{ "schema": "theclaudetrader.research_packet.v1", "generated_at": "2026-10-26T05:12:31+00:00", "snapshot_date": "2026-10-26", "about": { "site": "The Claude Trader", "what_this_is": "Evidence-first research record built from SEC XBRL, SEC Form 4 and exchange prices. Deterministic rule scores with every input linked to its source. No recommendations. fair_value_model is a labelled model estimate from SEC filings, not a price target or recommendation (method: /fair-value).", "publishes": "Facts and their provenance only; no holdings, targets, estimates or recommendations.", "how_to_answer": [ "State the snapshot date and each score's data_as_of.", "Quote scores with their status: ok = complete; partial / insufficient = a test was excluded because an input was absent or older than 550 days. Repeat each warning beside the number it affects; a 'stale' warning means the input was used but is older than 120 days (price: 7 days).", "Cite the source URL for any number you repeat.", "Say what is missing; never present holdings or targets as this site's (it has none).", "If asked for a shortlist or portfolio: build it from the user's horizon, risk, benchmark, exclusions and limits; cite inputs, explain inclusion and thesis risks; label weights as your synthesis, distinct from these deterministic scores; no promised outperformance or invented expected returns." ] }, "company": { "ticker": "SCHW", "name": "Schwab Charles Corp", "legal_name": "SCHWAB CHARLES CORP", "cik": "0000316709", "exchange": "NYSE", "industry": "Security Brokers, Dealers & Flotation Companies", "sic": "6211", "fiscal_year_end": "1231", "is_financial": false, "is_utility": false }, "price": { "value": 90.58, "as_of": "2026-10-23", "source": "Alpaca Market Data (consolidated SIP daily bar)", "url": "https://docs.alpaca.markets/docs/historical-stock-data-1" }, "market_cap": { "value": 156643228974.12, "as_of": "2026-10-23", "unit": "USD", "meaning": "price on the price date x latest reported point-in-time shares (see inputs.share_count_as_of)", "warning": null, "unavailable_reason": null, "inputs": { "traded_price": { "value": 90.58, "as_of": "2026-10-23", "unit": "USD per traded unit (share or ADS)", "source": "Alpaca Market Data (consolidated SIP daily bar)", "url": "https://docs.alpaca.markets/docs/historical-stock-data-1" }, "sec_shares_outstanding": { "value": 1729335714.0, "unit": "underlying shares", "concept": "SEC cover page 10-Q 0000316709-26-000031 (1,729,335,714 shares (single class on cover)); filing document https://www.sec.gov/Archives/edgar/data/316709/000031670926000031/schw-20260630.htm", "period_end": "2026-07-31", "accession": "0000316709-26-000031", "url": "https://www.sec.gov/Archives/edgar/data/316709/000031670926000031/R1.htm" }, "depositary_ratio": { "value": 1.0, "unit": "underlying shares per traded unit", "status": "domestic", "source": "10-K filer; SEC shares are the traded units", "evidence_url": null, "evidence_form": null, "evidence_filed": null, "body_snippet": null }, "formula": "market_value = traded_price (price date) / depositary_ratio x latest point-in-time SEC shares outstanding (share-count date shown; from the filing cover page, summed across share classes only where the issuer filing verifies the classes are economically equivalent (rule + evidence URL in the source text), else withheld; priced at the primary listed class, so where other classes trade at a different price the value is an approximation; restated only for issuer-verified splits after the count date); weighted-average share counts are never used", "split_adjustment": null, "share_count_as_of": "2026-07-31", "share_count_age_days_at_price_date": 84, "warning": null, "computed": "90.58 (price 2026-10-23) / 1 x 1,729,335,714 (shares at 2026-07-31) = 156,643,228,974" } }, "scores": { "graham": { "score": 75.0, "status": "ok", "complete": true, "passes_all": false, "summary": "Graham Defensive: 75 of 100 (ok). Adequate size: 23.92 revenue $B \u2192 5.0/5; Debt <= equity (unclassified balance sheet fallback): 0.45 \u2192 30.0/30; Positive earnings each of 10 years: 10 of 10 \u2192 15.0/15; Dividends every year for 20 years: 20 of 20 \u2192 15.0/15; EPS growth, 3-yr avg now vs 10 yrs ago: 1.10 -> 3.39 (+209%) \u2192 10.0/10; P/E on 3-year average EPS: 26.7 \u2192 0.0/15; P/B <= 1.5, or P/E x P/B <= 22.5: P/B 3.12, product 83.4 \u2192 0.0/10", "data_as_of": "2025-12-31", "history": [ "2013", "2025" ], "price_as_of": "2026-10-23", "coverage": null, "verification": { "verified": 14, "mismatch": 0, "unverified": 19, "not_cross_checked": 2 }, "warnings": [ "stale (warning, input still used): current-period inputs older than 120 days: Revenue; inputs older than 550 days are excluded and make the test insufficient" ], "components": [ { "test": "1", "name": "Adequate size", "value": 23.92, "unit": "revenue $B", "threshold": ">= 1", "points": 5.0, "max": 5 }, { "test": "2", "name": "Debt <= equity (unclassified balance sheet fallback)", "value": 0.45, "unit": null, "threshold": "<= 1.0", "points": 30.0, "max": 30, "note": "; no AssetsCurrent/LiabilitiesCurrent in any filing" }, { "test": "3", "name": "Positive earnings each of 10 years", "value": "10 of 10", "threshold": "10 of 10", "points": 15.0, "max": 15 }, { "test": "4", "name": "Dividends every year for 20 years", "value": "20 of 20", "threshold": "20 of 20", "points": 15.0, "max": 15, "missing_years": [], "cross_check": { "verified_years": [ 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025 ], "mismatch_years": [], "unverified_years": [ 2006, 2007, 2008, 2009, 2010, 2011, 2012 ] }, "note": null }, { "test": "5", "name": "EPS growth, 3-yr avg now vs 10 yrs ago", "value": "1.10 -> 3.39 (+209%)", "threshold": ">= +33%", "points": 10.0, "max": 10 }, { "test": "6", "name": "P/E on 3-year average EPS", "value": 26.7, "threshold": "<= 15", "points": 0.0, "max": 15, "note": null }, { "test": "7", "name": "P/B <= 1.5, or P/E x P/B <= 22.5", "value": "P/B 3.12, product 83.4", "threshold": "<= 1.5 or <= 22.5", "points": 0.0, "max": 10 } ], "rules_url": "https://theclaudetrader.com/p/graham" }, "magic_formula": { "score": null, "status": "insufficient data (no operating income in XBRL)", "summary": "Not scored: insufficient data (no operating income in XBRL).", "warnings": [], "components": [] }, "momentum": { "score": 57.3, "status": "ok", "complete": true, "passes_all": null, "summary": "Momentum: 57 of 100 (ok). 12-1 month return: 6.5 % \u2192 25.5/50; 6 month return: 2.5 % \u2192 9.7/20; Price / 52-week high: 0.797 \u2192 12.0/15; Volatility penalty (60d annualised): 23.5 % \u2192 10.2/15", "data_as_of": "2026-10-23", "history": [ null, null ], "price_as_of": "2026-10-23", "coverage": null, "verification": null, "warnings": [], "components": [ { "name": "12-1 month return", "value": 6.5, "unit": "%", "percentile": 51.0, "points": 25.5, "max": 50 }, { "name": "6 month return", "value": 2.5, "unit": "%", "percentile": 48.4, "points": 9.7, "max": 20 }, { "name": "Price / 52-week high", "value": 0.797, "points": 12.0, "max": 15 }, { "name": "Volatility penalty (60d annualised)", "value": 23.5, "unit": "%", "points": 10.2, "max": 15 } ], "rules_url": "https://theclaudetrader.com/p/momentum" }, "insider": { "score": 0.0, "status": "ok", "complete": true, "passes_all": null, "summary": "Insider: 0 of 100 (ok). Open-market buy value / market cap (percentile among buyers): 0.0 bp \u2192 0.0/35; Distinct buyers: 0 \u2192 0.0/25; Buyer seniority: 0.0 \u2192 0.0/20; Recency (half-life 30d): 0.0 \u2192 0.0/10; Sales penalty (excludes 10b5-1 plan sales): 6.39 bp \u2192 -9.3/0", "data_as_of": "2026-10-23", "history": [ null, null ], "price_as_of": null, "coverage": { "window_start": "2026-07-28", "through": "2026-10-23", "missing_days": 3, "note": "Form 4 data loaded through 2026-10-23" }, "verification": null, "warnings": [], "components": [ { "name": "Open-market buy value / market cap (percentile among buyers)", "value": 0.0, "unit": "bp", "points": 0.0, "max": 35 }, { "name": "Distinct buyers", "value": 0, "points": 0.0, "max": 25 }, { "name": "Buyer seniority", "value": 0.0, "points": 0.0, "max": 20 }, { "name": "Recency (half-life 30d)", "value": 0.0, "points": 0.0, "max": 10 }, { "name": "Sales penalty (excludes 10b5-1 plan sales)", "value": 6.39, "unit": "bp", "points": -9.3, "max": 0 } ], "rules_url": "https://theclaudetrader.com/p/insider" }, "buffett": { "score": 83.5, "status": "partial: 5", "complete": false, "passes_all": false, "summary": "Buffett Quality: 84 of 100 (partial: 5). Average return on equity (net income / year-end equity): 14.1% over 8 yrs \u2192 21.6/25; Profitable every year: 10 of 10 \u2192 15.0/15; Net income growth, 3-yr average now vs start of window: +14.4% a year \u2192 10.0/10; Borrowings / 3-yr average earnings (years to repay): 3.7 years \u2192 15.0/15; Operating margin, 5-yr average: insufficient (needs at least 4 of the last 5 years); Free cash flow / net income, 5-yr (operating cash flow minus capex): 0.97 \u2192 9.4/10; Owner-earnings yield (3-yr avg free cash flow / market cap): 6.3% \u2192 12.5/15", "data_as_of": "2025-12-31", "history": [ "2016", "2025" ], "price_as_of": "2026-10-23", "coverage": null, "verification": { "verified": 0, "mismatch": 0, "unverified": 38, "not_cross_checked": 2 }, "warnings": [ "partial score: tests 5 could not be computed; not comparable with complete scores", "stale (warning, input still used): current-period inputs older than 120 days: debt_short; inputs older than 550 days are excluded and make the test insufficient" ], "components": [ { "test": "1", "name": "Average return on equity (net income / year-end equity)", "value": "14.1% over 8 yrs", "threshold": ">= 15%", "points": 21.6, "max": 25 }, { "test": "2", "name": "Profitable every year", "value": "10 of 10", "threshold": "all years", "points": 15.0, "max": 15 }, { "test": "3", "name": "Net income growth, 3-yr average now vs start of window", "value": "+14.4% a year", "threshold": ">= +10%", "points": 10.0, "max": 10 }, { "test": "4", "name": "Borrowings / 3-yr average earnings (years to repay)", "value": 3.7, "threshold": "<= 4", "points": 15.0, "max": 15, "unit": "years", "note": "LongTermDebt (incl. current maturities) + short-term borrowings" }, { "test": "5", "name": "Operating margin, 5-yr average", "value": "0 years with operating income and revenue", "threshold": ">= 20%", "points": null, "max": 10, "note": "needs at least 4 of the last 5 years" }, { "test": "6", "name": "Free cash flow / net income, 5-yr (operating cash flow minus capex)", "value": "0.97", "threshold": ">= 1.0", "points": 9.4, "max": 10 }, { "test": "7", "name": "Owner-earnings yield (3-yr avg free cash flow / market cap)", "value": "6.3%", "threshold": ">= 7%", "points": 12.5, "max": 15 } ], "rules_url": "https://theclaudetrader.com/p/buffett" }, "lynch": { "score": 92.6, "status": "ok", "complete": true, "passes_all": false, "summary": "Lynch GARP: 93 of 100 (ok). PEG: P/E divided by 5-yr EPS growth (in % points): 1.15 \u2192 25.6/30; EPS growth, 5-yr compound rate: +17.0% a year \u2192 20.0/20; P/E on latest annual EPS: 19.5 \u2192 10.0/10; Borrowings / equity: 0.49 \u2192 15.0/15; Years of the last 5 in which EPS rose: 4 of 5 \u2192 12.0/15; Net cash (cash minus borrowings) / market cap: +10.2% \u2192 10.0/10", "data_as_of": "2025-12-31", "history": [ "2020", "2025" ], "price_as_of": "2026-10-23", "coverage": null, "verification": { "verified": 0, "mismatch": 0, "unverified": 6, "not_cross_checked": 1 }, "warnings": [ "stale (warning, input still used): current-period inputs older than 120 days: debt_short; inputs older than 550 days are excluded and make the test insufficient" ], "components": [ { "test": "1", "name": "PEG: P/E divided by 5-yr EPS growth (in % points)", "value": 1.15, "threshold": "<= 1.0", "points": 25.6, "max": 30 }, { "test": "2", "name": "EPS growth, 5-yr compound rate", "value": "+17.0% a year", "threshold": "12% to 35% a year", "points": 20.0, "max": 20 }, { "test": "3", "name": "P/E on latest annual EPS", "value": 19.5, "threshold": "<= 25", "points": 10.0, "max": 10 }, { "test": "4", "name": "Borrowings / equity", "value": 0.49, "threshold": "<= 0.5", "points": 15.0, "max": 15, "note": "LongTermDebt (incl. current maturities) + short-term borrowings" }, { "test": "5", "name": "Years of the last 5 in which EPS rose", "value": "4 of 5", "threshold": "5 of 5", "points": 12.0, "max": 15 }, { "test": "6", "name": "Net cash (cash minus borrowings) / market cap", "value": "+10.2%", "threshold": ">= +10%", "points": 10.0, "max": 10 } ], "rules_url": "https://theclaudetrader.com/p/lynch" }, "graham_enterprising": { "score": 35.0, "status": "partial: 1, 2, 7", "complete": false, "passes_all": false, "summary": "Graham Enterprising: 35 of 100 (partial: 1, 2, 7). Current ratio: insufficient (no fresh current assets/liabilities (unclassified balance sheet)); Borrowings vs working capital: insufficient (no fresh current assets/liabilities); No earnings deficit in the last 5 years: 5 of 5 profitable \u2192 15.0/15; Pays a current dividend: yes \u2192 10.0/10; EPS higher than five years earlier: 2.12 -> 4.65 \u2192 10.0/10; Price / book value per share: 3.12 \u2192 0.0/20; Price / net current asset value per share (current assets minus all liabilities): insufficient (needs fresh current assets, total liabilities (or assets and equity of the same date) and share count)", "data_as_of": "2026-06-30", "history": [ "2020", "2025" ], "price_as_of": "2026-10-23", "coverage": null, "verification": { "verified": 0, "mismatch": 0, "unverified": 8, "not_cross_checked": 3 }, "warnings": [ "partial score: tests 1, 2, 7 could not be computed; not comparable with complete scores" ], "components": [ { "test": "1", "name": "Current ratio", "value": null, "threshold": ">= 1.5", "points": null, "max": 15, "note": "no fresh current assets/liabilities (unclassified balance sheet)" }, { "test": "2", "name": "Borrowings vs working capital", "value": null, "threshold": "<= 1.1x", "points": null, "max": 15, "note": "no fresh current assets/liabilities" }, { "test": "3", "name": "No earnings deficit in the last 5 years", "value": "5 of 5 profitable", "threshold": "5 of 5", "points": 15.0, "max": 15 }, { "test": "4", "name": "Pays a current dividend", "value": "yes", "threshold": "yes", "points": 10.0, "max": 10 }, { "test": "5", "name": "EPS higher than five years earlier", "value": "2.12 -> 4.65", "threshold": "higher", "points": 10.0, "max": 10 }, { "test": "6", "name": "Price / book value per share", "value": 3.12, "threshold": "<= 1.2", "points": 0.0, "max": 20, "note": "book value used because intangibles are not separated in the dataset (Graham uses net tangible assets)" }, { "test": "7", "name": "Price / net current asset value per share (current assets minus all liabilities)", "value": null, "threshold": "<= 0.67", "points": null, "max": 15, "note": "needs fresh current assets, total liabilities (or assets and equity of the same date) and share count" } ], "rules_url": "https://theclaudetrader.com/p/graham_enterprising" }, "piotroski": { "score": 77.8, "status": "partial: 6, 8", "complete": false, "passes_all": false, "summary": "Piotroski F-Score: 78 of 100 (partial: 6, 8). Return on assets is positive: 1.8% \u2192 11.11111111111111/11.11111111111111; Operating cash flow is positive: 9,311M \u2192 11.11111111111111/11.11111111111111; Return on assets improved on the prior year: 1.2% -> 1.8% \u2192 11.11111111111111/11.11111111111111; Operating cash flow exceeds net income (accruals): 9,311M vs 8,852M \u2192 11.11111111111111/11.11111111111111; Long-term debt / assets fell: 4.7% -> 4.5% \u2192 11.11111111111111/11.11111111111111; Current ratio improved: insufficient (an input is not reported for one of the two years); No new shares issued (share count did not rise): 1,815M -> 1,729M \u2192 11.11111111111111/11.11111111111111; Operating margin improved (stand-in for gross margin, which the dataset does not carry): insufficient (an input is not reported for one of the two years); Asset turnover (revenue / assets) improved: 0.04 -> 0.05 \u2192 11.11111111111111/11.11111111111111", "data_as_of": null, "history": [ "2024", "2026" ], "price_as_of": null, "coverage": null, "verification": { "verified": 0, "mismatch": 0, "unverified": 19, "not_cross_checked": 0 }, "warnings": [ "partial score: tests 6, 8 could not be computed; not comparable with complete scores" ], "components": [ { "test": "1", "name": "Return on assets is positive", "value": "1.8%", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "2", "name": "Operating cash flow is positive", "value": "9,311M", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "3", "name": "Return on assets improved on the prior year", "value": "1.2% -> 1.8%", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "4", "name": "Operating cash flow exceeds net income (accruals)", "value": "9,311M vs 8,852M", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "5", "name": "Long-term debt / assets fell", "value": "4.7% -> 4.5%", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "6", "name": "Current ratio improved", "value": null, "threshold": "pass = 1", "points": null, "max": 11.11111111111111, "note": "an input is not reported for one of the two years" }, { "test": "7", "name": "No new shares issued (share count did not rise)", "value": "1,815M -> 1,729M", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 }, { "test": "8", "name": "Operating margin improved (stand-in for gross margin, which the dataset does not carry)", "value": null, "threshold": "pass = 1", "points": null, "max": 11.11111111111111, "note": "an input is not reported for one of the two years" }, { "test": "9", "name": "Asset turnover (revenue / assets) improved", "value": "0.04 -> 0.05", "threshold": "pass = 1", "points": 11.11111111111111, "max": 11.11111111111111 } ], "rules_url": "https://theclaudetrader.com/p/piotroski" } }, "inputs_by_philosophy": { "graham": [ { "name": "Price (close, per traded unit)", "value": 90.58, "kind": "price", "source": "Alpaca Market Data (consolidated SIP daily bar)", "url": "https://docs.alpaca.markets/docs/historical-stock-data-1", "period": "2026-10-23", "age_days": 3, "stale": false }, { "name": "Revenue", "value": 23921000000.0, "kind": "current", "source": "SEC XBRL Revenues", "url": "https://www.sec.gov/Archives/edgar/data/316709/000031670926000009/", "period": "2025-12-31", "accession": "0000316709-26-000009", "fact_id": 24288102, "verified": "unverified", "age_days": 299, "stale": true }, { "name": "lt_debt", "value": 22669000000.0, "kind": "current", "source": "SEC XBRL LongTermDebtAndCapitalLeaseObligations (companyfacts)", "url": "https://www.sec.gov/Archives/edgar/data/316709/000031670926000031/", "period": "2026-06-30", "accession": "0000316709-26-000031", "fact_id": 23974692, "verified": "unverified", "age_days": 118, "stale": false }, { "name": "equity", "value": 50147000000.0, "kind": "current", "source": "SEC XBRL StockholdersEquity (companyfacts)", "url": "https://www.sec.gov/Archives/edgar/data/316709/000031670926000031/", "period": "2026-06-30", "accession": "0000316709-26-000031", "fact_id": 23974693, "verified": "unverified", "age_days": 118, "stale": false }, { "name": "Net income FY2016", "value": 1889000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/316709/000031670919000008/", "period": "2016-12-31", "accession": "0000316709-19-000008", "fact_id": 20686530, "verified": "unverified", "age_days": 3586 }, { "name": "Net income FY2017", "value": 2354000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/316709/000031670920000012/", "period": "2017-12-31", "accession": "0000316709-20-000012", "fact_id": 20693285, "verified": "unverified", "age_days": 3221 }, { "name": "Net income FY2018", "value": 3507000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/316709/000031670921000012/", "period": "2018-12-31", "accession": "0000316709-21-000012", "fact_id": 20699831, "verified": "unverified", "age_days": 2856 }, { "name": "Net income FY2019", "value": 3704000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/316709/000031670922000009/", "period": "2019-12-31", "accession": "0000316709-22-000009", "fact_id": 20706249, "verified": "unverified", "age_days": 2491 }, { "name": "Net income FY2020", "value": 3299000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss", "url": "https://www.sec.gov/Archives/edgar/data/316709/000031670923000009/", "period": "2020-12-31", "accession": "0000316709-23-000009", "fact_id": 20712745, "verified": "unverified", "age_days": 2125 }, { "name": "Net income FY2021", "value": 5855000000.0, "kind": "history", "source": "SEC XBRL NetIncomeLoss (10-K via companyfacts; frames served proxy 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"shares": 28000.0, "price": 105.01, "value": 2940280.0, "is_10b5_1": 1, "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000182545426000023/" }, { "txn_date": "2026-07-28", "insider_name": "Schwab-Pomerantz Carolyn", "role": "director", "code": "S", "shares": 22650.0, "price": 105.71, "value": 2394331.5, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000195078726000009/" }, { "txn_date": "2026-07-28", "insider_name": "Schwab Charles R.", "role": "Chair", "code": "S", "shares": 48000.0, "price": 105.6, "value": 5068800.0, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000092373826000031/" }, { "txn_date": "2026-07-27", "insider_name": "Murtagh Nigel J", "role": "officer", "code": "S", "shares": 21947.0, "price": 104.0, "value": 2282488.0, "is_10b5_1": 1, "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000164959926000012/" }, { "txn_date": "2026-07-27", "insider_name": "Murtagh Nigel J", "role": "officer", "code": "S", "shares": 11000.0, "price": 104.03, "value": 1144330.0, "is_10b5_1": 1, "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000164959926000012/" }, { "txn_date": "2026-07-27", "insider_name": "Bettinger Walter W", "role": "Chair", "code": "S", "shares": 192488.0, "price": 103.9, "value": 19999503.2, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000129647926000009/" }, { "txn_date": "2026-07-24", "insider_name": "Schwab Charles R.", "role": "Chair", "code": "S", "shares": 45500.0, "price": 101.72, "value": 4628260.0, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000092373826000028/" }, { "txn_date": "2026-07-23", "insider_name": "Morgan Peter J. III", "role": "officer", "code": "S", "shares": 6952.0, "price": 102.03, "value": 709312.56, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000179291026000006/" }, { "txn_date": "2026-07-21", "insider_name": "Beatty Jonathan S", "role": "officer", "code": "S", "shares": 2000.0, "price": 104.21, "value": 208420.0, "is_10b5_1": 1, "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000202897726000015/" }, { "txn_date": "2026-07-21", "insider_name": "Murtagh Nigel J", "role": "officer", "code": "S", "shares": 4053.0, "price": 104.14, "value": 422079.42, "is_10b5_1": 1, "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000164959926000009/" }, { "txn_date": "2026-07-07", "insider_name": "Beatty Jonathan S", "role": "officer", "code": "S", "shares": 2000.0, "price": 102.01, "value": 204020.0, "is_10b5_1": 1, "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000202897726000013/" }, { "txn_date": "2026-07-07", "insider_name": "Craig Jonathan M.", "role": "officer", "code": "S", "shares": 21750.0, "price": 102.01, "value": 2218717.5, "is_10b5_1": 1, "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000173306526000009/" }, { "txn_date": "2026-07-06", "insider_name": "Beatty Jonathan S", "role": "officer", "code": "S", "shares": 2000.0, "price": 100.01, "value": 200020.0, "is_10b5_1": 1, "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000202897726000010/" }, { "txn_date": "2026-07-02", "insider_name": "Beatty Jonathan S", "role": "officer", "code": "S", "shares": 2000.0, "price": 97.03, "value": 194060.0, "is_10b5_1": 1, "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000202897726000010/" }, { "txn_date": "2026-05-28", "insider_name": "Wurster Richard A", "role": "CEO", "code": "P", "shares": 21959.0, "price": 84.23, "value": 1849606.57, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000188926326000005/" }, { "txn_date": "2026-05-19", "insider_name": "Schwab Charles R.", "role": "Chair", "code": "S", "shares": 27500.0, "price": 92.22, "value": 2536050.0, "is_10b5_1": 0, "source_url": "https://www.sec.gov/Archives/edgar/data/316709/000092373826000024/" } ] }, "filings_and_news": { "sec_filing_index": "https://www.sec.gov/edgar/browse/?CIK=0000316709", "sec_8k": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000316709&type=8-K", "sec_form4": "https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=0000316709&type=4", "xbrl_companyfacts": "https://data.sec.gov/api/xbrl/companyfacts/CIK0000316709.json", "news_items": [], "note": "Press releases are filed as 8-K exhibits; the 8-K link lists them with dates." }, "peer_context": { "graham": { "industry": "Security Brokers, Dealers & Flotation Companies", "scored_peers": 1, "rank": null, "median": null }, "magic_formula": { "industry": "Security Brokers, Dealers & Flotation Companies", "scored_peers": 0, "rank": null, "median": null }, "momentum": { "industry": "Security Brokers, Dealers & Flotation Companies", "scored_peers": 7, "rank": 4, "median": 57.3, "top_peers": [ { "ticker": "IBKR", "score": 68.2 }, { "ticker": "MS", "score": 66.1 }, { "ticker": "GS", "score": 64.3 }, { "ticker": "SCHW", "score": 57.3 }, { "ticker": "BLK", "score": 53.7 } ] }, "insider": { "industry": "Security Brokers, Dealers & Flotation Companies", "scored_peers": 7, "rank": 1, "median": 0.0, "top_peers": [ { "ticker": "BLK", "score": 0.0 }, { "ticker": "GS", "score": 0.0 }, { "ticker": "HOOD", "score": 0.0 }, { "ticker": "IBKR", "score": 0.0 }, { "ticker": "MS", "score": 0.0 } ] }, "buffett": { "industry": "Security Brokers, Dealers & Flotation Companies", "scored_peers": 0, "rank": null, "median": null }, "lynch": { "industry": "Security Brokers, Dealers & Flotation Companies", "scored_peers": 2, "rank": null, "median": null }, "graham_enterprising": { "industry": "Security Brokers, Dealers & Flotation Companies", "scored_peers": 0, "rank": null, "median": null }, "piotroski": { "industry": "Security Brokers, Dealers & Flotation Companies", "scored_peers": 0, "rank": null, "median": null } }, "dossier": null, "external_views_link_only": { "morningstar": "https://www.morningstar.com/search?query=SCHW", "finviz": "https://finviz.com/quote.ashx?t=SCHW", "stockanalysis": "https://stockanalysis.com/stocks/schw/", "seeking_alpha": "https://seekingalpha.com/symbol/SCHW", "openinsider": "http://openinsider.com/search?q=SCHW", "google_news": "https://news.google.com/rss/search?q=SCHW+stock" }, "limits": [ "Magic Formula: insufficient data (no operating income in XBRL)", "Buffett Quality: partial, missing tests 5", "Graham Enterprising: partial, missing tests 1, 2, 7", "Piotroski F-Score: partial, missing tests 6, 8", "News is not collected for this ticker; use the SEC 8-K and press-release links below" ], "machine_readable": { "stock_json": "https://theclaudetrader.com/s/SCHW.json", "stock_md": "https://theclaudetrader.com/s/SCHW.md", "packet": "https://theclaudetrader.com/r/SCHW.json", "grid": "https://theclaudetrader.com/grid.json", "openapi": "https://theclaudetrader.com/openapi.json", "index": "https://theclaudetrader.com/llms.txt" }, "cite_as": "The Claude Trader snapshot 2026-10-26, https://theclaudetrader.com/s/SCHW; data from SEC EDGAR XBRL and market prices (Alpaca Market Data, Yahoo Finance) to 2026-10-23.", "disclaimer": "Scores are deterministic rule outputs from public filings. fair_value_model is a labelled model estimate from the same filings (method at /fair-value), not an opinion or recommendation." }