SCHW Anchor's Analysis
Last 3 Months: 2026-06-25 to present • 35 trades in period
+0.40%
Last 3 Months Return
$8,309.87
Current Value
57%
Win Rate
$8,276.63
Period Start
PHASE 0: RANGING
No strong directional signal. Monitor for regime shift.
Fear & Greed
71
Greed
VIX
14.2
LOW
10Y Yield
5.11%
HIGH
Yield Curve
+0.31%
NORMAL
HY Spread
2.68
CALM
🌍 Kp Index
🟢 0.5
Quiet
RSI(14)
49 neutral
20d Trend
-0.0%
5d Trend
-1.8%
EMA20 Dist
-0.7%
ATR%
2.5%
Range Pos
78%
Bounce Ratio
0.8×
Green/Red 10d
5/5
Strategy Score Scored Sep 24, 2026
12
Lifetime
Confidence: 100%
Quality Components
Return-to-Risk
0.0/35
Total Return
0.0/25
Win Rate
6.9/15
Profit Factor
0.0/15
Consistency
4.9/10
Raw Quality
11.7/100
× Confidence 1.00
= 11.7
30-Day Momentum
9
-7.2%
30d Return
33%
Win Rate
12
Trades
0.5×
Profit Factor
Quality: 10.0
Conf: 0.93×
Cooling (-2 vs lifetime)
Momentum below PRO threshold (40+)
How Scoring Works:
Score = Quality × Confidence.
Quality (0-100) rates absolute performance across 5 dimensions:
Return-to-Risk (35pts), Total Return (25pts), Win Rate (15pts), Profit Factor (15pts), Consistency (10pts).
Confidence (100%) adjusts for trade count and freshness —
more trades + recent activity = higher confidence.
Momentum uses the same model recalibrated for a 30-day trailing window.
PRO status requires both Lifetime Score ≥ 70 and Momentum ≥ 40.
Data Transparency (Last 3 Months)
Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
4,992
Timeframe
5-Minute Bars
Period Range
2026-06-25 → 2026-09-24
Trading Days
64 days
Data Gaps
None (2 market holidays)
Market Closed (2 days)
2026-07-03 — Independence Day (observed), 2026-09-07 — Labor Day
Brokerage: Alpaca Markets
✓ Tradeable on Alpaca
Stocks: Commission-free • Market hours: 9:30 AM - 4:00 PM ET
To execute these strategies, you'll need an Alpaca brokerage account.
Performance Summary (Last 3 Months)
Period Start Capital
$8,276.63
Current Value
$8,309.87
Period P&L
$33.25
Max Drawdown
-24.5%
Sharpe Ratio
0.02
Trade Statistics (Last 3 Months)
Trades in Period
35
Winners / Losers
20 /
15
Best Trade
+2.13%
Worst Trade
-2.63%
Avg Trade Return
+0.02%
Avg Hold Time
1.4d
💰 Trading Cost Analysis (Alpaca Fees) (Last 3 Months)
Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$596,059.43
Estimated Fees
$0.00
Gross P&L
$33.25
Net P&L (after fees)
$33.25
Gross Return
+0.40%
Net Return (after fees)
+0.40%
✅ Stocks: Alpaca offers commission-free stock trading.
No fees on this symbol!
Actual fees may vary based on your volume tier. See Alpaca pricing.
Equity Curve — Your Money Over Time
Each dot is a completed trade. ● Green = profitable trade, ● Red = losing trade. Hover for details.
The dashed blue line shows your starting $10,000. Points above = profit, points below = loss.
🖱️ Scroll to zoom • Click & drag to pan • Double-click to reset
Price Action + Equity Overlay
📈 SCHW Price (left axis) vs 📊 Your Equity (right axis). See how the stock price moved while you held positions.
🖱️ Scroll to zoom • Click & drag to pan • Double-click to reset
📊 Price data: 64 trading days
🎯 Trade markers show BUY (▲) and SELL (▼) points
Trade History (Last 3 Months - 35 trades)
How to Read This Table
Each row is one complete trade cycle (BUY → HOLD → SELL). Anchor had $8,276.63 at period start. When he sees a buy signal, he uses all available cash to buy shares. He holds until hitting his +5% target, -10% stop loss, or 30-day limit. After selling, the profit/loss is added to his balance, and the next trade uses that new balance.
| # | Action | Date & Time | Price/Share | Shares | Total Value | Balance After | Result | Exit Reason |
|---|---|---|---|---|---|---|---|---|
| 1 | 🟢 BUY | Jun 25, 2026 10:35am ET | $91.59 | 90 | $8,243.10 | — | — | — |
| 🔴 SELL | Jun 25, 2026 12:00pm ET | $89.97 | 90 | $8,097.30 | $8,130.83 |
$-145.80 (-1.8%) |
🛑 -10% Stop
1.4h held |
|
| 2 | 🟢 BUY | Jun 26, 2026 12:50pm ET | $89.61 | 90 | $8,064.90 | — | — | — |
| 🔴 SELL | Jun 29, 2026 9:30am ET | $91.32 | 90 | $8,218.80 | $8,284.73 |
+$153.90 (+1.9%) |
⏰ 30 Day Max
2.9d held |
|
| 3 | 🟢 BUY | Jun 30, 2026 11:05am ET | $92.62 | 89 | $8,243.18 | — | — | — |
| 🔴 SELL | Jul 1, 2026 9:30am ET | $92.75 | 89 | $8,255.19 | $8,296.74 |
+$12.01 (+0.1%) |
⏰ 30 Day Max
22.4h held |
|
| 4 | 🟢 BUY | Jul 2, 2026 12:35pm ET | $96.43 | 86 | $8,293.41 | — | — | — |
| 🔴 SELL | Jul 6, 2026 9:30am ET | $97.20 | 86 | $8,359.20 | $8,362.53 |
+$65.79 (+0.8%) |
⏰ 30 Day Max
3.9d held |
|
| 5 | 🟢 BUY | Jul 7, 2026 2:50pm ET | $101.61 | 82 | $8,332.02 | — | — | — |
| 🔴 SELL | Jul 8, 2026 9:30am ET | $101.69 | 82 | $8,338.58 | $8,369.09 |
+$6.56 (+0.1%) |
⏰ 30 Day Max
18.7h held |
|
| 6 | 🟢 BUY | Jul 9, 2026 9:30am ET | $101.16 | 82 | $8,295.12 | — | — | — |
| 🔴 SELL | Jul 10, 2026 9:30am ET | $103.13 | 82 | $8,456.46 | $8,530.43 |
+$161.34 (+1.9%) |
⏰ 30 Day Max
1d held |
|
| 7 | 🟢 BUY | Jul 13, 2026 9:50am ET | $102.58 | 83 | $8,514.13 | — | — | — |
| 🔴 SELL | Jul 14, 2026 9:30am ET | $101.60 | 83 | $8,432.80 | $8,449.10 |
$-81.33 (-1.0%) |
⏰ 30 Day Max
23.7h held |
|
| 8 | 🟢 BUY | Jul 15, 2026 1:05pm ET | $103.04 | 81 | $8,346.24 | — | — | — |
| 🔴 SELL | Jul 16, 2026 9:30am ET | $103.26 | 81 | $8,364.06 | $8,466.92 |
+$17.82 (+0.2%) |
⏰ 30 Day Max
20.4h held |
|
| 9 | 🟢 BUY | Jul 17, 2026 9:30am ET | $101.20 | 83 | $8,399.59 | — | — | — |
| 🔴 SELL | Jul 20, 2026 9:30am ET | $101.03 | 83 | $8,385.49 | $8,452.82 |
$-14.10 (-0.2%) |
⏰ 30 Day Max
3d held |
|
| 10 | 🟢 BUY | Jul 21, 2026 9:30am ET | $101.75 | 83 | $8,444.84 | — | — | — |
| 🔴 SELL | Jul 21, 2026 2:10pm ET | $100.43 | 83 | $8,336.10 | $8,344.09 |
$-108.73 (-1.3%) |
🛑 -10% Stop
4.7h held |
|
| 11 | 🟢 BUY | Jul 22, 2026 3:25pm ET | $100.27 | 83 | $8,322.41 | — | — | — |
| 🔴 SELL | Jul 23, 2026 9:30am ET | $101.88 | 83 | $8,455.63 | $8,477.30 |
+$133.22 (+1.6%) |
⏰ 30 Day Max
18.1h held |
|
| 12 | 🟢 BUY | Jul 24, 2026 9:30am ET | $101.10 | 83 | $8,391.30 | — | — | — |
| 🔴 SELL | Jul 27, 2026 9:30am ET | $103.25 | 83 | $8,569.75 | $8,655.75 |
+$178.45 (+2.1%) |
⏰ 30 Day Max
3d held |
|
| 13 | 🟢 BUY | Jul 28, 2026 1:20pm ET | $105.68 | 81 | $8,559.68 | — | — | — |
| 🔴 SELL | Jul 29, 2026 9:30am ET | $106.47 | 81 | $8,624.07 | $8,720.15 |
+$64.39 (+0.8%) |
⏰ 30 Day Max
20.2h held |
|
| 14 | 🟢 BUY | Jul 30, 2026 9:30am ET | $104.18 | 83 | $8,647.35 | — | — | — |
| 🔴 SELL | Jul 31, 2026 9:30am ET | $104.85 | 83 | $8,702.14 | $8,774.93 |
+$54.78 (+0.6%) |
⏰ 30 Day Max
1d held |
|
| 15 | 🟢 BUY | Aug 3, 2026 11:00am ET | $105.77 | 82 | $8,673.14 | — | — | — |
| 🔴 SELL | Aug 4, 2026 9:30am ET | $105.44 | 82 | $8,646.08 | $8,747.87 |
$-27.06 (-0.3%) |
⏰ 30 Day Max
22.5h held |
|
| 16 | 🟢 BUY | Aug 5, 2026 11:40am ET | $107.65 | 81 | $8,719.65 | — | — | — |
| 🔴 SELL | Aug 6, 2026 9:30am ET | $108.66 | 81 | $8,801.46 | $8,829.68 |
+$81.81 (+0.9%) |
⏰ 30 Day Max
21.8h held |
|
| 17 | 🟢 BUY | Aug 7, 2026 9:30am ET | $107.05 | 82 | $8,778.10 | — | — | — |
| 🔴 SELL | Aug 10, 2026 9:30am ET | $107.51 | 82 | $8,815.82 | $8,867.40 |
+$37.72 (+0.4%) |
⏰ 30 Day Max
3d held |
|
| 18 | 🟢 BUY | Aug 11, 2026 9:30am ET | $107.72 | 82 | $8,833.04 | — | — | — |
| 🔴 SELL | Aug 12, 2026 9:30am ET | $107.16 | 82 | $8,787.12 | $8,821.48 |
$-45.92 (-0.5%) |
⏰ 30 Day Max
1d held |
|
| 19 | 🟢 BUY | Aug 13, 2026 11:00am ET | $109.28 | 80 | $8,742.40 | — | — | — |
| 🔴 SELL | Aug 14, 2026 9:30am ET | $109.79 | 80 | $8,783.20 | $8,862.28 |
+$40.80 (+0.5%) |
⏰ 30 Day Max
22.5h held |
|
| 20 | 🟢 BUY | Aug 17, 2026 9:30am ET | $110.78 | 79 | $8,751.62 | — | — | — |
| 🔴 SELL | Aug 18, 2026 9:30am ET | $111.15 | 79 | $8,780.85 | $8,891.51 |
+$29.23 (+0.3%) |
⏰ 30 Day Max
1d held |
|
| 21 | 🟢 BUY | Aug 19, 2026 9:30am ET | $111.30 | 79 | $8,792.54 | — | — | — |
| 🔴 SELL | Aug 20, 2026 9:30am ET | $111.54 | 79 | $8,811.66 | $8,910.63 |
+$19.12 (+0.2%) |
⏰ 30 Day Max
1d held |
|
| 22 | 🟢 BUY | Aug 21, 2026 1:15pm ET | $111.43 | 79 | $8,802.97 | — | — | — |
| 🔴 SELL | Aug 24, 2026 9:30am ET | $112.82 | 79 | $8,912.39 | $9,020.05 |
+$109.42 (+1.2%) |
⏰ 30 Day Max
2.8d held |
|
| 23 | 🟢 BUY | Aug 21, 2026 1:15pm ET | $111.43 | 79 | $8,802.97 | — | — | — |
| 🔴 SELL | Aug 26, 2026 9:30am ET | $108.50 | 79 | $8,571.50 | $8,788.58 |
$-231.47 (-2.6%) |
🛑 -10% Stop
4.8d held |
|
| 24 | 🟢 BUY | Aug 27, 2026 9:30am ET | $108.84 | 80 | $8,707.20 | — | — | — |
| 🔴 SELL | Aug 27, 2026 9:50am ET | $107.60 | 80 | $8,608.00 | $8,689.38 |
$-99.20 (-1.1%) |
🛑 -10% Stop
20m held |
|
| 25 | 🟢 BUY | Aug 28, 2026 1:05pm ET | $110.21 | 78 | $8,595.99 | — | — | — |
| 🔴 SELL | Aug 31, 2026 9:30am ET | $109.56 | 78 | $8,545.68 | $8,639.07 |
$-50.31 (-0.6%) |
⏰ 30 Day Max
2.9d held |
|
| 26 | 🟢 BUY | Sep 1, 2026 9:30am ET | $109.29 | 79 | $8,633.91 | — | — | — |
| 🔴 SELL | Sep 1, 2026 2:40pm ET | $108.11 | 79 | $8,540.30 | $8,545.45 |
$-93.61 (-1.1%) |
🛑 -10% Stop
5.2h held |
|
| 27 | 🟢 BUY | Sep 2, 2026 3:50pm ET | $108.37 | 78 | $8,452.86 | — | — | — |
| 🔴 SELL | Sep 3, 2026 9:30am ET | $109.70 | 78 | $8,556.60 | $8,649.19 |
+$103.74 (+1.2%) |
⏰ 30 Day Max
17.7h held |
|
| 28 | 🟢 BUY | Sep 4, 2026 9:30am ET | $109.86 | 78 | $8,569.08 | — | — | — |
| 🔴 SELL | Sep 4, 2026 10:05am ET | $108.69 | 78 | $8,478.21 | $8,558.32 |
$-90.87 (-1.1%) |
🛑 -10% Stop
35m held |
|
| 29 | 🟢 BUY | Sep 8, 2026 10:05am ET | $108.63 | 78 | $8,472.75 | — | — | — |
| 🔴 SELL | Sep 8, 2026 3:40pm ET | $107.48 | 78 | $8,383.44 | $8,469.01 |
$-89.31 (-1.1%) |
🛑 -10% Stop
5.6h held |
|
| 30 | 🟢 BUY | Sep 9, 2026 3:40pm ET | $106.74 | 79 | $8,432.46 | — | — | — |
| 🔴 SELL | Sep 10, 2026 9:30am ET | $107.10 | 79 | $8,460.90 | $8,497.45 |
+$28.44 (+0.3%) |
⏰ 30 Day Max
17.8h held |
|
| 31 | 🟢 BUY | Sep 11, 2026 9:45am ET | $106.57 | 79 | $8,419.03 | — | — | — |
| 🔴 SELL | Sep 14, 2026 9:30am ET | $107.48 | 79 | $8,490.60 | $8,569.02 |
+$71.57 (+0.9%) |
⏰ 30 Day Max
3d held |
|
| 32 | 🟢 BUY | Sep 15, 2026 1:50pm ET | $108.23 | 79 | $8,550.17 | — | — | — |
| 🔴 SELL | Sep 16, 2026 9:30am ET | $107.00 | 79 | $8,453.00 | $8,471.85 |
$-97.17 (-1.1%) |
🛑 -10% Stop
19.7h held |
|
| 33 | 🟢 BUY | Sep 17, 2026 10:00am ET | $103.94 | 81 | $8,419.54 | — | — | — |
| 🔴 SELL | Sep 18, 2026 9:30am ET | $104.86 | 81 | $8,493.26 | $8,545.56 |
+$73.71 (+0.9%) |
⏰ 30 Day Max
23.5h held |
|
| 34 | 🟢 BUY | Sep 21, 2026 3:25pm ET | $106.97 | 79 | $8,450.63 | — | — | — |
| 🔴 SELL | Sep 22, 2026 9:30am ET | $104.79 | 79 | $8,278.02 | $8,372.95 |
$-172.61 (-2.0%) |
🛑 -10% Stop
18.1h held |
|
| 35 | 🟢 BUY | Sep 23, 2026 9:30am ET | $100.19 | 83 | $8,315.77 | — | — | — |
| 🔴 SELL | Sep 24, 2026 9:30am ET | $99.43 | 83 | $8,252.69 | $8,309.87 |
$-63.08 (-0.8%) |
⏰ 30 Day Max
1d held |
Started with: $10,000.00
Total Invested:
$10,000.00
Ended with:
$8,309.87
Net Profit/Loss:
$-1,690.13
Total Return:
-16.90%