Screener

The Screener queries the market for Stock, Option, Covered Call, or Spread opportunities based on your preset criteria.

There are several predefined filters to assist your search. Screen for possible opportunities using criteria based on price, volatility or other indicators like volume, P/E ratio, Dividend as %, and more.

Navigate to the Toolbox tab and select Screener.

Creating a Screen

  1. Use the header tabs to select the Screener best fits your search.

  2. Place a check in the boxes next to the Criteria that you would like to include in your screener. Further define the parameters for the criteria by using the drop down menus or input boxes.

  3. Select which fields you would like to see in your results screen by using the checkboxes in the Field Layout section.

  4. When you've entered all the parameters, click Screen.

Saving a Screen

After creating a new screen, you have the opportunity to Save the screen by clicking Save As. Then, just enter a name in the text box and click Save.

 

Schwab does not recommend the use of technical analysis as a sole means of investment research.

This screening tool does not consider your particular investment objectives or financial situation and does not make personalized recommendations. The investment strategies and the securities shown may not be appropriate for you. You should evaluate each strategy in light of your investment objectives, financial situation, risk tolerance, and asset allocation plan. In the past, none of the strategies has dominantly outperformed the others over time. The screening criteria used for each strategy and the screening results represent one sample execution of the particular strategy. Schwab may change the screening criteria at any time. The screening criteria and the screened stocks shown may not match your needs. You can modify the criteria as you see fit. This tool should not be construed as an offer to sell or a solicitation of an offer to buy any security. Schwab and its affiliates, employees and consultants may have positions in the securities noted and may, as principal or agent, buy them from or sell them to customers. Schwab or its affiliates may perform or solicit investment banking or other services from any company issuing the securities noted. Schwab does not (1) guarantee the accuracy, timeliness, completeness or correct sequencing of the information, or (2) warrant any results from use of the information.

Commissions, taxes, and transaction costs are not included in any of these strategy discussions, but can affect final outcome and should be considered. Please contact a tax advisor to discuss the tax implications of these strategies. Many of the strategies described herein require the use of a margin account. With long options, investors may lose 100% of funds invested. In-the-money long puts need to be closed out prior to expiration, since exercising them could create short stock positions.

Options carry a high level of risk and are not suitable for all investors. Certain requirements must be met to trade options through Schwab. Multiple leg options strategies will involve multiple commissions. Covered Calls provide downside protection only to the extent of the premium received and limit upside potential to the strike price plus premium received. Spread trading must be done in a margin account. Please read the options disclosure document titled "Characteristics and Risks of Standardized Options."