STREETSMART PRO® STOCK SCREENER
Contents
1. If you saved the file as name then the file you just saved will be displayed under File gt Recently Viewed Query Files where Recently Viewed Query Files shows the name of your new file with a check mark to the left of it If you saved the file as an existing file name the file name will be displayed under File gt Recently Viewed Query Files but the new query added to the list will be located under User Queries The title bar will show a new line with File name of your file example shows Technology qry Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 335 StreetSmart Pro User Manual List 15 Day Sma 0 2 Above File View Settings Built In Queries User Queries 336 Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 Stock Screener Query Filter Descriptions last retrieved data every 15 seconds maximum High Highest price the stock has reached that day open Price at the most recent open Price at the most recent close updated at 6 a m Eastern Time Daily High Count Number of times a new High has been reached that day Daily Low Count Number of times a new Low has been reached that day Highest price a stock has reached in the past 52 weeks not including today 52 Wk Low Lowest price a stock has reached in the past 52 weeks not including today 52 Wk High Daily Shows the distance between the 52 Week High and the H2. YTD4 stock with cash dividends reinvested on the pay date for the period covering the most recent 4 fiscal years Total Return Rate of return representing the price appreciation of a YTD5 stock with cash dividends reinvested on the pay date for the period covering the most recent 5 fiscal years Total Return 3 Rate of return representing the price appreciation of a Mon stock with cash dividends reinvested on the pay date Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 345 StreetSmart Pro User Manual for the period covering the most recent fiscal quarter Total Return 6 Rate of return representing the price appreciation of a Mon stock with cash dividends reinvested on the pay date for the period covering the most recent 2 fiscal quarters Total Return 9 Rate of return representing the price appreciation of a Mon stock with cash dividends reinvested on the pay date for the period covering the most recent 3 fiscal quarters Dividend Payout Indicates the percentage of annual earnings paid out in Ratio dividends Calculated by dividing the indicated annual dividend rate by per share earnings Indicated dividend divided by 12mo EPS Held by Percentage of outstanding shares held by institutional Institutions investors Relative Strength Measures each stock s price performance compared to all other companies in the S amp P universe on a rolling 13 week basis Stock Exchan
3. must also select a relation from the pull down menu on the right i e greater than between etc and enter a number in the neighboring value field Two value fields will be used when Between is the selected relationship 3 Click on OK to run the query using the Primary Filter only and view the results in the List window REFRESH PERIOD Will recalculate and display your query as often as every 15 seconds or Never if you want the query output to remain constant Keep in mind that the more frequently your computer asks for refresh the more bandwidth your software will use SECONDARY FILTERS Secondary Filters enable you to further refine the query output In the left column is the list of Available Filters These will be used in conjunction with the fields at the bottom of the window to create the Selected Filters in the right column For instance if you created a filter based on Volume the Selected Filter will be called Volume and will include the filtering settings applied to it by you in the fields at the bottom of the window 1 2 3 Click on the desired Available Filter Click the gt gt to add the filter to the Selected Filters list on the right Under Select stocks whose choose whether to filter by just the variable the difference between the variable and another variable or the percent difference between the variable and another variable EXAMPLE 1 To set a filter that will only list stocks with a gr
4. price has changed over the last 60 days If today hasn t closed yet it uses the current price for today s close 60 Day Momentum Measures the amount that a security s price has from Close changed over the last 60 closes Money Flow Money Flow keeps a running total of the money flowing into and out of a security The direction of the Money Flow line is the important component to 342 Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 Stock Screener watch not the actual dollar amount This indicator can be used to confirm underlying strength or weakness of a price trend Money Flow Percent Money Flow Percent is also called Chaikin Money Flow It normalizes the Money Flow calculation above by dividing by the cumulative volume for the period Williams R Measures the percentage to which a stock is overbought or oversold based on the position of the current period s close to the range of prices over a time period 14 Day DM DI The basic Directional Movement trading system Positive involves comparing the 14 day DX Directional Indicator and the 14 day DX This can be done by plotting the two indicators on top of each other or by subtracting the DX from the DX The study indicates buying when the DX rises above the DX and selling when the DI falls below the DX 14 Day DM DI The basic Directional Movement trading system Negative involves comparing the 14 day DX Direction
5. 1 by using the up arrow located to the right of the field 3 Click Start The Stock Screener Query window will automatically be displayed or e Click on the Stock Screener icon the toolbar 326 Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 Stock Screener 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 TIP 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 gt 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 Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 327 StreetSmart Pro User Manual Creating Stock Screener Queries To create a new query click User Queries gt New Query To edit an existing query clicking on User Queries gt Edit Query lt TIPS e Going to User Queries gt Edit Query when you are currently viewing Built In query you can see how the query is constructed This is an excellent method of learning to use the Stock Screener e When editing a Built In query you must rename it in the Query field Edit Query
6. Query Name Refresh Penod Never Primary Filter Required Fromthe Current Price v List Select the Top 20 Values Secondary Filters Optional Available Filters Selected Filters 52 Week High Select stocks whose Description Cancel PRIMARY FILTER In the Primary Filter you will query the broadest or most fundamental parameter in your list of criteria such as Current Price between 10 and 20 Volume greater than 1 000 000 etc The pool of data this creates will be narrowed when or if you add Secondary Filters 1 Choose the variable to query from the pull down menu next to From the Criteria List 2 Choose to query the 328 Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 Stock Screener Top Gives you the top N stocks N is the number you enter in the Values field sorted by the query variable that meets the query and filter requirements For example if you query Volume for the top 20 stocks your base query will consist of the 20 highest volume stocks Bottom Gives you the bottom N stocks N is the number you enter in the Bottom field sorted by the query variable that meet the query and filter requirements For example if you query Change from Open for the bottom 20 stocks your base query will consist of the 20 stocks with the lowest number when subtracting Current Price from Open price usually negative numbers Values To use this option you
7. STREETSMART PRO STOCK SCREENER 10 csictiecadnsticcectetiudecceteecsacetscdeccudavdaddetiedeccstvuseusetsvcaccstacscsdcsas 325 Stock Screener Overview 326 Creating Stock Screener 6 6 328 Screener Eist VleEW ne a EEEE 331 Stock Screener List nennen 332 Saving Screener QUeries une eier sn 335 Query Filter Deseripti nS serer alas 337 325 StreetSmart Pro User Manual 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
8. 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 b located on the toolbar you can access the Introduction to the Stock Screener amp 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 1 Go to the Tools menu and select Start Tool 2 Next to Stock Screener List and increase the field from 0 to
9. al Indicator and the 14 day DX This can be done by plotting the two indicators on top of each other or by subtracting the DX from the DX The study indicates buying when the DI rises above the DX and selling when the DI falls below the DX 14 Day Directional The Directional Movement study indicates the strength Movement DX of a trend independent of whether that trend is up or down The study combines several components DX measures upward moves DI measures downward moves DX combines DX and DX and ADX is a smoothed version of DX 14 Day Average Assesses the strength of current trends in a stock s DM ADX movement as well as helping point out when a market may be changing from trending to non trending and vice versa ADX is calculated by taking a modified moving average of DX PE Ratio Price Earnings Ratio measures how expensive a stock is i e the cost an investor in a stock must pay per point of current annual earnings EPS Ratio Earnings per Share shows net income divided by the number of shares of a company participating in the profits This gives a good indication of the earnings ability of a company Dividend Taxable payment declared by a company s board of directors and given to its shareholders out of the company s current or retained earnings Market Cap Market value of all of a company s outstanding shares PS Ratio Price to Sales Ratio shows a stock s capitalization Copyright Charles Schwab a
10. b amp Co Inc 2006 All rights reserved 0106 5667 Stock Screener Saving Screener Queries There are two ways to save and view queries that you create Follow the steps under Creating Stock Screener Queries to set up your own queries if you are not familiar with this process CREATING QUERIES WITHOUT SAVING 1 2 After creating your query and clicking the OK button your query will automatically be saved under the User Queries option in the menu bar It does not save it as a separate file to your computer Your new query s will appear at the top of the list under Settings gt Queries because the software automatically saves your query for later viewing into the same file as the built in queries However you will not see your new queries in the Built In drop down list under Built In Queries CREATING QUERIES AND SAVING THEM TO A FILE 1 2 Create your new query and click OK Then go to File gt Save Query File As A pop up box will appear allowing you to save the query to your computer s hard drive Select the location where you wish to save the query Saving your query in the same place as the built in query will make it easier to find all of the queries in one location Select the name you wish to attach to your newly created query list or you can add to previously saved query list to add the new query to an existing list of queries You will be prompted whether or not to overwrite the file Click OK
11. e market hasn t closed yet it uses the current price for today s close 200 Day SMA Average of the last 200 days close values including today If the market hasn t closed yet it uses the current price for today s close 15 Day EMA While similar to the SMA above the exponential Exponential moving average uses a smoothing factor to give Moving Average more weight to recent prices while still allowing all data in the window to influence the average 20 Day EMA While similar to the SMA above the exponential moving average uses a smoothing factor to give more weight to recent prices while still allowing all data in the window to influence the average 50 Day EMA While similar to the SMA above the exponential moving average uses a smoothing factor to give more weight to recent prices while still allowing all data in the window to influence the average 60 Day EMA While similar to the SMA above the exponential moving average uses a smoothing factor to give more weight to recent prices while still allowing all data in the window to influence the average 100 Day EMA While similar to the SMA above the exponential moving average uses a smoothing factor to give more weight to recent prices while still allowing all 340 Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 Stock Screener data in the window to influence the average 120 Day EMA While similar to the SMA above the expon
12. e period Return on Equity Net income including discontinued operations but before extraordinary items expressed as a of common shareholders equity for the most recent fiscal year Generally used as a measure of management effectiveness Return on Asset Net income including discontinued operations but before extraordinary items expressed as a of total assets for the most recent fiscal year Used in industry analysis and as a measure of asset use efficiency Yield Indicated annual dividend rate per common share divided by the latest stock price expressed in percentage terms Total Return Rate of return representing the price appreciation of a YTDO stock with cash dividends reinvested on the pay date from the beginning of the current fiscal year to the most recent full week of the fiscal year Total Return Rate of return representing the price appreciation of a YTD1 stock with cash dividends reinvested on the pay date for the period covering the most recent fiscal year Total Return Rate of return representing the price appreciation of a YTD2 stock with cash dividends reinvested on the pay date for the period covering the most recent 2 fiscal years Total Return Rate of return representing the price appreciation of a YTD3 stock with cash dividends reinvested on the pay date for the period covering the most recent 3 fiscal years Total Return Rate of return representing the price appreciation of a
13. e the up and down arrows to adjust the number of columns Click OK 3 Column Name You can change the order of the columns by right clicking on the column header A list will pop up with all the column choices Click on a different column name to replace the one currently in that position For example if Volume is in column two but you want High there right click on the Volume column heading and scroll until you find High NOTE If High is already a column in the list it will simply switch places with Volume If High is not in the list already Volume will be replaced Selecting Settings gt Reset Columns you will reset all columns of the currently viewed list for both Built In Queries as well as User Queries The first column will be reset to the Symbol Name The second column will be reset to match the Primary Filter of the query The remaining columns will change to a pre determined order up to the number of columns in the stock list Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 331 StreetSmart Pro User Manual Stock Screener List Menu FILE Load Query File Save Query File Page Setup Recently Viewed Query Files VIEW Query Description New Item List SETTINGS e Click to load previously saved Query files e Once loaded the list of queries in your file will appear in the File menu as a Recently Viewed Query File see below e Saves queries you ha
14. eater than 15 change from open choose Change from Open in the Available Filters list and click the gt gt button to move it to Selected Filters The rest of the query should read Select stocks whose Change from Open is greater than 15 EXAMPLE 2 To set a filter that will only list stocks with a current Volume greater than their one month average volume choose Volume in the Available Filters list and click the gt gt button to move it to Selected Filters The rest of the query should read Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 329 StreetSmart Pro User Manual 330 Select stocks whose Volume is greater than 1 Month Avg Volume EXAMPLE To set a filter that will only list stocks that are 0 165 or less off their 52 week high choose Current Price in the Available Filters list and click the gt gt button to move it to Selected Filters The rest of the query should read Select stocks whose difference between Current Price and 52 Week High is less than or equal to 0 165 e EXAMPLE 4 To set a filter that will only list stocks within 2 above their 60 Day Simple Moving Average SMA choose Current Price in the Available Filters list and click the gt gt button to move it to Selected Filters The rest of the query should read Select stocks whose difference between Current Price and 60 Day SMA is greater than or equal to 2 To edit a Selected Fil
15. ence between the average close for the last 20 Avg Close days and the Current Price expressed as a percentage i e difference between 20 Day Avg Close and Current Price divided by 20 Day Avg Close Chg from 1 Month Difference between the average close for the last Avg Close month and the Current Price expressed as a point value Chg from 1 Difference between the average close for the last Month Avg Close month and the Current Price expressed as a percentage i e difference between 1 Month Avg Close and Current Price divided by 1 Month Avg Close Chg from 6 Month Difference between the average close for the last 6 338 Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 Stock Screener Avg Close months and the Current Price expressed as a point value Chg from 6 Difference between the average close for the last 6 Month Avg Close months and the Current Price expressed as a percentage i e difference between 6 Month Avg Close and Current Price divided by 6 Month Avg Close Chg from YTD Avg Difference between the average close for the last year Close and the Current Price expressed as a point value Chg from YTD Difference between the average close for the last year Avg Close and the Current Price expressed as percentage i e difference between YTD Avg Close and Current Price divided by YTD Avg Close Chg from Beg of Difference between the beginning of the month open Month Open price and
16. ential moving average uses a smoothing factor to give more weight to recent prices while still allowing all data in the window to influence the average Rate of Chg Change in price between the current price and the close 6 days ago divided by the price 6 days ago 10 Day RSI Relative Strength Index indicates the degree of positive and negative movement by the stock on a scale of 0 weakest to 100 strongest Determined by figuring the ratio of the average up closes for the last 9 days using today s Current Price for the 10th day divided by the sum of the average up closes and the average down closes for the same period This ratio is multiplied by 100 10 Day RSI from Relative Strength Index indicates the degree of Close positive and negative movement by the stock on a scale of 0 weakest to 100 strongest Determined by figuring the ratio of the average up closes for the last 10 days not including today if prior to close divided by the sum of the average up closes and the average down closes for the same period This ratio is multiplied by 100 30 Day RSI Relative Strength Index indicates the degree of positive and negative movement by the stock on a scale of 0 weakest to 100 strongest Determined by figuring the ratio of the average up closes for the last 29 days using today s Current Price for the 30th day divided by the sum of the average up closes and the average down closes for the same period This ratio is multipl
17. et to match the Primary Filter of the query you are currently viewing Allows you to select the font weight and size for text used in the Graph window Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 333 StreetSmart Pro User Manual Colors Allows you to choose the foreground and background text colors to suit your preferences BUILT IN QUERIES Included with your software are several pre designed queries that you may find useful They may not be edited or deleted but they can be used as a starting point for your own User Queries Click Settings gt Queries in the Stock Screener menu Click on the Built In query you wish to start with Click View Make any desired edits to the query Change the Query Name at the top of the window and click OK to save the query USER QUERIES New Query Click on this feature to create your own Stock Screener queries See Creating Screener Queries for instructions on creating queries of your own Edit Query Allows you to edit the current query or if you are viewing a Built In Query you can edit it and save under a new name with this feature See Creating Screener Queries for instructions on creating editing queries Loaded Queries This list shows all the User Queries in the current file Click on the one you wish to view To load a query file go to File gt Load Query File and select the file you wish to open 334 Copyright Charles Schwa
18. ge Shows the exchange NYSE NASDAQ etc on which the stock trades S amp P Stars S amp P s fundamental analysis and evaluation of the short term six to 12 month appreciation potential of stocks Based on a ranking system of one to five stars S amp P Star Rankings are available for about 1 000 select stocks A definition of the rankings are as follows e 5 BUY Expected to be among the best performers over the next 12 months and rise in price 4 ACCUMULATE Expected to be an above average performer 3 HOLD Expected to be an average performer 2 AVOID Likely to be a below average performer 1 SELL Expected to be a well below average performer and fall in price S amp P Earning amp Measures the historical growth and stability of a Dividend Ranking company s earnings and dividends for the past 10 years The Ranking System has various grades A Highest A High A Above Average B Average B Below Average 346 Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 Stock Screener B Lower e Lowest e D In Reorganization and e NR No Ranking NOTE An NR designation no ranking is given to common stocks with insufficient historical data or because the stock is not amenable to the ranking process Asa matter of policy Standard amp Poor s does not rank the stock of foreign companies investment companies and certain finance oriented com
19. ied by 100 30 Day RSI from Relative Strength Index indicates the degree of Close positive and negative movement by the stock on a scale of 0 weakest to 100 strongest Determined by figuring the ratio of the average up closes for the last 30 days not including today if prior to close divided by the sum of the average up closes and the average down closes for the same period This ratio is multiplied by 100 50 Day RSI Relative Strength Index indicates the degree of positive and negative movement by the stock on a scale of 0 weakest to 100 strongest Determined by figuring the ratio of the average up closes for the last 49 days using today s Current Price for the 50th day divided by the sum of the average up closes and the average down closes for the same period This ratio is multiplied by 100 50 Day RSI from Relative Strength Index indicates the degree of Close positive and negative movement by the stock on a Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 341 StreetSmart Pro User Manual scale of 0 weakest to 100 strongest Determined by figuring the ratio of the average up closes for the last 50 days not including today if prior to close divided by the sum of the average up closes and the average down closes for the same period This ratio is multiplied by 100 Along with D is part of the stochastic indicator Shows the price level of a stock in relation to its price
20. igh Daily High i e if the stock s 52 week high is 45 and the daily high is 42 this column will show a 3 52 Wk Low Daily Shows the difference between the 52 Week Low and Low the Daily Low i e if the stock s 52 week low is 7 and the daily low is 8 this column will show a 1 Previous Day s High Highest price a stock reached the previous trading day 5 Day High Highest price the stock has reached over the last five days not including today 20 Day High Highest price the stock has reached over the last 20 days not including today Highest price the stock has reached over the last month not including today YTD High Highest price the stock has reached over the last year not including today Previous Day s Low Lowest price a stock reached the previous trading day 5 Day Low Lowest price the stock has reached over the last five days not including today 20 Day Low Lowest price the stock has reached over the last 20 days not including today 1 Month Low Lowest price the stock has reached over the last month not including today YTD Low Lowest price the stock has reached over the last year Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 337 StreetSmart Pro User Manual not including today Difference between most recent open and close prices expressed as a point value Open Close Gap Difference between most recent Open and Close prices expressed as a percentage 100 Open Cl
21. ive to the overall market P E Ratio Latest Ratio derived by dividing closing stock price by most Actual recent actual fiscal year earnings per share Negative P E ratios or those greater than 99 are not considered meaningful and are not displayed P E Ratio Ratio derived by dividing closing stock price by latest Estimated consensus estimate Negative P E ratios or those greater than 99 are not considered meaningful and are not displayed Relative P E Ratio Company s Trailing Twelve Month TTM P E ratio relative to divided by the TTM P E ratio of the S amp P 500 5 Yr Projected Compounded earnings growth rate projected for the Growth Rate next five years based on the last actual reported 344 Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 Stock Screener annual earnings and estimated consensus growth rates as provided by I B E S Margin Net income for the latest reported full fiscal year including discontinued operations but before adjustments for dividends or extraordinary items divided by net sales and other operating revenues for the latest full fiscal year Sales Per Employee Sales for the latest fiscal year divided by the number of employees expressed as dollars per employee Employees is defined as the number of full time or full time equivalent employees Long Term Total long term debt for the most recent fiscal year Debt Equity divided by total equity for the sam
22. mp Co Inc 2006 All rights reserved 0106 5667 343 StreetSmart Pro User Manual divided by its sales over the previous 12 months Revenues minus cost of sales operating expenses and taxes over a given period of time Gross sales minus taxes interest depreciation and other expenses Revenue Total dollar amount collected for goods and services provided DPS Ratio Dividends per Share shows how much shareholders were paid in dividends per the number of shares issued Shares Outstanding Shows number of shares of a corporation which have been issued Recommend Buy Percentage of Buy recommendations from analysts covering the issue Recommend Percentage of Buy Hold recommendations from Buy Hold analysts covering the issue Recommend Percentage of Hold recommendations from analysts Hold covering the issue Recommend Percentage of Hold Sell recommendations from Hold Sell analysts covering the issue Recommend Sell Percentage of Sell recommendations from analysts covering the issue Num of Total number of recommendations from analysts Recommendations covering the issue Recommendation Average of recommendations from analysts covering Avg 1 0 Buy the issue 5 0 Sell Beta Value Indicates the volatility of a stock s price with dividends reinvested relative to the overall market The S amp P 500 stock price index is used as a benchmark for the overall market A beta greater than 1 0 indicates higher volatility relat
23. nths expressed as a percentage i e difference between Volume and 6 Month Avg Vol divided by Yesterday s Volume Volume over YTD Difference between current Volume and the average Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 339 StreetSmart Pro User Manual Avg Vol volume for the last year expressed as a percentage i e difference between Volume and YTD Avg Vol divided by Yesterday s Volume 10 Day SMA Simple Average of the last 10 days close values including Moving Average today If the market hasn t closed yet it uses the current price for today s close 15 Day SMA Average of the last 15 days close values including today If the market hasn t closed yet it uses the current price for today s close 20 Day SMA Average of the last 20 days close values including today If the market hasn t closed yet it uses the current price for today s close 50 Day SMA Average of the last 50 days close values including today If the market hasn t closed yet it uses the current price for today s close 60 Day SMA Average of the last 60 days close values including today If the market hasn t closed yet it uses the current price for today s close 100 Day SMA Average of the last 100 days close values including today If the market hasn t closed yet it uses the current price for today s close 120 Day SMA Average of the last 120 days close values including today If th
24. ose Close Change Close Change in the price from the previous day s Close expressed as a point value updated at 6 a m Eastern Time Change Close Change in the price from the previous day s Close expressed as percentage i e difference between Close and Current Price divided by Close updated at 6 a m Eastern Time Change Open Change in the price from the Open expressed as a point value Change Open Change in the price from the Open expressed as a percentage i e difference between Open and Current Price divided by Open Trading Range Shows the trading range for the current day i e intraday high intraday low Change of Range Percentage difference between the daily High and the from High Current Price as a percentage of the trading range for the day Change of Range Percentage difference between the daily Low and the from Low Current Price as a percentage of the trading range for the day Chg from 5 Day Avg Difference between the average close for the last five Close days and the Current Price expressed as a point value Chg from 5 Day Difference between the average close for the last five Avg Close days and the Current Price expressed as a percentage i e difference between 5 Day Avg Close and Current Price divided by 5 Day Avg Close Chg from 20 Day Difference between the average close for the last 20 Avg Close days and the Current Price expressed as a point value Chg from 20 Day Differ
25. panies So as not to be biased by future expectations the rankings are based on past events only The S amp P Ranking System does not use earnings and dividend estimates An S amp P ranking is not a recommendation to buy or sell the stock of a company S amp P common stock rankings should not be confused with debt quality ratings In S amp P 500 Indicates whether the stock is part of the Standard and Poor s 500 Index In S amp P Mid Cap 400 Indicates whether the stock is part of the Standard and Poor s Midcap 400 Index In S amp P Small Cap Indicates whether the stock is part of the Standard and 600 Poor s SmallCap 600 Index Shows the general industry classification of the company Healthcare Financial Technology Transportation etc GICS Industry A specific category describing the company s business activity Computer Peripherals Chemical Manufacturing Broadcasting Hotels amp Motels etc GICS Subindustry A subcategory within the company s Industry classification that further specifies the company s primary business activity Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 347
26. range over a given period D Along with is part of the stochastic indicator Shows the degree of smoothing or moving average period of K D Slow Similar in principle to D above except tends to show less market noise due by increasing the number of periods used in the calculation Bollinger Bands The center is a simple moving average The top and Top Middle bottom lines are placed n standard deviations above Bottom and below the centerline Since standard deviations are a measure of volatility the bands widen during volatile price action and contract when the trading range tightens Trend following momentum indicator that uses three exponential moving averages a short or fast average a long or slow average and an exponential average of their difference the last being used as a signal or trigger line above 20 Day Momentum Measures the amount that a security s price has changed over the last 20 days If today hasn t closed yet it uses the current price for today s close 20 Day Momentum Measures the amount that a security s price has from Close changed over the last 20 closes 40 Day Momentum Measures the amount that a security s price has changed over the last 40 days If today hasn t closed yet it uses the current price for today s close 40 Day Momentum Measures the amount that a security s price has from Close changed over the last 40 closes 60 Day Momentum Measures the amount that a security s
27. ter click on the filter you wish to change from the Selected Filters list Repeat steps 1 3 to add as many as 10 filters per individual query When you are finished building your query click OK You may also view the description of the selected query by clicking on Description Copyright Charles Schwab amp Co Inc 2006 All rights reserved 0106 5667 Stock Screener Screener List View Lists start with a group of default columns which you can adjust to view any of the variables available including any compound quantities such as High Current Price you created while building your query List 15 Day Sma 0 2 Above File View Settings Built In Queries User Queries Stock symbols and price and volume data shown here and in the software are for illustrative purposes only Charles Schwab amp Co its parent or affiliates and or its employees and or directors may have positions in securities referenced herein and may as principal or agent buy from or sell to clients Columns can be customized in three ways 1 Width Change the width of the columns by placing your cursor over the line between the column headers until the cursor changes to a double headed arrow Click and drag to compact or expand the column width 2 Number of Columns You can change the number of columns to view by clicking on Settings gt Columns in the menu bar right click within the window and choose Show Menu if it is hidden Us
28. the Current Price expressed as a point value Chg from Beg of Difference between the beginning of the year open Year Open price and the Current Price expressed as a point value Avg Volume 5 Day Average of the volume over the last five days Avg Volume 20 Average of the volume over the last 20 days Day Avg Volume 1 Average of the volume over the last month Month Avg Volume 6 Average of the volume over the last six months Month Avg Volume YTD Average of the volume over the last year Volume Over Difference between current Volume and yesterday s Yesterday s Vol volume expressed as a percentage i e difference between Volume and Yesterday s Volume divided by Yesterday s Volume Volume Over 5 Difference between current Volume and the average Day Avg Vol volume for the last five days expressed as a percentage i e difference between Volume and 5 Day Avg Vol divided by Yesterday s Volume Volume over 20 Difference between current Volume and the average Day Avg Vol volume for the last 20 days expressed as a percentage i e difference between Volume and 20 Day Avg Vol divided by Yesterday s Volume Volume over 1 Difference between current Volume and the average Month Avg Vol volume for the last month expressed as a percentage i e difference between Volume and 1 Month Avg Vol divided by Yesterday s Volume Volume over 6 Difference between current Volume and the average Month Avg Vol volume for the last 6 mo
29. ve created e You may save files either independently or as groups Once a query file has been saved you may save additional queries to the same file or under a different file name e See Saving Screener Queries for more information Enables you to customize the current page for printing Read the Printing Windows topic in the Getting Started section for more information Print query results here Save query results to a text file stk which can be imported into the Watch List window and various tickers within the software It can also be imported into Excel or opened in Notepad Shows a list of the most recently accessed User Query files Click on a query file to re load it Closes the List Window When enabled will open a separate window showing the text description of the current query Opens a separate panel at the bottom of the Screener window that displays new stocks as they are added to the list Note that if the refresh rate of the query is set to Never new stocks will not be added to the results and this panel will remain empty When enabled will display in the bottom bar of the window the number of stocks meeting the criteria of the query The Queries window gives you access to all Built In queries and User Queries that have been loaded see Load Query File above for more information on loading User Queries This window will 332 Copyright Charles Schwab amp Co Inc 2006 All rights reser
30. ved 0106 5667 Stock Screener allow you to add a New query View a Built In query Edit a User query Remove a User query or get the Description of the highlighted query To create a query based on a Built In query 1 Click on a Built In query in the list 2 Click on the View button 3 The query construction window will open allowing you to make changes to the query however you must change the name of the query to save it because Built In queries cannot be edited or deleted 4 See Creating Screener Queries for instructions on creating editing queries Move Columns you want to see in the List over to the Selected Columns Column data can also be changed by right clicking the Watch List column heading You can change the order of the column data by dragging the column heading box to the desired column location Long Names Abbreviations Select which format you would like for displaying the Sector Industry and Sub Industry columns Columns Available Columns Selected Columns Daily High Count Daily Low Count 52 Wk High 52 Wk Low 52 Wk High Daily High 52 Wk Low Daily Low Description Sector Industry S ub industry Long Names Abbreviations Reset Returns columns to their original layout and will reset the first Columns two columns of the list for both Built In Queries as well as User Queries Choosing Reset Columns will always reset the first column to the Symbol Name The second column will be s
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