SCHW (SCHW) AIQ Analysis
SCHW AIQ Score is 49/100 for investment merit, while Smart Score is 3/10 for peer-relative ranking, with Sharpe -0.08.
Last updated: Jun 1, 2026, 12:00 AM UTC
AIQ Brief
SCHW is currently in a mixed setup with AIQ 49/100 and Smart 3/10 (weak relative) at $87.61. Risk is elevated. Read this as a prioritization signal, then confirm entry quality and sizing with your own risk plan.
Risk is the strongest contributor at 76/100, while Momentum is the binding constraint at 30/100. With a 46-point spread, the profile is imbalanced, so patience and entry discipline are more important than speed.
SCHW ranks 4/4 in this peer set (49 vs peer average 63.3). On risk-adjusted efficiency, Sharpe is below peer average (-0.08 vs 1.38). This helps distinguish true relative leadership from broad sector drift.
Action now: this is a neutral/selective setup. Improve entry quality by waiting for momentum acceleration or a better risk profile before adding. Keep sizing moderate until factors align.
Sharpe is -0.08, which is negative: recent return has not compensated for risk over this lookback window.
| AIQ Component | Score | Signal Read |
|---|---|---|
| Momentum | 30 | Weak momentum profile and lower trend persistence. |
| Value | 32 | Valuation appears rich relative to model baseline. |
| Quality | 68 | Quality profile is average for this universe. |
| Risk | 76 | Risk profile is elevated; position sizing matters. |
| Sentiment | — | Sentiment signal is currently unavailable. |
Current AIQ Read
SCHW currently screens as neutral. Wait for confirmation from trend quality and risk conditions before increasing exposure.
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