ETF Screener

The Exchange-Traded Fund (ETF) Screener is a powerful tool found on Schwab.com, but now integrated into StreetSmart Edge®, which you can use to filter a universe of over 600 ETFs down to just a handful based on a multitude of criteria.

The ETF Screener has three main components:

• Predefined screens: These basic screens offer a starting point for those who want some pre-defined ideas. Each screen can be modified or run exactly as it is. Each predefined screen is based on a different investment and stock selection philosophy.
• Screen for ETFs: Choose from a variety of criteria to build a new ETF screen from scratch.
• My Saved Screens: Lets you retrieve your previously saved screens, as well as edit them once you've opened them.

Using Predefined Screens

• To simply view the results of a predefined screen, click the View Matches button under the name of the screen you want to see results for.

OR

1. To see the criteria and/or edit the criteria of a predefined screen, click on the screen name in the left-hand column. The criteria used in creating the screen will display on the right. Make any adjustments to the criteria as desired.

TIP: Click Add Custom Criteria to add new criteria to the screen. Choose from the list of criteria selections in the left-hand column.

2. When you are finished editing the predefined screen, you can either click the View Matches button to see the results or click the Save Screen button to save your changes.

Creating a New Screen

1. Click the New Screen button.
2. To add screening criteria, select criteria from the Choose Criteria menu on the left side.
3. Each criterion you select is then added to the panel on the right, and can then be refined by clicking range buttons or entering text/symbols. Some criteria allow you to enter an exact value rather than using the predefined choices to perform advanced screening.

TIP: To include a criterion without filtering: Select all the values by clicking them individually or click the Select All button.

4. As you choose each criterion your list is filtered and the number of stocks that match all the current criteria is shown. When you've applied all the criteria you wish you include in your screen, click the View Matches button to view the results.
5. The results will always show the symbol and name in addition to all the criteria used in the screen. Some columns may require you to scroll to the right to view. All result columns can be sorted by clicking the column header.

Viewing Results: The View by drop-down lets you choose the data you want to see for your screen results. The default is to see the columns you chose when setting up the screen, but you can also see columns just for Risk Analysis or Valuation or any of the other criteria groups.

Sorting Results: Click the column header to sort by an individual column. Click Advanced Sort to sort by multiple columns at once.

Start over: Click the New Screen or Reset Screen button.

Save a screen: Click the Save Screen button, give the screen a name, and click Save.

Modify a screen: Click the Modify Criteria button, or select new criteria from the menu on the left.

Delete Results from Screen: If you want to delete some ETFs from the results of your screen, put a check next to their name, then go to Next Steps > Delete to remove them.

Delete a Screen: Click My Saved Screens and click the X next to the name of the screen you want to delete.