SCHW
FinancialsCharles Schwab Corporation
Investment Banking & Brokerage
14-Day MFI Score
56.11
Signal Status
—
Signal strength 30% — conviction of the current signal (0–100)
Money Flow Index (14D)
56.11 / 100
Momentum Inflow
Relative Strength vs SPY
-4.8%
20-Day Trend Momentum
Volume Z-Score
-0.14
Volume vs 20-day average (−3σ … +3σ) · normal range
28-Yr Backtest Rank
Top 13.4%
Deterministic Historical Percentile
Daily Bars — SCHW
Latest 13F Institutional Positions
| Institutional Filer | CIK | Shares Held | Quarterly Shift |
|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0000884546 | 1,169,970,986 | +1.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0001141802 | 400,240,578 | +2.4% |
| Financial Engines Advisors L.L.C. | 0001420473 | 378,537,186 | -2.3% |
| Empower Advisory Group, LLC | 0001978885 | 276,668,176 | +4.2% |
| Creative Planning | 0001540235 | 230,309,526 | +1.0% |
Top-5 holders by shares held, latest 13F snapshot (Δshares disclosed per filing). Quarterly shift = % change in position.
Qualitative Tear Sheet
Tear sheet can be requested from our qualitative research AdCho.com
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