SCHW Forecast + Trading Strategies



Bearish<—>Bullish



80% Confidence




Bullish Case: SCHW's strategic initiatives and potential legal resolutions could boost investor confidence, driving an upward momentum.




Bearish Case: Ongoing legal issues, combined with sector headwinds and insider selling, may sustain downward pressure on SCHW.




Potential Outcomes: 30% chance of legal resolution boosting stock, 50% chance of ongoing legal issues pressuring price, 20% chance of macroeconomic surprises.




Trading Oracle: Utilize a bullish debit spread by buying $80 calls and selling $83 calls, expiring in 30 days. Implied volatility suggests upside potential, aligning with recent trends. This spread captures a modest uptrend, balancing risk with 75% profitability.



February 18, 2025


Charles Schwab Forecast

SCHW        Charles Schwab











Correlated Assets

Assets that tend to move strongly with SCHW



GTLS Forecast + Options Trading Strategies   GTLS  Chart Industries (0.74)


ROOT Forecast + Options Trading Strategies   ROOT  Root (0.71)


AL Forecast + Options Trading Strategies   AL  Air Lease Corp (0.71)


EMR Forecast + Options Trading Strategies   EMR  Emerson Electric (0.71)


MAIN Forecast + Options Trading Strategies   MAIN  Main Street (0.69)



Uncorrelated Assets

Assets with little price relationship to SCHW



FEZ Forecast + Options Trading Strategies   FEZ  SPDR EURO Stoxx 50 (-0.0)


LHX Forecast + Options Trading Strategies   LHX  L3Harris (0.01)


GO Forecast + Options Trading Strategies   GO  Grocery Outlet (-0.01)


ALDX Forecast + Options Trading Strategies   ALDX  Aldeyra Therapeutics (0.01)


CWEN Forecast + Options Trading Strategies   CWEN  Clearway Energy (0.01)



Anticorrelated Assets

Assets that tend to move strongly against SCHW



FXE Forecast + Options Trading Strategies   FXE  Invesco CurrencyShares Euro (-0.65)


FXY Forecast + Options Trading Strategies   FXY  Invesco CurrencyShares Japanese Yen (-0.66)


LCID Forecast + Options Trading Strategies   LCID  Lucid (-0.68)


THS Forecast + Options Trading Strategies   THS  Treehouse Foods (-0.78)


NOVA Forecast + Options Trading Strategies   NOVA  Sunnova Energy International (-0.79)









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