SCHW Anchor's Analysis
Last 3 Months: 2026-03-21 to present • 36 trades in period
-2.02%
Last 3 Months Return
$8,397.23
Current Value
50%
Win Rate
$8,570.58
Period Start
PHASE 0: RANGING
No strong directional signal. Monitor for regime shift.
Fear & Greed
23
Extreme Fear
VIX
18.4
NORMAL
10Y Yield
4.49%
ELEVATED
Yield Curve
+0.27%
NORMAL
HY Spread
2.63
CALM
🌍 Kp Index
🟡 1.8
Unsettled
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 Jun 20, 2026
12
Lifetime
Confidence: 100%
Quality Components
Return-to-Risk
0.0/35
Total Return
0.0/25
Win Rate
7.0/15
Profit Factor
0.0/15
Consistency
5.3/10
Raw Quality
12.4/100
× Confidence 1.00
= 12.3
30-Day Momentum
13
-1.0%
30d Return
50%
Win Rate
12
Trades
0.9×
Profit Factor
Quality: 13.8
Conf: 0.93×
Steady (+0 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
4,836
Timeframe
5-Minute Bars
Period Range
2026-03-23 → 2026-06-18
Trading Days
62 days
Data Gaps
None (3 market holidays)
Market Closed (3 days)
2026-04-03 — Good Friday, 2026-05-25 — Memorial Day, 2026-06-19 — Juneteenth
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
$8,570.58
Current Value
$8,397.23
Period P&L
$-173.35
Max Drawdown
-24.5%
Sharpe Ratio
0.00
Trade Statistics (Last 3 Months)
Trades in Period
36
Winners / Losers
18 /
18
Best Trade
+3.19%
Worst Trade
-2.64%
Avg Trade Return
-0.00%
Avg Hold Time
1.1d
💰 Trading Cost Analysis (Alpaca Fees) (Last 3 Months)
Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$617,478.03
Estimated Fees
$0.00
Gross P&L
$-173.35
Net P&L (after fees)
$-173.35
Gross Return
-2.02%
Net Return (after fees)
-2.02%
✅ 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: 62 trading days
🎯 Trade markers show BUY (▲) and SELL (▼) points
Trade History (Last 3 Months - 36 trades)
How to Read This Table
Each row is one complete trade cycle (BUY → HOLD → SELL). Anchor had $8,570.58 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 | Mar 20, 2026 10:15am ET | $93.64 | 90 | $8,427.15 | — | — | — |
| 🔴 SELL | Mar 23, 2026 9:30am ET | $95.87 | 90 | $8,628.30 | $8,638.98 |
+$201.15 (+2.4%) |
⏰ 30 Day Max
3d held |
|
| 2 | 🟢 BUY | Mar 24, 2026 9:30am ET | $95.56 | 90 | $8,599.95 | — | — | — |
| 🔴 SELL | Mar 25, 2026 9:30am ET | $96.12 | 90 | $8,650.80 | $8,689.83 |
+$50.85 (+0.6%) |
⏰ 30 Day Max
1d held |
|
| 3 | 🟢 BUY | Mar 26, 2026 9:30am ET | $94.68 | 91 | $8,615.43 | — | — | — |
| 🔴 SELL | Mar 27, 2026 9:30am ET | $93.96 | 91 | $8,549.91 | $8,624.31 |
$-65.52 (-0.8%) |
⏰ 30 Day Max
1d held |
|
| 4 | 🟢 BUY | Mar 30, 2026 12:10pm ET | $93.08 | 92 | $8,563.36 | — | — | — |
| 🔴 SELL | Mar 31, 2026 9:30am ET | $93.91 | 92 | $8,639.95 | $8,700.90 |
+$76.59 (+0.9%) |
⏰ 30 Day Max
21.3h held |
|
| 5 | 🟢 BUY | Apr 1, 2026 9:50am ET | $93.24 | 93 | $8,670.86 | — | — | — |
| 🔴 SELL | Apr 1, 2026 10:25am ET | $91.12 | 93 | $8,474.16 | $8,504.21 |
$-196.69 (-2.3%) |
🛑 -10% Stop
35m held |
|
| 6 | 🟢 BUY | Apr 2, 2026 2:05pm ET | $93.59 | 90 | $8,423.10 | — | — | — |
| 🔴 SELL | Apr 6, 2026 9:30am ET | $93.85 | 90 | $8,446.50 | $8,527.61 |
+$23.40 (+0.3%) |
⏰ 30 Day Max
3.8d held |
|
| 7 | 🟢 BUY | Apr 7, 2026 9:30am ET | $91.81 | 92 | $8,446.52 | — | — | — |
| 🔴 SELL | Apr 8, 2026 9:30am ET | $94.74 | 92 | $8,715.62 | $8,796.71 |
+$269.10 (+3.2%) |
⏰ 30 Day Max
1d held |
|
| 8 | 🟢 BUY | Apr 9, 2026 9:35am ET | $95.97 | 91 | $8,733.27 | — | — | — |
| 🔴 SELL | Apr 10, 2026 9:30am ET | $97.25 | 91 | $8,849.30 | $8,912.74 |
+$116.03 (+1.3%) |
⏰ 30 Day Max
23.9h held |
|
| 9 | 🟢 BUY | Apr 13, 2026 9:30am ET | $94.57 | 94 | $8,889.58 | — | — | — |
| 🔴 SELL | Apr 14, 2026 9:30am ET | $97.14 | 94 | $9,131.16 | $9,154.32 |
+$241.58 (+2.7%) |
⏰ 30 Day Max
1d held |
|
| 10 | 🟢 BUY | Apr 15, 2026 12:15pm ET | $99.32 | 92 | $9,137.44 | — | — | — |
| 🔴 SELL | Apr 16, 2026 9:30am ET | $96.69 | 92 | $8,895.94 | $8,912.82 |
$-241.50 (-2.6%) |
🛑 -10% Stop
21.3h held |
|
| 11 | 🟢 BUY | Apr 17, 2026 9:40am ET | $91.84 | 97 | $8,908.48 | — | — | — |
| 🔴 SELL | Apr 17, 2026 9:50am ET | $90.69 | 97 | $8,796.93 | $8,801.27 |
$-111.55 (-1.3%) |
🛑 -10% Stop
10m held |
|
| 12 | 🟢 BUY | Apr 20, 2026 11:35am ET | $92.97 | 94 | $8,739.65 | — | — | — |
| 🔴 SELL | Apr 21, 2026 9:30am ET | $93.45 | 94 | $8,784.52 | $8,846.14 |
+$44.87 (+0.5%) |
⏰ 30 Day Max
21.9h held |
|
| 13 | 🟢 BUY | Apr 22, 2026 9:30am ET | $92.15 | 95 | $8,754.25 | — | — | — |
| 🔴 SELL | Apr 23, 2026 9:30am ET | $91.21 | 95 | $8,665.31 | $8,757.20 |
$-88.94 (-1.0%) |
🛑 -10% Stop
1d held |
|
| 14 | 🟢 BUY | Apr 24, 2026 11:35am ET | $89.29 | 98 | $8,750.42 | — | — | — |
| 🔴 SELL | Apr 27, 2026 9:30am ET | $88.24 | 98 | $8,647.03 | $8,653.81 |
$-103.39 (-1.2%) |
🛑 -10% Stop
2.9d held |
|
| 15 | 🟢 BUY | Apr 28, 2026 10:00am ET | $90.45 | 95 | $8,592.75 | — | — | — |
| 🔴 SELL | Apr 29, 2026 9:30am ET | $90.69 | 95 | $8,615.55 | $8,676.61 |
+$22.80 (+0.3%) |
⏰ 30 Day Max
23.5h held |
|
| 16 | 🟢 BUY | Apr 30, 2026 9:30am ET | $90.39 | 95 | $8,587.52 | — | — | — |
| 🔴 SELL | May 1, 2026 9:30am ET | $92.07 | 95 | $8,747.12 | $8,836.21 |
+$159.60 (+1.9%) |
⏰ 30 Day Max
1d held |
|
| 17 | 🟢 BUY | May 4, 2026 9:30am ET | $91.35 | 96 | $8,769.60 | — | — | — |
| 🔴 SELL | May 5, 2026 9:30am ET | $91.73 | 96 | $8,806.08 | $8,872.69 |
+$36.48 (+0.4%) |
⏰ 30 Day Max
1d held |
|
| 18 | 🟢 BUY | May 6, 2026 9:40am ET | $92.14 | 96 | $8,845.92 | — | — | — |
| 🔴 SELL | May 7, 2026 9:30am ET | $92.13 | 96 | $8,844.00 | $8,870.77 |
$-1.92 (-0.0%) |
⏰ 30 Day Max
23.8h held |
|
| 19 | 🟢 BUY | May 8, 2026 10:05am ET | $88.81 | 99 | $8,792.19 | — | — | — |
| 🔴 SELL | May 11, 2026 9:30am ET | $88.81 | 99 | $8,792.19 | $8,870.77 |
$0.00 (+0.0%) |
⏰ 30 Day Max
3d held |
|
| 20 | 🟢 BUY | May 12, 2026 3:40pm ET | $90.00 | 98 | $8,820.00 | — | — | — |
| 🔴 SELL | May 13, 2026 9:30am ET | $89.68 | 98 | $8,788.64 | $8,839.41 |
$-31.36 (-0.4%) |
⏰ 30 Day Max
17.8h held |
|
| 21 | 🟢 BUY | May 14, 2026 9:30am ET | $91.11 | 97 | $8,838.15 | — | — | — |
| 🔴 SELL | May 14, 2026 9:50am ET | $90.08 | 97 | $8,737.76 | $8,739.02 |
$-100.39 (-1.1%) |
🛑 -10% Stop
20m held |
|
| 22 | 🟢 BUY | May 15, 2026 11:25am ET | $91.56 | 95 | $8,698.20 | — | — | — |
| 🔴 SELL | May 15, 2026 12:10pm ET | $90.22 | 95 | $8,570.90 | $8,611.72 |
$-127.30 (-1.5%) |
🛑 -10% Stop
45m held |
|
| 23 | 🟢 BUY | May 18, 2026 12:10pm ET | $92.31 | 93 | $8,584.37 | — | — | — |
| 🔴 SELL | May 19, 2026 9:30am ET | $91.82 | 93 | $8,539.26 | $8,566.61 |
$-45.11 (-0.5%) |
⏰ 30 Day Max
21.3h held |
|
| 24 | 🟢 BUY | May 20, 2026 9:30am ET | $91.97 | 93 | $8,553.67 | — | — | — |
| 🔴 SELL | May 20, 2026 11:05am ET | $91.04 | 93 | $8,466.26 | $8,479.19 |
$-87.42 (-1.0%) |
🛑 -10% Stop
1.6h held |
|
| 25 | 🟢 BUY | May 21, 2026 11:05am ET | $89.82 | 94 | $8,443.55 | — | — | — |
| 🔴 SELL | May 22, 2026 9:30am ET | $90.56 | 94 | $8,512.64 | $8,548.28 |
+$69.09 (+0.8%) |
⏰ 30 Day Max
22.4h held |
|
| 26 | 🟢 BUY | May 26, 2026 9:30am ET | $89.71 | 95 | $8,521.98 | — | — | — |
| 🔴 SELL | May 27, 2026 9:30am ET | $88.83 | 95 | $8,439.32 | $8,465.63 |
$-82.65 (-1.0%) |
⏰ 30 Day Max
1d held |
|
| 27 | 🟢 BUY | May 28, 2026 9:30am ET | $85.21 | 99 | $8,436.28 | — | — | — |
| 🔴 SELL | May 28, 2026 10:40am ET | $84.32 | 99 | $8,347.68 | $8,377.03 |
$-88.60 (-1.1%) |
🛑 -10% Stop
1.2h held |
|
| 28 | 🟢 BUY | May 29, 2026 2:55pm ET | $87.05 | 96 | $8,356.80 | — | — | — |
| 🔴 SELL | Jun 1, 2026 9:30am ET | $86.99 | 96 | $8,351.04 | $8,371.27 |
$-5.76 (-0.1%) |
⏰ 30 Day Max
2.8d held |
|
| 29 | 🟢 BUY | Jun 2, 2026 9:30am ET | $88.12 | 94 | $8,283.28 | — | — | — |
| 🔴 SELL | Jun 2, 2026 10:00am ET | $87.17 | 94 | $8,193.98 | $8,281.97 |
$-89.30 (-1.1%) |
🛑 -10% Stop
30m held |
|
| 30 | 🟢 BUY | Jun 3, 2026 10:00am ET | $86.88 | 95 | $8,253.60 | — | — | — |
| 🔴 SELL | Jun 3, 2026 10:15am ET | $85.93 | 95 | $8,163.35 | $8,191.72 |
$-90.25 (-1.1%) |
🛑 -10% Stop
15m held |
|
| 31 | 🟢 BUY | Jun 4, 2026 2:25pm ET | $87.96 | 93 | $8,179.82 | — | — | — |
| 🔴 SELL | Jun 5, 2026 9:30am ET | $88.84 | 93 | $8,262.12 | $8,274.02 |
+$82.30 (+1.0%) |
⏰ 30 Day Max
19.1h held |
|
| 32 | 🟢 BUY | Jun 8, 2026 9:30am ET | $88.05 | 93 | $8,188.65 | — | — | — |
| 🔴 SELL | Jun 9, 2026 9:30am ET | $88.13 | 93 | $8,195.63 | $8,280.99 |
+$6.97 (+0.1%) |
⏰ 30 Day Max
1d held |
|
| 33 | 🟢 BUY | Jun 10, 2026 9:30am ET | $88.24 | 93 | $8,205.86 | — | — | — |
| 🔴 SELL | Jun 11, 2026 9:30am ET | $89.44 | 93 | $8,317.92 | $8,393.06 |
+$112.07 (+1.4%) |
⏰ 30 Day Max
1d held |
|
| 34 | 🟢 BUY | Jun 12, 2026 11:55am ET | $91.68 | 91 | $8,342.88 | — | — | — |
| 🔴 SELL | Jun 15, 2026 9:30am ET | $91.80 | 91 | $8,353.80 | $8,403.98 |
+$10.92 (+0.1%) |
⏰ 30 Day Max
2.9d held |
|
| 35 | 🟢 BUY | Jun 16, 2026 3:05pm ET | $92.97 | 90 | $8,367.75 | — | — | — |
| 🔴 SELL | Jun 17, 2026 9:30am ET | $93.86 | 90 | $8,446.95 | $8,483.18 |
+$79.20 (+0.9%) |
⏰ 30 Day Max
18.4h held |
|
| 36 | 🟢 BUY | Jun 18, 2026 9:40am ET | $93.75 | 90 | $8,437.05 | — | — | — |
| 🔴 SELL | Jun 18, 2026 12:10pm ET | $92.79 | 90 | $8,351.10 | $8,397.23 |
$-85.95 (-1.0%) |
🛑 -10% Stop
2.5h held |
Started with: $10,000.00
Total Invested:
$10,000.00
Ended with:
$8,397.23
Net Profit/Loss:
$-1,602.77
Total Return:
-16.03%