Stock Screener Overview

Find possible trading opportunities with the Stock Screener, a powerful platform-based screening and signal generating tool. Match the screening criteria to your strategies with over 140 available filtering query choices. Select from a text and/or graphical view with the List Display.

To open, click in the Toolbar.

The key to creating useful queries is understanding which quantities and values to include in the query to get the desired results. For instance, if you look for stocks that are trending upward, you must understand which quantities are considered trend indicators and what characteristics of these quantities determine the direction of the trend. In other words, it’s not enough to just know that On Balance Volume is a trend indicator, you must also know that positive OBV indicates that the trend may continue.

There are many resources, outside of the scope of this online help, from which to learn about these indicators. Using the Education Weblink icon located on the toolbar you can access the Introduction to the Stock Screener & Stock Selection module located the Education page within the StreetSmart Pro® Center.

If after reading this section of the manual and experimenting with the Stock Screener you still are unable to create a query to suit your needs, consider using our built in queries to use as a guideline or call your Schwab Active Trader Broker for assistance.

With the Stock Screener, you have the ability to construct queries based on hundreds of variable combinations. These variables can be compared against each other or compared against a value set by you. Then, stocks meeting these criteria can be displayed in a list.

Each list view can contain up to 50 stocks and show up to 48 columns of data about each stock retrieved by the query, all of which can be moved, removed, added, subtracted and resized.

StreetSmart Pro® allows you to open up to 10 separate lists at once. The stock screener results are based on current quote information for the standard as well as the extended hours sessions.

Open the Stock Screener

Go to the Tools menu and select Start Tool.
Next to Stock Screener List and increase the field from 0 to 1 by using the up arrow located to the right of the field.
Click Start.
The Stock Screener Query window will automatically be displayed.

Click on the Stock Screener icon in the toolbar.

The Stock Screener query window will automatically be displayed, allowing you to view Built-In or User queries. Once you have opened the maximum number of Stock Screeners (10) the icon will become grayed out.

Built-In Queries

The Stock Screener feature provides many Built-In Queries that you might find useful. They may not be deleted, but can be edited for use as a starting point for your own User Queries. Go to Settings > Queries and click on the Built-In query you wish to use. Then click on View to edit and save your query with a new name.