% -0.01% WIN
2023-11-20 09:29:00 $56.75 -0.92% -0.65% -0.56% -0.79% -0.33% +0.39% -1.26% -0.11% LOSS

Table Metrics Explained:

  • 5min/15min/30min/60min/EOD: Price change at each timeframe (calculated from real minute-by-minute data)
  • MFE: Maximum Favorable Excursion - highest profit potential reached during the day
  • MAE: Maximum Adverse Excursion - worst drawdown experienced before reaching MFE
  • Gap: Premarket price gap from 9:25 AM to 9:30 AM market open
  • Result: WIN if 5min change > 0%, LOSS otherwise

⚠️ SCHW Shows Negative Expectancy

With 49.6% win rate and -0.23% average gain, SCHW alerts have historically faded. Use the app to find specific filters that might reverse this pattern, or consider SCHW for short-selling strategies.

📉 Turn Negative Expectancy Positive →

Why Analyze SCHW with FILTRIX?

🛡️ Realistic Entry Simulation

We don't inflate stats. Our analysis tracks only the first alert of the day for SCHW. This simulates a true "Gap & Go" entry at pre-market hours (9:25-9:30 AM), avoiding the trap of chasing a stock that has already extended.

💰 Max Potential (MFE) Analysis

How much is left in the move? On winning days, SCHW historically offers an average upside of +1.59% intraday. Our data helps you distinguish between a quick scalp and a runner.

📊 SCHW Momentum Personality

With a baseline win rate of 49.6%, SCHW shows negative momentum - the stock tends to fade after alerts. This pattern suggests SCHW may be better suited for contrarian strategies or avoiding altogether.

⏱️ Optimized Exit Timing

⚠️ Caution Advised: SCHW shows negative expectancy across all tested intraday timeframes (Best: 5MIN at -0.23%). This suggests SCHW is prone to fading after the open, making it a potential candidate for short-selling or quick scalps only.