SCHW
Charles Schwab Corporation
Screener candidate detail · 2 active archetypes
Active
2
archetypes
History
28
rows
Days on list
6
oldest active
Screener Funnel
✓Fired
6 archetypes
✓S1 signal
reached primed
✓S2 deep set
conviction stamped
○Promoted
not promoted
Stages a name passes through: fired an archetype → reached an S1 signal (state ≥ partial) → entered the S2 deep-enrichment set (conviction stamped) → promoted to the watchlist. Each step is "ever reached" across this name's recorded history (capped at 60 rows — a very long-lived name's earliest episodes may fall outside this window).
Active Candidacies
A8 · PEAD Beat Driftpartialpersisting
score: 0.084confluence: 1days: 6as of 2026-07-27
Triggers:quality:passeps_beat:partial (0.045 in [0.03,0.1))earnings_6d_ago
Dislocation:
Eps Surprise
0.05
Days Since Earnings
6.00
Recency Max
10.00
Primed Floor
0.10
Partial Floor
0.03
Direction Of Evidence
pead_beat_continuation
Honesty Caveat
PROVISIONAL. Validated in a single calm post-2022 regime only — no bear in-sample. rank-IC 5d +0.128 [+0.034,+0.216]; 10d +0.125. DISTINCT FROM A1 (A1 is contrarian gap-down recovery; A8 is continuation in the beat direction, no gap-down required). CONTEXT — never advice.
Regime at flag: TRANSITIONAL
P1 · Pair Divergencepartialpersisting
score: 0.070confluence: 1days: 9as of 2026-07-23
Triggers:quality:passtwin:RJFcorrelation:0.74spread_z:+2.72laggard:rich_laggard → short_fragility
Dislocation:
Pair Twin
RJF
Pair Correlation
0.74
Pair Spread Z
2.72
Pair Direction
short_fragility
Pair State
partial
Gate pass
Yes
Regime at flag: RISK-ON
Promote to Watchlist
Seeds the company layer immediately; full deep-data scaffold runs in the background.
Lifecycle Timeline
One strip per archetype, oldest → newest. Each cell is a trading day the screener recorded this name; color = lifecycle status. A ● marks a day the name was in the buy zone (ripeness confirmed/loaded); a left gap marks the start of a new candidacy episode.
A8 · PEAD Beat Driftlong recoveryactive
4 days
P1 · Pair Divergenceshort fragilityactive
3 days
A3 · Positioning Extreme
3 days
A5 · Mechanical Reversion
10 days
N3 · Failed Breakout
3 days
A2 · Oversold Sympathy
5 days
newpersistingdecayedexitedpromotedunknownripe day
Realized Episodes
Each completed candidacy graded as a "would-have" trade: entered when the archetype began flagging this name, exited when the screener dropped it. Return is direction-adjusted and market-adjusted (minus SPY, where available) — hindsight, not advice. Open episodes are marked-to-market and excluded from the tally.
Closed: 2/4 directionally right · mean +0.2% · small sample, illustrative not proof
A8 · PEAD Beat Driftlong recovery2026-07-23 → open3 bars
+3.8%open · MTM
P1 · Pair Divergencelong recovery2026-07-15 → open9 bars
+3.4%open · MTM
A2 · Oversold Sympathylong recovery2026-06-22 → 2026-06-232 bars
+1.6%closed
A5 · Mechanical Reversionlong recovery2026-06-15 → 2026-06-3011 bars
+0.8%closed
N3 · Failed Breakoutshort fragility2026-06-12 → 2026-06-152 bars
-0.8%closed
A3 · Positioning Extremelong recovery2026-06-05 → 2026-06-082 bars
-0.7%closed
Lifecycle History(newest first, up to 60 rows)
| Date | Archetype | State | Score | Confluence | Status | Dislocation |
|---|---|---|---|---|---|---|
| 2026-07-27 | A8 · PEAD Beat Drift | partial | 0.084 | 1 | persisting | Eps Surprise: 0.05 · Days Since Earnings: 6.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 2026-07-24 | A8 · PEAD Beat Drift | partial | 0.082 | 1 | persisting | Eps Surprise: 0.05 · Days Since Earnings: 3.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 2026-07-23 | P1 · Pair Divergence | partial | 0.070 | 1 | persisting | Pair Twin: RJF · Pair Correlation: 0.74 · Pair Spread Z: 2.72 · Pair Direction: short_fragility · Pair State: partial · Gate pass: Yes |
| 2026-07-23 | A8 · PEAD Beat Drift | partial | 0.085 | 1 | persisting | Eps Surprise: 0.05 · Days Since Earnings: 2.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 2026-07-22 | A8 · PEAD Beat Drift | partial | 0.070 | 1 | new | Eps Surprise: 0.05 · Days Since Earnings: 1.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 2026-07-21 | P1 · Pair Divergence | partial | 0.041 | 1 | persisting | Pair Twin: RJF · Pair Correlation: 0.74 · Pair Spread Z: -2.02 · Pair Direction: long_recovery · Pair State: partial · Gate pass: Yes |
| 2026-07-16 | A3 · Positioning Extreme | partial | 0.000 | 1 | exited | Short Pct Float: — · Ret 20d: -0.04 · Dist 52w Low: 0.03 · Short Extreme: No · Price Holding: Yes · Options Legs Enabled: Yes |
| 2026-07-15 | P1 · Pair Divergence | partial | 0.168 | 1 | new | Pair Twin: RJF · Pair Correlation: 0.74 · Pair Spread Z: -2.06 · Pair Direction: long_recovery · Pair State: partial · Gate pass: Yes |
| 2026-07-13 | A5 · Mechanical Reversion | partial | 0.501 | 1 | exited | 1-day return: -1.27% · 1-day return: -1.27% · Beta (60d): -0.00 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.16% · Beta Residual Pct: -1.27% |
| 2026-07-09 | N3 · Failed Breakout | primed | 0.488 | 1 | exited | Breakout Level: sma20 · Dist 52w High: -0.17 · Sma Dist 20: -0.00 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-06 | A5 · Mechanical Reversion | partial | 0.501 | 1 | decayed | 1-day return: -1.27% · 1-day return: -1.27% · Beta (60d): -0.00 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.16% · Beta Residual Pct: -1.27% |
| 2026-07-06 | A2 · Oversold Sympathy | primed | 0.572 | 2 | exited | 1-day return: -3.02% · 1-day return: -3.02% · Beta (60d): 0.16 · Sector return (1d): -0.89% · Sector return: -0.89% · Borrowed drop: -2.88% |
| 2026-06-28 | A2 · Oversold Sympathy | primed | 0.572 | 2 | decayed | 1-day return: -3.02% · 1-day return: -3.02% · Beta (60d): 0.16 · Sector return (1d): -0.89% · Sector return: -0.89% · Borrowed drop: -2.88% |
| 2026-06-26 | A5 · Mechanical Reversion | partial | 0.501 | 1 | persisting | 1-day return: -1.27% · 1-day return: -1.27% · Beta (60d): -0.00 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.16% · Beta Residual Pct: -1.27% |
| 2026-06-25 | N3 · Failed Breakout | primed | 0.488 | 1 | decayed | Breakout Level: sma20 · Dist 52w High: -0.17 · Sma Dist 20: -0.00 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-06-25 | A3 · Positioning Extreme | partial | 0.000 | 1 | decayed | Short Pct Float: — · Ret 20d: -0.04 · Dist 52w Low: 0.03 · Short Extreme: No · Price Holding: Yes · Options Legs Enabled: Yes |
| 2026-06-24 | A5 · Mechanical Reversion | partial | 0.669 | 1 | persisting | 1-day return: -1.93% · 1-day return: -1.93% · Beta (60d): 0.03 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.36% · Beta Residual Pct: -1.94% |
| 2026-06-21 | A5 · Mechanical Reversion | primed | 0.572 | 2 | persisting | 1-day return: -3.02% · 1-day return: -3.02% · Beta (60d): 0.16 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -3.02% |
| 2026-06-21 | A2 · Oversold Sympathy | primed | 0.572 | 2 | persisting | 1-day return: -3.02% · 1-day return: -3.02% · Beta (60d): 0.16 · Sector return (1d): -0.89% · Sector return: -0.89% · Borrowed drop: -2.88% |
| 2026-06-20 | A5 · Mechanical Reversion | primed | 0.585 | 2 | persisting | 1-day return: -3.02% · 1-day return: -3.02% · Beta (60d): 0.16 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -3.02% |
| 2026-06-20 | A2 · Oversold Sympathy | primed | 0.585 | 2 | persisting | 1-day return: -3.02% · 1-day return: -3.02% · Beta (60d): 0.16 · Sector return (1d): -0.89% · Sector return: -0.89% · Borrowed drop: -2.88% |
| 2026-06-19 | A5 · Mechanical Reversion | primed | 0.591 | 2 | persisting | 1-day return: -3.02% · 1-day return: -3.02% · Beta (60d): 0.16 · Spy Ret 1d: 0.00 · Spy Ret Pct: 0.00% · Beta Residual Pct: -3.02% |
| 2026-06-19 | A2 · Oversold Sympathy | primed | 0.591 | 2 | new | 1-day return: -3.02% · 1-day return: -3.02% · Beta (60d): 0.16 · Sector return (1d): -0.89% · Sector return: -0.89% · Borrowed drop: -2.88% |
| 2026-06-18 | A5 · Mechanical Reversion | partial | 0.278 | 1 | persisting | 1-day return: -0.66% · 1-day return: -0.66% · Beta (60d): 0.20 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-17 | A5 · Mechanical Reversion | partial | 0.431 | 1 | persisting | 1-day return: 0.89% · 1-day return: 0.89% · Beta (60d): 0.20 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-16 | A5 · Mechanical Reversion | partial | 0.846 | 1 | persisting | 1-day return: 2.95% · 1-day return: 2.95% · Beta (60d): 0.24 · Spy Ret 1d: — · Spy Ret Pct: — · Beta Residual Pct: — |
| 2026-06-11 | N3 · Failed Breakout | primed | 0.488 | 1 | new | Breakout Level: sma20 · Dist 52w High: -0.17 · Sma Dist 20: -0.00 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-06-04 | A3 · Positioning Extreme | partial | 0.000 | 1 | new | Short Pct Float: — · Ret 20d: -0.04 · Dist 52w Low: 0.03 · Short Extreme: No · Price Holding: Yes · Options Legs Enabled: Yes |