SCHW
Charles Schwab Corporation
Screener candidate detail · 2 active archetypes
Active
2
archetypes
History
59
rows
Days on list
14
oldest active
Screener Funnel
✓Fired
8 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
N1 · Distribution Topprimedpersisting
score: 0.320confluence: 1days: 14as of 2026-09-08
Triggers:quality:passnear_52w_high:-4.7%rsi_divergence:50momentum_rollover:-1.4%rel_vol:0.10sma_breach:sma10confirmation:pass
Dislocation:
Dist 52w High
-0.05
Near 52w High
Yes
Rsi 14
50.26
Rsi Divergence
Yes
Sma Dist 10
-0.01
Sma Dist 20
-0.02
Sma Breach
Yes
Ret 5d
-0.01
Regime at flag: CAUTIOUS
A4 · Pre-Catalyst Coilingpartialpersisting
score: 0.000confluence: 1days: 16as of 2026-08-19
Triggers:rvol_pctile 2.0 (tight ≤20)quality:passinside_day: confirmedcatalyst: no upcoming date foundNOTE: vol setup — resolves both ways (not directional)iv_pctile:no_options_data (co_options_daily absent — sparse by design; score = rvol×proximity only)
Dislocation:
Realized Vol Pct 1y
1.99
Inside Day
Yes
Nr7
No
Days To Catalyst
—
Proximity Factor
0.00
Iv Pctile
—
Options Legs Enabled
Yes
Gate pass
Yes
Regime at flag: TRANSITIONAL
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.
N1 · Distribution Topshort fragilityactive
7 days
A4 · Pre-Catalyst Coilinglong recoveryactive
4 days
A2 · Oversold Sympathy
8 days
P1 · Pair Divergence
7 days
N3 · Failed Breakout
10 days
A8 · PEAD Beat Drift
10 days
A3 · Positioning Extreme
3 days
A5 · Mechanical Reversion
10 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: 5/8 directionally right · mean +0.8% · small sample, illustrative not proof
P1 · Pair Divergencelong recovery2026-08-27 → open11 bars
-1.4%open · MTM
A2 · Oversold Sympathylong recovery2026-08-26 → 2026-08-283 bars
-0.9%closed
N1 · Distribution Topshort fragility2026-08-26 → open12 bars
+1.8%open · MTM
A4 · Pre-Catalyst Coilinglong recovery2026-08-05 → 2026-08-2113 bars
+3.6%dropped
N3 · Failed Breakoutshort fragility2026-07-30 → open31 bars
+0.4%open · MTM
A8 · PEAD Beat Driftlong recovery2026-07-23 → 2026-08-049 bars
+0.4%closed
P1 · Pair Divergencelong recovery2026-07-15 → 2026-07-279 bars
+2.0%closed
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 |
|---|---|---|---|---|---|---|
| 2026-09-09 | A2 · Oversold Sympathy | primed | 0.514 | 1 | exited | 1-day return: -3.49% · 1-day return: -3.49% · Beta (60d): -0.08 · Sector return (1d): -0.21% · Sector return: -0.21% · Borrowed drop: -3.51% |
| 2026-09-09 | P1 · Pair Divergence | primed | 0.819 | 1 | decayed | Pair Twin: RJF · Pair Correlation: 0.74 · Pair Spread Z: -3.27 · Pair Direction: long_recovery · Pair State: primed · Gate pass: Yes |
| 2026-09-08 | N1 · Distribution Top | primed | 0.320 | 1 | persisting | Dist 52w High: -0.05 · Near 52w High: Yes · Rsi 14: 50.26 · Rsi Divergence: Yes · Sma Dist 10: -0.01 · Sma Dist 20: -0.02 |
| 2026-09-08 | N3 · Failed Breakout | primed | 0.732 | 0 | decayed | Breakout Level: 52w_high · Dist 52w High: -0.01 · Sma Dist 20: 0.03 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-09-04 | N1 · Distribution Top | primed | 0.122 | 1 | persisting | Dist 52w High: -0.04 · Near 52w High: Yes · Rsi 14: 53.51 · Rsi Divergence: Yes · Sma Dist 10: -0.01 · Sma Dist 20: -0.01 |
| 2026-09-02 | N1 · Distribution Top | primed | 0.837 | 1 | persisting | Dist 52w High: -0.05 · Near 52w High: Yes · Rsi 14: 51.56 · Rsi Divergence: Yes · Sma Dist 10: -0.02 · Sma Dist 20: -0.01 |
| 2026-09-02 | A2 · Oversold Sympathy | primed | 0.514 | 1 | decayed | 1-day return: -3.49% · 1-day return: -3.49% · Beta (60d): -0.08 · Sector return (1d): -0.21% · Sector return: -0.21% · Borrowed drop: -3.51% |
| 2026-09-01 | N1 · Distribution Top | primed | 0.973 | 1 | persisting | Dist 52w High: -0.05 · Near 52w High: Yes · Rsi 14: 51.68 · Rsi Divergence: Yes · Sma Dist 10: -0.02 · Sma Dist 20: -0.01 |
| 2026-08-28 | N1 · Distribution Top | primed | 0.787 | 1 | persisting | Dist 52w High: -0.04 · Near 52w High: Yes · Rsi 14: 53.39 · Rsi Divergence: Yes · Sma Dist 10: -0.02 · Sma Dist 20: -0.01 |
| 2026-08-28 | A8 · PEAD Beat Drift | partial | 0.096 | 1 | exited | Eps Surprise: 0.05 · Days Since Earnings: 10.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 2026-08-27 | N1 · Distribution Top | primed | 0.555 | 1 | persisting | Dist 52w High: -0.05 · Near 52w High: Yes · Rsi 14: 51.69 · Rsi Divergence: Yes · Sma Dist 10: -0.03 · Sma Dist 20: -0.01 |
| 2026-08-26 | N1 · Distribution Top | primed | 0.514 | 1 | new | Dist 52w High: -0.05 · Near 52w High: Yes · Rsi 14: 53.02 · Rsi Divergence: Yes · Sma Dist 10: -0.02 · Sma Dist 20: -0.00 |
| 2026-08-26 | A2 · Oversold Sympathy | primed | 0.514 | 1 | new | 1-day return: -3.49% · 1-day return: -3.49% · Beta (60d): -0.08 · Sector return (1d): -0.21% · Sector return: -0.21% · Borrowed drop: -3.51% |
| 2026-08-26 | P1 · Pair Divergence | primed | 0.819 | 1 | new | Pair Twin: RJF · Pair Correlation: 0.74 · Pair Spread Z: -3.27 · Pair Direction: long_recovery · Pair State: primed · Gate pass: Yes |
| 2026-08-25 | N3 · Failed Breakout | primed | 0.732 | 0 | persisting | Breakout Level: 52w_high · Dist 52w High: -0.01 · Sma Dist 20: 0.03 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-20 | N3 · Failed Breakout | primed | 0.678 | 0 | persisting | Breakout Level: 52w_high · Dist 52w High: -0.02 · Sma Dist 20: 0.02 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-20 | P1 · Pair Divergence | partial | 0.070 | 1 | exited | Pair Twin: RJF · Pair Correlation: 0.74 · Pair Spread Z: 2.72 · Pair Direction: short_fragility · Pair State: partial · Gate pass: Yes |
| 2026-08-19 | N3 · Failed Breakout | partial | 0.570 | 0 | persisting | Breakout Level: 52w_high · Dist 52w High: -0.01 · Sma Dist 20: 0.04 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-19 | A4 · Pre-Catalyst Coiling | partial | 0.000 | 1 | persisting | Realized Vol Pct 1y: 1.99 · Inside Day: Yes · Nr7: No · Days To Catalyst: — · Proximity Factor: 0.00 · Iv Pctile: — |
| 2026-08-17 | N3 · Failed Breakout | partial | 0.372 | 1 | persisting | Breakout Level: 52w_high · Dist 52w High: -0.00 · Sma Dist 20: 0.05 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-14 | A8 · PEAD Beat Drift | partial | 0.096 | 1 | decayed | Eps Surprise: 0.05 · Days Since Earnings: 10.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 2026-08-13 | A4 · Pre-Catalyst Coiling | partial | 0.000 | 1 | persisting | Realized Vol Pct 1y: 13.94 · Inside Day: No · Nr7: Yes · Days To Catalyst: — · Proximity Factor: 0.00 · Iv Pctile: — |
| 2026-08-11 | N3 · Failed Breakout | partial | 0.000 | 1 | persisting | Breakout Level: 52w_high · Dist 52w High: -0.00 · Sma Dist 20: 0.03 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-11 | A4 · Pre-Catalyst Coiling | partial | 0.000 | 1 | persisting | Realized Vol Pct 1y: 15.14 · Inside Day: Yes · Nr7: Yes · Days To Catalyst: — · Proximity Factor: 0.00 · Iv Pctile: — |
| 2026-08-07 | N3 · Failed Breakout | partial | 0.101 | 1 | persisting | Breakout Level: 52w_high · Dist 52w High: -0.00 · Sma Dist 20: 0.04 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-06 | N3 · Failed Breakout | partial | 0.268 | 1 | persisting | Breakout Level: 52w_high · Dist 52w High: -0.00 · Sma Dist 20: 0.04 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-08-06 | P1 · Pair Divergence | partial | 0.070 | 1 | decayed | Pair Twin: RJF · Pair Correlation: 0.74 · Pair Spread Z: 2.72 · Pair Direction: short_fragility · Pair State: partial · Gate pass: Yes |
| 2026-08-04 | A4 · Pre-Catalyst Coiling | partial | 0.000 | 1 | new | Realized Vol Pct 1y: 17.93 · Inside Day: Yes · Nr7: Yes · Days To Catalyst: — · Proximity Factor: 0.00 · Iv Pctile: — |
| 2026-07-31 | A8 · PEAD Beat Drift | partial | 0.096 | 1 | persisting | Eps Surprise: 0.05 · Days Since Earnings: 10.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 2026-07-30 | A8 · PEAD Beat Drift | partial | 0.094 | 1 | persisting | Eps Surprise: 0.05 · Days Since Earnings: 9.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 2026-07-29 | N3 · Failed Breakout | primed | 0.090 | 1 | new | Breakout Level: 52w_high · Dist 52w High: -0.02 · Sma Dist 20: 0.03 · Recent Push: Yes · Below Level: Yes · Failure Bar: Yes |
| 2026-07-29 | A8 · PEAD Beat Drift | partial | 0.090 | 1 | persisting | Eps Surprise: 0.05 · Days Since Earnings: 8.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 2026-07-28 | A8 · PEAD Beat Drift | partial | 0.087 | 1 | persisting | Eps Surprise: 0.05 · Days Since Earnings: 7.00 · Recency Max: 10.00 · Primed Floor: 0.10 · Partial Floor: 0.03 · Direction Of Evidence: pead_beat_continuation |
| 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 | 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: — |
| 2026-06-04 | 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 |