Stocks股票 / Financials / SCHW

Charles Schwab Corporation · Financials

SCHW US listed · USD美股 · 美元

The Charles Schwab Corporation is an American multinational financial services company. It offers banking, commercial banking, investing, and related services including consulting, and wealth management advisory services to both retail and institutional clients.The Charles Schwab Corporation 是一家美国跨国金融服务公司。它为零售和机构客户提供银行、商业银行、投资及相关服务，包括咨询和财富管理咨询。

Large cap大盘 · $193B Financials Financial金融股

$110.06

+$0.72 · +0.66%

52w low52周低 $83.96high高 $110

Extended — wait for a pullback过度拉伸 — 等待回撤 The low is already in and price has run. Wait for a pullback; hold if you're long.低点已经形成、价格已经拉升。等待回调再入场；若已持有可继续持有。 Live实时

Company intelligence公司情报

The latest call, in context把最新财报放回历史脉络

A synthesized event record across management commentary and recorded metrics. Read as context; verify exact wording in the transcript before relying.综合管理层表述与记录指标形成事件档案。仅供参考；使用前请在电话会原文中核对准确措辞。

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Live company record实时公司记录

JavaScript loads the source-bounded event record here. Open Terminal if the live module does not start.JavaScript 会在此加载受来源约束的事件记录。如实时模块未启动，请打开终端。

Continue with full transcript history继续查看完整电话会历史 ↗

Price chart价格图表

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Candles, volume and moving averages — pan and zoom inside the chart.蜡烛图、成交量与均线 — 图内可缩放拖动。 MMastermind Terminal — live & interactiveMastermind 终端 — 实时互动 ↗

Technicals技术面

daily bars日线数据 · 2026-08-14

Short-term Rising Trend

Momentum (RSI 14)动量（RSI 14） 74

Overbought超买区域

vs 50-day average相对50日均线 +11.5% above上方 Uptrend intact趋势完好

vs 200-day average相对200日均线 +14.9% above上方 Long trend up长期向上

Trend strength (ADX)趋势强度（ADX） 42 Strong trend趋势强劲

Volatility波动率 14th percentile第14百分位

These readings feed the stance at the top — one source per number, refreshed nightly.以上读数构成页首的引擎立场 — 每个数字只有一个来源，每晚更新。

Earnings财务业绩

Estimates being raised — 20 analysts预期上调 — 20 位分析师

Valuation估值

Expensive vs sector相对行业偏贵

Multiple指标	SCHW	Sector median行业中位	Cheaper than相对便宜
P/E (trailing)市盈率（历史）	21.79x	15.11	25%
P/E (forward)市盈率（预测）	14.1x	—	—
P/B市净率	3.90x	1.56	15%
P/S市销率	8.06x	3.12	18%
Earnings yield盈利收益率	4.59%	6.54	28%
Shareholder yield股东收益率	3.81%	3.75	51%

"Cheaper than" = share of sector peers trading richer on that multiple.「相对便宜」= 行业中该指标估值更高的同行占比。

Financials财务数据

fiscal years财年

Revenue营业收入 $23.9B2025

20202025

5-yr growth5年复合增速 15.4%

Earnings per share每股收益 $4.652025

20202025

5-yr growth5年复合增速 17.0%

Free cash flow自由现金流 $8.8B2025

20202025

Net margin净利率

37.0%

FCF margin自由现金流利润率

38.9%

Balance-sheet quality财务体质 5/5 Return on equity股本回报率 18% Clean稳健

Capital allocation资本配置

Buybacks (TTM)回购（TTM）$7.3B

Stock-based comp股权薪酬$317.0M

Share count change (1y)股数变化（1年）-3.4%

Why is it moving为何波动

6 checks · nightly六项检查 · 每晚

Sector / Theme行业/主题 Financials (Equal-Weight) theme — #24 of 49 themes「金融（等权）」主题 — 49 个主题中第 24 位

Macro宏观 Short-duration name into a restrictive, rising-real-rate regime → rate tailwind.短久期标的进入偏紧、实际利率上行的环境→利率顺风。

Positioning持仓 Insider cluster activity内部人集中交易

Technical技术面 SCHW took relative-strength leadershipSCHW 取得相对强弱领先

Options positioning期权持仓

as of last close截至上一收盘

Market makers are net long gamma — price pinned near current level做市商净持有正伽玛，价格倾向于在当前水平附近震荡

Expected daily move预期日波动

±1.30%

Expected weekly move预期周波动

±2.91%

Gamma flip伽玛翻转位

$93

25d risk reversal25d风险逆转

-0.4%

Skew: balanced偏斜：balanced

Call and put walls are plotted on the Trade levels ladder →看涨/看跌期权墙已标注在「交易点位」阶梯上 →

Ownership & smart money持仓与聪明钱

13F

Insider activity:内部人动向： -$174.3M net (1 buyers, 13 sellers)-$174.3M 净值（1 买家，13 卖家）

Concentrated ownership集中持仓

Fund基金	Grade评级	Latest move最新动作	% of book组合占比	As of截至
Giverny Capital	C	Holding持有	5.3%	2026-03-31
Viking Global (Halvorsen)	B	Holding持有	3.9%	2026-03-31
Basswood Capital Management	B	trimtrim	2.1%	2026-03-31
D1 Capital Partners	A	trimtrim	2.0%	2026-03-31

Signal history信号历史

engine events引擎事件

UPTREND → NEARING A HIGH上涨趋势 → 接近高点 TAKE PROFITS. A daily bottoming setup did fire (swing low in, momentum turned up), but it's LATE — price is already extended above the cycle low (formed ~17 day(s) ago @ 99.96) and overbought (daily RSI 74, 3-day 74 & weekly 71). A momentum cross is a LAGGING confirmation: after a vertical run it only triggers once the move is mature, so the bottoming entry has already passed. This is a chase, not a fresh buy止盈。日线筑底形态确实已经触发（摆动低点出现、动量转向上行），但为时已晚——价格已显著高于周期低点（约 17 天前形成 @ 99.96）且已超买（日线 RSI 74、3 日 74 与周线 71）。动量交叉属于滞后确认：在垂直拉升之后，只有当走势已经成熟时才会触发，因此筑底入场早已错过。这是追高，而非新的买入

Aug 12, 2026

SCHW took relative-strength leadershipSCHW 取得相对强弱领先

Relative strength vs SPY crossed above the 90th percentile of the last 90 days — leadership tends to persist. $109.34.相对标普500的强弱上穿近90日的第90百分位 — 领先往往延续。$109.34。

Aug 12, 2026

SCHW made a new 52-week highSCHW 创52周新高

Price reached a fresh 52-week high — a momentum / trend extreme the whole market watches. $109.34.价格创出52周新高 — 全市场关注的动量/趋势极值。$109.34。

Aug 12, 2026

SCHW RSI reached overboughtSCHW RSI进入超买

RSI(14) crossed above 70 — stretched to the upside; context, not a timing trigger alone. $109.34.RSI(14)上穿70 — 上行过度；仅作背景，单独不构成择时。$109.34。

Aug 10, 2026

SCHW made a new 52-week highSCHW 创52周新高

Price reached a fresh 52-week high — a momentum / trend extreme the whole market watches. $107.99.价格创出52周新高 — 全市场关注的动量/趋势极值。$107.99。

Aug 10, 2026

SCHW RSI reached overboughtSCHW RSI进入超买

RSI(14) crossed above 70 — stretched to the upside; context, not a timing trigger alone. $107.99.RSI(14)上穿70 — 上行过度；仅作背景，单独不构成择时。$107.99。

Aug 7, 2026

BUY ZONE → UPTREND买入区 → 上涨趋势

HOLD持有

Aug 5, 2026

BUY ZONE → NEARING A HIGH买入区 → 接近高点

TAKE PROFITS止盈

Aug 5, 2026

SCHW made a new 52-week highSCHW 创52周新高

Price reached a fresh 52-week high — a momentum / trend extreme the whole market watches. $108.02.价格创出52周新高 — 全市场关注的动量/趋势极值。$108.02。

Aug 5, 2026

SCHW RSI reached overboughtSCHW RSI进入超买

RSI(14) crossed above 70 — stretched to the upside; context, not a timing trigger alone. $108.02.RSI(14)上穿70 — 上行过度；仅作背景，单独不构成择时。$108.02。

Aug 4, 2026

SCHW daily MACD crossed upSCHW 日线MACD上穿

The daily MACD histogram turned positive — fast and noisy, context rather than a standalone trigger. $106.35.日线MACD柱状图转正 — 快速且嘈杂，仅作背景。$106.35。

Jul 31, 2026

Golden cross on SCHWSCHW 金叉

The 50-day average crossed above the 200-day — a slow, widely-watched bullish trend signal. $105.24.50日均线上穿200日均线 — 一个滞后但广受关注的看多趋势信号。$105.24。

Jul 30, 2026

SCHW daily MACD crossed downSCHW 日线MACD下穿

The daily MACD histogram turned negative — fast and noisy, context rather than a standalone trigger. $104.33.日线MACD柱状图转负 — 快速且嘈杂，仅作背景。$104.33。

Showing the last 15 of显示最近15条，共 3252 signals条信号

Company profile公司档案

Style DNA — how it trades vs the market风格基因 — 相对市场的交易特征

Value价值

Below market低于市场

Quality质量

Below market低于市场

Investment资本投入

Below market低于市场

Shareholder payout股东回报

Below market低于市场

Low volatility低波动

Above market高于市场

Low market beta低市场敏感度

Below market低于市场

Earnings quality盈利质量

Above market高于市场

Short interest空头兴趣

Below market低于市场

Trade levels交易点位

engine · nightly引擎 · 每晚

$115 Call wall看涨期权墙rallies tend to stall here上攻常在此受阻 +4.5%

$110 Don't chase above勿追高线wait for price to come back等待价格回落 +0.0%

$110 Price now当前价格no strong signal暂无明确信号

Buy zone买入区 $105 – $108 — where patience gets paid耐心者的进场区

$106 Exit if broken跌破离场the engine walks away引擎就此离场 -3.9%

$103 Put wall看跌期权墙first option support below下方期权支撑位 -6.4%

Reference levels from the nightly engine — research context, not advice.来自每晚引擎的参考点位 — 仅供研究参考，非投资建议。

Key facts关键数据

Market cap市值$193B

P/E · forward市盈率 · 预测21.8x · 14.1x

EPS (trailing)每股收益$5.05

Beta vs market贝塔0.47 — Moves about 0.5x the market波动幅度约为市场的 0.5 倍

Dividend yield股息率1.17%

Short interest空头占比1.2% of float

Volume成交量Normal volume正常成交量

Volatility rank波动率分位14th pctile第14百分位

52-week range52周区间0.0% below 52-week high0.0% below 52-week high

Seasonality季节性规律

Last ~5 years of daily data近约5年日线数据

This month:本月： Aug: -1.4% avg, up 51% of years (n=39)8月：平均 -1.4%，51% 的年份上涨（n=39）

Next month:下月： Sep: +1.6% avg, up 50% of years (n=38)9月：平均 +1.6%，50% 的年份上涨（n=38）

60% Jan

40% Feb

40% Mar

60% Apr

60% May

83% Jun

67% Jul

67% Aug

40% Sep

60% Oct

60% Nov

80% Dec

Share of years the month closed higher.该月份收涨的年份占比。

Themes & baskets主题与篮子

Financials (Equal-Weight)金融（等权） S&P 500 Financials sector, equal-weighted In range区间内

Primary basket:主要篮子： Financials (Equal-Weight)金融（等权） — deteriorating金融（等权）

Sector theme:行业主题： Financials (Equal-Weight)金融（等权） broken

Peers同业比较

by size按市值

BLK BlackRock $183B AXP American Express $236B C Citigroup $243B COF Capital One $140B WFC Wells Fargo $272B CB Chubb Limited $135B

This page, live这一页，实时版

The Terminal runs these signals intraday — live chart, options flow and alerts for SCHW.终端全天实时运行这些信号 — SCHW 的实时图表、期权资金流与提醒。

Open SCHW in Terminal在终端中打开 SCHW ↗

The whole US universe — S&P 1500 and Russell 2000 — read nightly.覆盖标普1500与罗素2000全部成分股 — 每晚更新解读。

Signals, options positioning, smart-money moves and factor DNA — the same engine that wrote this page covers 2,700+ US stocks.信号、期权持仓、聪明钱动向与因子基因 — 撰写本页的引擎覆盖2700多只美股。

Browse all stocks浏览所有股票 Open Terminal打开终端

Statistics — full detail统计数据 — 完整明细

Valuation vs sector估值对比行业

Multiple指标	This stock本股	Sector median行业中位	Cheaper than相对便宜
P/E (trailing)市盈率（静态）	21.8×	15.1×	25%
P/E (forward)市盈率（预测）	14.1×	—	—
Price / Book市净率	3.9×	1.6×	15%
Price / Sales市销率	8.1×	3.1×	18%
Earnings yield盈利收益率	4.6%	6.5%	28%
Free-cash-flow yield自由现金流收益率	4.8%	8.1%	23%
Shareholder yield股东综合回报率	3.8%	3.8%	51%

Relative strength相对强度

vs market, 1 month相对大盘（1个月） 43/100 — middle of the pack居中

vs market, 3 months相对大盘（3个月） 72/100 — stronger than most强于多数

vs market, 6 months相对大盘（6个月） 63/100 — middle of the pack居中

vs market, 12 months相对大盘（12个月） 40/100 — middle of the pack居中

Rank in sector行业内排名 #152 / 262

0–100 percentile of total return vs all covered stocks.总回报在全部覆盖股票中的百分位（0–100）。

Price history价格历史

Period周期	This stock本股	S&P 500标普500
1 Week近1周	+2.2%	+1.2%
1 Month近1月	+8.9%	+3.5%
3 Months近3月	+21.1%	+5.2%
6 Months近6月	+17.9%	+14.4%
Year to date年初至今	+9.1%	+14.2%
1 Year近1年	+16.3%	+21.6%
3 Years近3年	+85.1%	+79.7%
5 Years近5年	+58.5%	+86.2%

Trading information交易信息

Beta vs market贝塔 0.47

Volatility rank波动率分位 14th pctile

Short interest空头占比 1.2% of float

Market cap市值 $193B

EPS (trailing)每股收益 $5.05

Dividend yield股息率 1.17%

Off 52-week high距52周高点 -0.0%

Volume vs normal成交量相对平常 0.7×

Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。

Financials — full detail财务数据 — 完整明细

Multi-year record多年财务记录

	20202020	20212021	20222022	20232023	20242024	20252025
Revenue营业收入	$11.7B	$18.5B	$20.8B	$18.8B	$19.6B	$23.9B
EPS每股收益	$2.12	$2.83	$3.50	$2.54	$2.99	$4.65
Free cash flow自由现金流	$6.2B	$1.2B	$1.1B	$18.9B	$2.0B	$8.8B
Gross margin毛利率	—	—	—	—	—	—
Net margin净利率	28.2%	31.6%	34.6%	26.9%	30.3%	37.0%
FCF margin自由现金流利润率	53.2%	6.5%	5.2%	100.3%	10.5%	36.6%

Latest fiscal year最近财年

Revenue (FY)营业收入（财年） $23.9B

Net income净利润 $8.9B

Operating cash flow经营现金流 $9.3B

Total assets总资产 $491.0B

Shareholder equity股东权益 $49.4B

Buybacks股票回购 $7.3B

Shares outstanding总股本 1.75B

Returns & growth回报与增长

Return on equity股本回报率 17.9%

Return on assets资产回报率 1.8%

Revenue growth营收增速 +20.9%

Profit growth利润增速 +49.0%

Asset growth资产增速 +2.3%

Accounting quality checks会计质量检查

Earnings quality: accruals elevated vs peers (earnings lean on non-cash items)盈利质量：应计利润高于同业（盈利依赖非现金项目）
Capital discipline: investment near the peer median资本纪律：投资力度接近同业中位

Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。

Technicals — full detail技术面 — 完整明细

Indicator readings指标读数

RSI (14-day)RSI（14日） 74

RSI (2-day)RSI（2日） 95

Trend strength (ADX)趋势强度（ADX） 42

Average daily range平均日波幅 1.9%

vs 20-day average相对20日均线 +4.7%

vs 50-day average相对50日均线 +11.5%

vs 200-day average相对200日均线 +14.9%

Golden cross (50>200)金叉（50>200） in effect生效中

MACDMACD above signal位于信号线上方

Timeframe alignment多周期共振

Daily日线 momentum up动能向上

3-day3日线 momentum up动能向上

Weekly周线 momentum up动能向上

Monthly月线 momentum up — fresh upturn动能向上——刚刚转强

When daily through monthly point the same way, moves carry further.当日线到月线方向一致时，行情往往更有延续性。

Volatility regime波动状态

Range width percentile波幅宽度分位 77/100

All tracked signals全部跟踪信号

Signal信号	State状态	Age距今
Golden Cross (7/35)	quiet静默	58d
Golden Cross (21/100)	quiet静默	37d
Golden Cross (50/200)	quiet静默	13d
Death Cross (7/35)	quiet静默	112d
Death Cross (21/100)	quiet静默	161d
Death Cross (50/200)	quiet静默	119d
MA Buy (7)	quiet静默	20d
MA Buy (21)	quiet静默	48d
MA Buy (35)	quiet静默	48d
MA Buy (100)	quiet静默	43d
MA Sell (7)	quiet静默	23d
MA Sell (21)	quiet静默	49d
MA Sell (35)	quiet静默	49d
MA Sell (100)	quiet静默	50d
Pivot Bottom	quiet静默	594d
Pivot Top	quiet静默	213d
RSI-14 Oversold Entry	quiet静默	78d
RSI-14 Overbought Entry	quiet静默	13d
RSI-21 Oversold Entry	quiet静默	71d
RSI-21 Overbought Entry	quiet静默	13d
Double Bottom (Short-term)	quiet静默	42d
Double Bottom (Long-term)	quiet静默	16d
Double Top (Short-term)	quiet静默	49d
Double Top (Long-term)	quiet静默	27d
Bollinger Breakout Up	quiet静默	8d
Bollinger Breakout Down	quiet静默	78d
Short-term Rising Trend	● active● 活跃	0d
Short-term Falling Trend	quiet静默	—
Long-term Rising Trend	quiet静默	—
Long-term Falling Trend	quiet静默	—
Possible Runner (Momentum Breakout)	quiet静默	546d
1-Day Return (cross-sectional rank → top/bottom gainers)	● active● 活跃	0d
Strong 1-Day Move Flag	quiet静默	—
Valuation cheapness percentile (0–1, higher = cheaper vs peers)	● active● 活跃	0d
Undervalued — composite multiples in cheapest decile vs universe	quiet静默	—
Overvalued — composite multiples in most expensive decile vs universe	quiet静默	—
Insider Power (0–100) — quality-weighted Form-4 open-market trades (role × size × recency); 50 = neutral	● active● 活跃	0d
Insider Buy signal — fires when Insider Power ≥ 60 (net buying on quality-weighted basis)	quiet静默	—
Insider Sell signal — fires when Insider Power ≤ 40 (net selling on quality-weighted basis)	● active● 活跃	0d
Ichimoku — Price Above Cloud	● active● 活跃	0d
Ichimoku — Price Below Cloud	quiet静默	—
Ichimoku — Bullish TK Cross (Tenkan crosses above Kijun)	quiet静默	62d
Ichimoku — Bearish TK Cross (Tenkan crosses below Kijun)	quiet静默	73d
Ichimoku — Cloud Breakout Up (Price crosses above Kumo)	quiet静默	43d
Ichimoku — Cloud Breakdown (Price crosses below Kumo)	quiet静默	50d
Trend Ribbon — Uptrend State	● active● 活跃	0d
Trend Ribbon — Downtrend State	quiet静默	—
Trend Ribbon — Flip to Uptrend	quiet静默	43d
Trend Ribbon — Flip to Downtrend	quiet静默	114d
RSI Stack (7/14/21) — All Three Curling Up	quiet静默	1d
RSI Stack (7/14/21) — All Three Curling Down	quiet静默	2d
RSI Stack (7/14/21) — All Three at or Below 30	quiet静默	—
RSI Stack (7/14/21) — All Three at or Above 80 (reference band)	quiet静默	—
Bollinger Upper Band Rejection (Wick above, Close below)	quiet静默	7d
Bollinger Lower Band Reclaim (Wick below, Close above)	quiet静默	112d
Bollinger Band Walk Up (Close above upper band ≥ 3 of last 5 bars)	quiet静默	—
Bollinger Band Walk Down (Close below lower band ≥ 3 of last 5 bars)	quiet静默	—
MACD bullish cross	quiet静默	9d
MACD bearish cross	quiet静默	14d
RSI crosses above 50	quiet静默	44d
RSI crosses below 50	quiet静默	45d
Stochastic-RSI bullish cross	quiet静默	20d
Stochastic-RSI bearish cross	quiet静默	3d
Bi-weekly Stochastic-RSI bullish cross	quiet静默	62d
Bi-weekly Stochastic-RSI bearish cross	quiet静默	174d
Directional Indicator Bullish Cross (+DI above -DI)	quiet静默	44d
Directional Indicator Bearish Cross (-DI above +DI)	quiet静默	49d
ADX Trend Ignition — Bullish (ADX crosses above 25 while price rising)	quiet静默	31d
ADX Trend Ignition — Bearish (ADX crosses above 25 while price falling)	quiet静默	160d
ADX Trending (ADX ≥ 25 and rising — strong, accelerating trend)	● active● 活跃	0d
ADX Weak Trend (ADX < 20 — market ranging, no directional conviction)	quiet静默	—
Aroon Bullish Cross (recent highs dominating — uptrend beginning)	quiet静默	58d
Aroon Bearish Cross (recent lows dominating — downtrend beginning)	quiet静默	112d
Aroon Strong Uptrend (recent highs near current bar, lows far away)	quiet静默	—
Aroon Strong Downtrend (recent lows near current bar, highs far away)	quiet静默	—
Vortex Bullish Cross (VI+ above VI- with separation — upward momentum)	quiet静默	59d
Vortex Bearish Cross (VI- above VI+ with separation — downward momentum)	quiet静默	84d
Elder Ray Bullish Setup (bear power negative but improving, price trend up)	quiet静默	21d
Elder Ray Bearish Setup (bull power positive but falling, price trend down)	quiet静默	65d
Elder Ray Bulls Dominant (bull power positive, bear power near zero)	● active● 活跃	0d
Elder Ray Bears Dominant (bear power negative, bull power near zero)	quiet静默	—
Volatility Squeeze Active (Bollinger inside Keltner)	quiet静默	—
Squeeze Release — Upside Breakout	quiet静默	9d
Squeeze Release — Downside Breakout	quiet静默	77d
Trending Market Regime (Choppiness below 38.2)	quiet静默	—
Ranging Market Regime (Choppiness above 61.8)	quiet静默	—
Trend Onset (Choppiness drops below 38.2)	quiet静默	38d
Trending Regime by Efficiency (VHF above median)	● active● 活跃	0d
Donchian Channel Upside Breakout (20-day high exceeded)	● active● 活跃	0d
Donchian Channel Downside Breakdown (20-day low breached)	quiet静默	78d
Failed Upside Breakout (Price retreats below channel within 5 bars)	quiet静默	15d
Failed Downside Breakdown (Price recovers above channel within 5 bars)	quiet静默	73d
Wide Channel (Donchian width in top 20% of trailing year)	quiet静默	—
NR7 Coiling Pattern Active (Narrowest range in 7 bars, within last 3)	● active● 活跃	0d
Upside Range Expansion (True range > 2×ATR, strong close)	quiet静默	491d
Downside Range Expansion (True range > 2×ATR, weak close)	quiet静默	119d
Money Flow turns positive (CMF crosses above zero)	quiet静默	24d
Money Flow turns negative (CMF crosses below zero)	quiet静默	27d
Sustained buying pressure (CMF above +0.05 for 10+ bars)	quiet静默	—
Sustained selling pressure (CMF below -0.05 for 10+ bars)	quiet静默	—
Volume backing the move up (OBV rising over 20 days)	● active● 活跃	0d
Volume backing the move down (OBV falling over 20 days)	quiet静默	—
OBV breaks to new 60-day high (accumulation surge)	quiet静默	10d
OBV breaks to new 60-day low (distribution surge)	quiet静默	79d
Volume surge (relative volume doubles its 20-day average)	quiet静默	56d
Volume drying up (5-day average below 60% of normal)	quiet静默	—
Oversold money flow recovering (MFI crosses back above 20)	quiet静默	170d
Overbought money flow retreating (MFI crosses back below 80)	quiet静默	218d
Money flow momentum turns bullish (MFI crosses above 50)	quiet静默	13d
Money flow momentum turns bearish (MFI crosses below 50)	quiet静默	14d
Price crosses above adaptive moving average in trending market	quiet静默	62d
Price crosses below adaptive moving average in trending market	quiet静默	140d
Adaptive moving average rising in trending market	● active● 活跃	0d
Adaptive moving average falling in trending market	quiet静默	—
Market moving efficiently — trend-following conditions present	● active● 活跃	0d
Market choppy — trend signals unreliable	quiet静默	—
Trend turns bullish — price breaks above resistance band	quiet静默	58d
Trend turns bearish — price breaks below support band	quiet静默	118d
Price above trend support — bullish regime	● active● 活跃	0d
Price below trend resistance — bearish regime	quiet静默	—
Price pulls back to trend support then recovers — continuation setup	quiet静默	48d
Connors RSI deep oversold arrival (crosses below 10)	quiet静默	78d
Connors RSI oversold exit (crosses back above 10)	quiet静默	77d
Connors RSI overbought exit (crosses back below 90)	quiet静默	15d
Spearman trend turns positive (smoothed rank correlation crosses above zero)	quiet静默	16d
Spearman trend turns negative (smoothed rank correlation crosses below zero)	quiet静默	22d
Spearman strong uptrend (raw rank correlation above 80)	● active● 活跃	0d
Spearman strong downtrend (raw rank correlation below -80)	quiet静默	—
Low Drawdown Stress (Ulcer Index below 25th percentile)	● active● 活跃	0d
Elevated Drawdown Stress (Ulcer Index above 75th percentile)	quiet静默	—
Drawdown Stress Spike (Ulcer Index doubles in 21 bars, above 5)	quiet静默	91d
Drawdown Stress Easing (Ulcer Index crosses below median after stress period)	quiet静默	51d
Low Relative Volatility (nATR below 25th percentile)	● active● 活跃	0d
High Relative Volatility (nATR above 75th percentile)	quiet静默	—
Volatility Compression (short-window vol well below long-window vol)	● active● 活跃	0d
Volatility Expansion Breakout (short-window vol crosses above long-window vol)	quiet静默	119d
Mass Index Bulge Reversal (range expansion then contraction setup)	quiet静默	168d
12-1 Momentum Positive (medium-term uptrend, reversal-adjusted)	● active● 活跃	0d
12-1 Momentum Negative (medium-term downtrend, reversal-adjusted)	quiet静默	—
Momentum Acceleration Up (3-month crosses above 6-month, both improving)	quiet静默	209d
Momentum Deceleration Down (3-month crosses below 6-month, both weakening)	quiet静默	157d
New 52-Week Closing High	● active● 活跃	0d
New 52-Week Closing Low	quiet静默	77d
Relative Strength Recovery (stock outpaces benchmark over 3 months)	quiet静默	—
Relative Strength Deterioration (stock falls behind benchmark over 3 months)	quiet静默	—
Relative Strength at 6-Month High (stock/benchmark ratio at new peak)	quiet静默	—
Relative Strength at 6-Month Low (stock/benchmark ratio at new trough)	quiet静默	—
BBTrend Crosses Above Zero (channel expanding in favor of buyers)	quiet静默	27d
BBTrend Crosses Below Zero (channel expanding in favor of sellers)	quiet静默	45d
Inside Bar — price range compressed within prior bar	quiet静默	—
Outside Bar — price range expands beyond prior bar on both sides	quiet静默	—
Outside-Inside Bar Coil — outside bar followed by inside bar compression	quiet静默	133d
Three Consecutive Inside Bars — prolonged compression coil	quiet静默	9519d
Bullish 2-1-2 Continuation — higher high bar, inside bar, upside break	quiet静默	1d
Bearish 2-1-2 Continuation — lower low bar, inside bar, downside break	quiet静默	108d
Bullish 2-1-2 Reversal — lower low bar, inside bar, upside break	quiet静默	51d
Bearish 2-1-2 Reversal — higher high bar, inside bar, downside break	quiet静默	1d
Bullish 3-1-2 — outside bar, inside bar coil, upside break	quiet静默	129d
Bearish 3-1-2 — outside bar, inside bar coil, downside break	quiet静默	189d
Fractal Low Confirmed (swing low locked in)	quiet静默	2d
Fractal High Confirmed (swing high locked in)	quiet静默	13d
Swing Uptrend (higher highs and higher lows)	● active● 活跃	0d
Swing Downtrend (lower lows and lower highs)	quiet静默	—
Fractal High Break (close rises above confirmed swing high)	quiet静默	8d
Fractal Low Break (close falls below confirmed swing low)	quiet静默	23d
KST crosses above signal line (negative territory)	quiet静默	63d
KST crosses below signal line (positive territory)	quiet静默	15d
True Strength Index crosses above signal (below zero)	quiet静默	66d
True Strength Index crosses below signal (above zero)	quiet静默	20d
Coppock curve turns up from a trough (below zero)	quiet静默	987d
Ultimate Oscillator exits oversold zone (crosses above 30)	quiet静默	598d
Ultimate Oscillator exits overbought zone (crosses below 70)	quiet静默	562d
Fisher Transform crosses above prior bar (below -1)	quiet静默	107d
Fisher Transform crosses below prior bar (above +1)	quiet静默	6d
QQE smoothed RSI crosses above adaptive band (below 50)	quiet静默	65d
QQE smoothed RSI crosses below adaptive band (above 50)	quiet静默	23d
Schaff Trend Cycle crosses above 25 (bullish turn)	quiet静默	21d
Schaff Trend Cycle crosses below 75 (bearish turn)	quiet静默	23d
Bullish price gap forms (3-candle imbalance zone)	● active● 活跃	0d
Bearish price gap forms (3-candle imbalance zone)	quiet静默	48d
Bullish gap zone filled (price returns to imbalance area)	quiet静默	14d
Bearish gap zone filled (price returns to imbalance area)	quiet静默	38d
Price reclaims AVWAP from earnings-proxy anchor (quarter's top-volume session)	quiet静默	48d
Price loses AVWAP from earnings-proxy anchor (quarter's top-volume session)	quiet静默	49d
Close above week-anchored VWAP	● active● 活跃	0d
Close below week-anchored VWAP	quiet静默	—
POC retest holds (price defends the point of control)	quiet静默	43d
POC retest fails (rejected at the point of control)	quiet静默	45d
Golden Star (7/35) — three-entity cross with price gate	quiet静默	1323d
Golden Star (21/100) — three-entity cross with price gate	quiet静默	274d
Golden Star (50/200) — three-entity cross with price gate	quiet静默	—
Death Star (7/35) — bearish three-entity cross with price gate	quiet静默	701d
Death Star (21/100) — bearish three-entity cross with price gate	quiet静默	3264d
Death Star (50/200) — bearish three-entity cross with price gate	quiet静默	10172d
New Golden Star — freshly fired Golden Star (7/35), age ≤ 1 trading day	quiet静默	1322d

Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。

Ownership — full detail持仓 — 完整明细

Tracked funds holding it跟踪基金持仓

Fund基金	Grade评级	Latest move最新动作	% of book组合占比	Position市值
Giverny Capital	C	Holding持有	5.3%	$144M
Viking Global (Halvorsen)	B	Holding持有	3.9%	$1.4B
Basswood Capital Management	B	Trimming减持	2.1%	$44M
D1 Capital Partners	A	Trimming减持	2.0%	$222M

Fund positioning基金持仓概览

Tracked funds in the name持有该股的跟踪基金 4

Buying vs selling买入vs卖出 0 : 2

Quarterly trend季度趋势 {'direction': 'accumulating', 'n_quarters': 11, 'holders_first': 2, 'holders_last': 4, 'holders_delta': 2, 'value_change_pct': 2296.8, 'from_period': '2023-09-30', 'to_period': '2026-03-31', 'available_on': '2026-05-15', 'available_on_first': '2023-11-14', 'holders_series': [2, 3, 2, 2, 3, 4, 4, 4, 4, 4, 4]}{'direction': 'accumulating', 'n_quarters': 11, 'holders_first': 2, 'holders_last': 4, 'holders_delta': 2, 'value_change_pct': 2296.8, 'from_period': '2023-09-30', 'to_period': '2026-03-31', 'available_on': '2026-05-15', 'available_on_first': '2023-11-14', 'holders_series': [2, 3, 2, 2, 3, 4, 4, 4, 4, 4, 4]}

Insiders & shorts内部人与空头

Insider net buying (6 months)内部人净买入（6个月） -$174.3M

Insider buyers vs sellers内部人买家vs卖家 1 : 13

Short interest空头占流通盘 1.2%

Days to cover回补天数 2.3

Short interest change空头变化 -9.7%

Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。

Seasonality — full detail季节性 — 完整明细

Strongest month最强月份

Jun · 83%

Weakest month最弱月份

Feb · 40%

Month by month逐月统计

Month月份	Closed higher收涨占比	Median move中位涨跌	Years年数
Jan1月	60%	+4.1%	5
Feb2月	40%	-3.1%	5
Mar3月	40%	-1.1%	5
Apr4月	60%	+0.3%	5
May5月	60%	+2.0%	5
Jun6月	83%	+3.3%	6
Jul7月	67%	+9.5%	6
Aug8月	67%	+3.4%	6
Sep9月	40%	-0.1%	5
Oct10月	60%	+9.2%	5
Nov11月	60%	+4.0%	5
Dec12月	80%	+7.6%	5

History is a tendency, not a promise — small samples wobble.历史规律只是倾向而非保证 — 样本少时波动大。

Aug: -1.4% avg, up 51% of years (n=39)8月：平均 -1.4%，51% 的年份上涨（n=39）

Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。

SCHW US listed · USD美股 · 美元

The latest call, in context把最新财报放回历史脉络

Live company record实时公司记录

Price chart价格图表

Technicals技术面

Earnings财务业绩

Valuation估值

Financials财务数据

Capital allocation资本配置

Why is it moving为何波动

Options positioning期权持仓

Ownership & smart money持仓与聪明钱

Signal history信号历史

Company profile公司档案

The whole US universe — S&P 1500 and Russell 2000 — read nightly.覆盖标普1500与罗素2000全部成分股 — 每晚更新解读。

Valuation vs sector估值对比行业

Relative strength相对强度

Price history价格历史

Trading information交易信息

Multi-year record多年财务记录

Latest fiscal year最近财年

Returns & growth回报与增长

Accounting quality checks会计质量检查

Indicator readings指标读数

Timeframe alignment多周期共振

Volatility regime波动状态

All tracked signals全部跟踪信号

Estimate revisions预期修正

Analyst view分析师观点

Dealer positioning map做市商持仓地图

Volatility pricing波动率定价

Tracked funds holding it跟踪基金持仓

Fund positioning基金持仓概览

Insiders & shorts内部人与空头

Month by month逐月统计