If you have a brokerage account with Charles Schwab, you can use one of the two options below to find stocks to add to your stock watchlist for swing trading.
Option 1: Pick stock by sector and market capitalization
Login into your Charles Swab account
Click on Research.
Click on US Markets.
Click on Return to Classic View.
Click on industries.
You will see the stock markets sectors.
Under performance, choose a market sector.
You will see the industries within that sector.
Click on one of the industries.
You will see the sub industries within that industry.
Click on one sub industry.
You will see the companies.
Make sure you are under performance.
Under performance, there is market capitalization (market Cap).
Click on Market Cap to sort for highest to lowest.
Filter stocks for swing trading
Filter 1: Large cap stocks with market cap >= 10B.
Look at the stock with market cap of 10B or more.
Filter 2: Select only corporations’ stocks.
Read the stocks companies’ names. Take note of the ones that are corporations and ending with inc., Co, Corp; Corporation, Incorporated, or have the companies name without entity names at the end if you know the company.
Avoid stocks from companies that limited liabilities or partnerships. They end with LTD, LLC, PLC, LP.
Avoid foreign companies. They usually end with SA.
Add the stocks that are corporations with a market cap of $10B or more to a stock spreadsheet.
How to create stock watchlist in Excel?
In a spreadsheet, dedicate a separate column for each one the following:
The stocks symbols
The companies’ names
The current price
The market capitalization.
Have a column available for the market the stock is traded on.
The sector
The industry
The sub industry.
Have a column for the year the company went public or as far back the maximum stock chart will provide you as the start date.
Have a column for stock overall trend (upward, growth and dip).
Your stock spreadsheet is designed.
Add to your stock’s spreadsheet, stocks from:
Corporations ending with inc. co, corp., corporation, incorporated
With a market capitalization of $10B or more.
Sold on NASDAQ or NYSE
Went public before 2008 or a later date of your choice.
With uptrend stock maximum chart.
Filter 3: Keep stocks that sell on NASDAQ or NYSE.
To research the stocks on your list, click on Research in the top bar.
Click on Stocks in the drop-down menu.
Type a stock symbol from your stock spreadsheet in the research search bar.
The stock information will open.
Record in your stock spreadsheet the stock market the stock is sold on, whether it is NYSE or NASDAQ.
Eliminate stocks sold elsewhere from your list.
Filter 4: When did the company went public?
When the stock passed filter 3, scroll down the stock information page to chart section.
Scroll past the chart. Right under it click on show more.
Make sure the chart is set at “Max” “Monthly”.
Scroll down to the bottom of the chart to see the start year.
Set a year to use as a benchmark to eliminate younger stocks.
If the start date is after that year, eliminate the stocks from your spreadsheet.
If you set 2008 for instance you eliminate stocks whose maximum monthly chart show a start date after 2008.
Keep in mind that for successful tech companies like Google, you might make exception and set a secondary year for them to accept some tech stocks you like in your spreadsheet.
Filter 5: What is the stock overall trend?
Look at the stock trend on the maximum monthly chart.
Accept Upward trend and some good growth and dip. Eliminate the rest.
Filter 6: What is the stock overall trend on Think or Swim?
Open Think or Swim platform.
Choose maximum monthly chart.
Enter the stock symbol in the symbol bar.
If the stock is uptrend, add “uptrend” to your spreadsheet in the trend column.
If the stock is growth and dip, add it as well.
Highlight the uptrend stocks.
The stocks that pass all 6 filters made it to your large cap stocks master list.
Continue the process until you go through all sectors.
You just created your master watchlist of large cap stocks.
Filter the uptrend stocks. Copy them to another sheet in your stock workbook and label that sheet or tab, uptrend stocks. That is your large cap uptrend stocks master list for swing trading.
Option 1 allows you to hand pick stocks for swing trading stock watchlist. It is time consuming compared to option 2 below.
Option 2: How to use Charles Schwab screener to find stocks for swing trading?
Log into your Charles Schwab account.
Click on Research in the top tool bar.
Click on Research Tools in the drop-down menu.
Click on Stock Screener.
Click on Basic in the left side bar.
Check Market Capitalization.
Check Sectors and industries.
Check Price.
Under market capitalization, click on Large Cap to select it.
If you want Mid Cap, you can select it as well.
Under Sectors and industries, scroll down and click on select all.
Under Price, click on select all.
Scroll back to the top.
In the top right corner, click on Export to CSV.
Save the CSV file as Excel book.
You have your large cap stocks master list to curate.
Now you need to apply the filters discussed above in option 1, to screen them down to:
Stocks of corporations ending with inc. co, corp., corporation, incorporated.
Sold on NASDAQ or NYSE.
Went public before 2008 or a later date of your choice.
With uptrend stock on maximum monthly chart.
How to create your stock spreadsheet?
Your stock list will have some columns already filled. Add additional columns to record the following information about each stock that will pass your filters:
The stocks symbols
The companies’ names
The current price
The market capitalization.
The stock market on which the stock is traded (NASDAQ of NYSE).
The sector
The industry
The sub industry.
The start year on the maximum monthly chart on Charles Schwab.
Stock overall trend (upward, growth and dip).
Your stock spreadsheet is designed.
Filter stocks for swing trading
Filter 1: Select only corporations’ stocks.
Corporations ending with inc. co, corp., corporation, incorporated. Delete from your spreadsheet, stocks that didn’t meet this requirement.
Filter 2: When did the company went public?
The monthly maximum chart on Charles Schwab should have a start date no later than 2008 or a date your set. You might need to set a second year for tech stocks to allow some of them in your list like Google for instance.
Search each stock symbol on Charles Schwab under Research- Stocks.
On the stock information page, scroll pass the chart and click on show more under the chart. That will open the maximum chart. Make sure you select max and monthly for the chart. Record the start year at the bottom of the chart.
If a stock is too young and didn’t meet your year filter, remove it from your list.
Filter 3: What is the stock overall trend?
On the maximum monthly chart look at the overall stock chart. If it is upward or growth and dip, record it in the trend column for the stock. If it is level or downward or bad growth and dip, remove the stock from your spreadsheet.
Filter 4: What is the stock overall trend on Thinkorswim?
On Think or Swim platform, Open maximum monthly chart.
Evaluate each stock maximum monthly chart and note if it is uptrend or growth and dip.
Filter uptrend stocks. Copy them to another tap in your stock spreadsheet.
You just created your master list of large cap uptrend stocks to swing trade.
Conclusion: How to find stocks for swing trading?
Option 1: Pick stock by sector and market capitalization
Filter stocks for swing trading
Filter 1: Large cap stocks with market cap equal or more than 10B.
Filter 2: Select only corporations’ stocks.
How to create stock watchlist in Excel?
Record the stocks that met the following criteria:
Stock from corporations ending with inc. co, corp., corporation, incorporated
With a market capitalization of $10B or more.
Sold on NASDAQ or NYSE
Went public before 2008 or a later date of your choice.
With uptrend stock maximum chart.
Filter 3: Keep stocks that sell on NASDAQ or NYSE.
Filter 4: When did the company went public?
Filter 5: What is the stock overall trend?
Filter 6: What is the stock overall trend on Thinkorswim?
Option 2: How to use Charles Schwab screener to find stocks for swing trading?
Filter stocks for swing trading
Filter 1: Select only corporations’ stocks.
Filter 2: When did the company went public?
Filter 3: What is the stock overall trend?
Filter 4: What is the stock overall trend on Thinkorswim?
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