The Charles Schwab Corporation

SCHW · Financial Services · · USD

102.11 USD

+0.00 (0.20%)

● Updated 2026-07-10 18:08 Saudi Time ↻ Refresh

Short-term Mid-term Long-term

Fahodi Score HOLD Short-term (Swing)

/ 100

Technical 60

Trend & RS 68

Momentum 57

Fundamental (0%) 56

Macro 65

Liquidity 42

Component	Score	Weight
Technical	60.0	40%
Trend & RS	68.3	20%
Momentum	56.8	20%
Fundamental	55.6	0%
Macro	65.2	15%
Liquidity	42.5	5%

Trade Setup

Entry	102.05
Stop Loss	97.21 (4.7%)
Target 1 (1:1)	106.89 (+4.7%)
Target 2 (2:1)	111.73 (+9.5%)

ATR(14)	2.42 (2.4%)
Risk per Share	4.84
Reward:Risk	2:1

ATR-based levels. Adjust for support/resistance zones.

Factor Profile

Factor	Score	Z
Value	63.6	+0.55
Momentum	56.8	+0.27
Quality	52.6	+0.11
Composite	57.7

Quality Scores

Piotroski F-Score 5 /9 — Average

✓ ✓ ✗ ✗ ✗ ✗ ✓ ✓ ✓

1. Positive Net Income 2. Positive Roa 3. Positive Cfo 4. Quality Earnings 5. Lower Leverage 6. Higher Liquidity 7. No Dilution 8. Higher Gross Margin 9. Higher Asset Turnover

Altman Z-Score Insufficient Data

Valuation vs Peers Overvalued

Metric	Stock	Sector	vs Peers
P/E Ratio	20.3	18.0	+13% above
P/B Ratio	4.2	2.5	Above
Dividend Yield	1.3%	2.0%	Below avg

Comparing against Financial Services median multiples.

Trading at a premium to sector peers — verify growth justifies premium.

Intrinsic Value (DCF) Fairly Valued

Intrinsic Value

110.09

Market Price

102.11

Upside

+7.8%

Margin of Safety	+7.2%
Stage 1 PV (5yr FCF)	42,111,123,707
Terminal Value PV	149,352,403,070
Total Enterprise Value	191,463,526,777

Assumptions

Base FCF	6,998,281,357
Growth Rate (5yr)	15.8%
Terminal Growth	2.5%
Discount Rate (WACC)	9.0%

2-stage DCF: 5yr projected FCF + Gordon Growth terminal value. Estimates only — adjust growth and WACC for your own assumptions.

Position Sizing — Kelly Criterion

4.8%

Recommended Size

40.03%

Full Kelly

20.02%

Half Kelly

5.0%

Max Cap (Moderate)

Kelly inputs derived from quant score 61/100. Estimated win rate 58%, avg win 8.7%, avg loss 3.8%. Position was capped at the moderate risk maximum. This is analytical output, not a recommendation to trade.

RECOVERY Regime: RECOVERY (20% confidence) — position size reduced 4%

Signal Summary BUY

Bullish Signals

Bearish Signals

72.4

RSI(14)

3.0321

MACD

Relative Strength (RS) NEUTRAL

/ 99

RS Rating

O'Neil filter: <80

RS vs SPY	→ FLAT (-5.6% vs SPY 3M)
RS vs Sector	INLINE (Financial Services)
RS New High	No (59d since high)
Sector Outperformance	-3.2% (3M)

RS Line — stock / SPY (90 bars)

← older newer →

RS vs SPY 50-day SMA of RS

NEUTRAL: In line with the market — no strong outperformance or underperformance.

Technical Indicators

Indicator	Value	Signal
Rsi	72.4	OVERBOUGHT
Macd	3.0321	BULLISH
Ma Cross	91.51 / 94.41	DEATH CROSS
Trend Short		ABOVE SMA50
Trend Long		ABOVE SMA200
Bollinger		MIDDLE
Volume	0.06x	LOW

Key Levels

Level	Price
52-Week High	107.50
Bollinger Upper	103.84
SMA(200)	94.41
SMA(50)	91.51
SMA(20)	94.56
Current Price	102.11
Bollinger Lower	85.28
52-Week Low	83.96
ATR(14)	2.42

Advanced Technical Analysis

Click to expand

Wyckoff Phase & Volume Spread Analysis

Wyckoff Phase

ACCUMULATION A Confidence

75%

Selling Climax

Acc: 3.0 | Dist: 1.0 | Markup: 0.0 | Markdown: 0.0

Volume Spread Analysis (last 5 bars)

Date	Signal	Vol	Description
2026-07-06	Normal	1.01x	Normal bar — no special VSA pattern
2026-07-07	Normal	0.83x	Normal bar — no special VSA pattern
2026-07-08	Normal	0.79x	Normal bar — no special VSA pattern
2026-07-09	Normal	0.56x	Normal bar — no special VSA pattern
2026-07-10	Normal	0.06x	Normal bar — no special VSA pattern

Ichimoku Cloud BULLISH

Line	Value	Status
Tenkan-sen (9)	96.88	Above Kijun
Kijun-sen (26)	94.57	Base line
Senkou A	95.73	Leading span A
Senkou B	93.76	Leading span B
Cloud	93.76 – 95.73	Bullish (Green)
Price vs Cloud	102.05	Above Cloud
Chikou Span	86.59	Bullish
Alignment Score	4/4	BULLISH