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OIB Trade Alert: SCHW

Charles Schwab (SCHW) has sold off with the broader market this week. I am recommending we roll our call out two weeks to generate more income and reduce our cost basis on the position.

We are moving our strike up to capture another $1 in potential appreciation.

Note that this trade is only for members who are already in the position.

Current Stock Price: $62.60

Cost Basis: $71.06

Action:

  • Buy to close the SCHW Jul Week One (7/1) 64 Call for around $0.23
  • Sell to open the SCHW Jul Monthly (7/15) 65 Call for around $1.03
  • Set your initial credit limit at $0.80, but adjust as needed to roll today

New Cost Basis: $70.26

Expiration: After the close on Friday, July 15

Potential Rate of Return: I am targeting breakeven for this position

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