Track record · closed signal

Charles Schwab Corp (SCHW) — closed signal from March 18, 2026

Partial Published before the outcome was known, scored automatically when the window closed on June 16, 2026 — -0.2% at the close.

Predicted vs. what happened

SCHW price · publication thesis → realized outcomesplit-adjusted
$93.82 Published $107.89 Target $93.67 Window close $100.76 Peak
$92.00 – $95.00Entry zone — fair-value band
$93.82Published — price the day we called it
$107.89Target — the price the thesis aimed for
$100.76Peak — highest point inside the window, not a realized return
$93.67Window close — end-of-window price, context only

What happened

Partial

Reached 49% of the predicted growth at its peak, without hitting the target.

At window close
-0.2%
realized, from the publication price to the last close inside the window
Peak gain
+7.4%
peak, from the publication price — not a realized return
S&P 500, same window
+13.8%
SPY over the identical days, dividend-adjusted
Window close
$93.67
last close inside the window, ended June 16, 2026
Peak price
$100.76
peak on April 15, 2026 — not a realized return
Days to target
—

The thesis — published March 18, 2026

Predicted growth
+15%
over the measurement window
Target price
$107.89
the price the thesis aimed for
Entry zone
$92.00 – $95.00
the fair-value band we waited for
Price at publication
$93.82
published March 18, 2026
Confidence
81%
how strongly the data lined up
Timeframe
Short-term (0–3 months)

Schwab's recent news shows its business is improving now, not just the stock looking cheap. The company expects better quarterly sales and has more client assets, which can boost fees and trading revenue soon. The share price is near a stable area, so buying now lets investors add while the market figures out interest rate direction.

Primary drivers

  • Company expects better sales and more client assets soon
  • More brokerage and wealth activity should help profits recover
  • Shares are trading near a stable price area, not extended
  • Company momentum can help even if interest rates stay unclear

How it played out

SCHW: the target was not reached

Lyra published SCHW at $93.82 with an expected gain of 15% and a target of $107.89. The thesis pointed to better sales, rising client assets, more brokerage and wealth activity, and a stable share-price area. It expected business momentum to support the stock while interest rates remained unclear.

SCHW rose to a peak of $100.76 on 2026-04-15, a gain of 7.4%. It never reached the target. By 2026-06-16, it had fallen to $93.67, below the publication price. The thesis only partially played out during the window.

What happened during the window

On 2026-04-16, Charles Schwab reported first-quarter revenue of $6.5 billion, up 16% year over year, and $140 billion in core net new assets.

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

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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