Track record · closed signal

The Charles Schwab Corporation (SCHW) — closed signal from March 2, 2026

Partial Published before the outcome was known, scored automatically when the window closed on May 31, 2026.

Predicted vs. what happened

SCHW price · publication thesis → realized outcomesplit-adjusted
$96.28 Published $113.60 Target $87.35 Window close $100.76 Peak
$93.50 – $97.50Entry zone — fair-value band
$96.28Published — price the day we called it
$113.60Target — the price the thesis aimed for
$100.76Peak — highest point inside the window, not a realized return
$87.35Window close — end-of-window price, context only

What happened

Partial

Reached 26% of the predicted growth at its peak, without hitting the target.

Peak price
$100.76
peak on April 15, 2026 — not a realized return
Peak gain
+4.7%
peak, from the publication price
Window close
$87.35
end-of-window price, context only
Days to target
—
Window
March 2, 2026 – May 31, 2026

The thesis — published March 2, 2026

Predicted growth
+18%
over the measurement window
Target price
$113.60
the price the thesis aimed for
Entry zone
$93.50 – $97.50
the fair-value band we waited for
Price at publication
$96.28
published March 2, 2026
Confidence
83%
how strongly the data lined up
Timeframe
Short-term (0–3 months)

SCHW looks positioned to bounce in the next few months after a recent drop. The completed Forge Global deal gives management a near-term project to show progress, and a major analyst restating a Buy with a $120 target can help calm selling. The main danger is broader weakness in financial stocks-so buy small near support and be ready to cut if the downtrend continues.

Primary drivers

  • Forge deal finishing creates a clear near-term company event
  • Analyst Buy and $120 target can reduce selling pressure on dips
  • Large brokerage business can recover as investors take more risk
  • Recent pullback offers a lower-risk entry if support holds

How it played out

SCHW: target was not reached by May 31

Lyra published SCHW at $96.28 on March 2 for a short-term window through May 31. The thesis expected 18% growth to $113.60. It pointed to the Forge deal finishing, an analyst Buy with a $120 target, a brokerage recovery if investors took more risk, and support after the recent pullback.

Inside the window, SCHW rose to a peak of $100.76 on April 15, a 4.7% gain. It stayed below the $113.60 target, so there was no day when the target was reached. By May 31 it ended at $87.35. The thesis partly played out on the early bounce, but it missed the target.

What happened during the window

On April 16, 2026, MarketWatch reported that Charles Schwab posted record first-quarter revenue, but revenue missed Wall Street expectations and the stock fell that day. The same report said the company opened 1.3 million new brokerage accounts during the quarter.

Prices are shown split- and dividend-adjusted, matching what public charts show today.

Share this receipt

A scored call, published before the outcome was known. Paste the link anywhere — it unfurls as the card above.

Lyra

Read the next call before it closes.

This is one signal, scored after the fact. Today’s picks come with the same plain-language thesis — published before anyone knows the outcome.

See today’s picks All SCHW signals