Track record · closed signal

Charles Schwab Corp (SCHW) — closed signal from June 1, 2026

Target reached Published before the outcome was known, scored automatically when the window closed on August 30, 2026 — +26.5% at the close.

Predicted vs. what happened

SCHW price · publication thesis → realized outcomesplit-adjusted

$83.51 – $87.49Entry zone — fair-value band

$87.06Published — price the day we called it

$100.69Target — the price the thesis aimed for

$114.53Peak — highest point inside the window, not a realized return

$110.16Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 36 days.

At window close

+26.5%

realized, from the publication price to the last close inside the window

Peak gain

+31.6%

peak, from the publication price — not a realized return

S&P 500, same window

+1.7%

SPY over the identical days, dividend-adjusted

Window close

$110.16

last close inside the window, ended August 30, 2026

Peak price

$114.53

peak on August 24, 2026 — not a realized return

Days to target

The thesis — published June 1, 2026

Predicted growth

+16%

over the measurement window

Target price

$100.69

the price the thesis aimed for

Entry zone

$83.51 – $87.49

the fair-value band we waited for

Price at publication

$87.06

published June 1, 2026

Confidence

73%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

Schwab's business is built on a very large pool of client assets, which helps steady revenue and profit. A higher price target from coverage shows growing market confidence and valuation looks fair. But recent selling by insiders and a weak short-term price pattern mean the stock needs to stabilize while its wealth-management business stays healthy before a clearer move up.

Primary drivers

Big client-asset base creates steady fees and cost advantages
Raised target shows growing confidence in Schwab's outlook
Strong profits and cash make Schwab less risky than peers
If the price steadies after the pullback, upside could return

How it played out

SCHW: target reached in 36 days

On June 1, Lyra published a 16% growth thesis from a price of $87.06. The thesis pointed to Schwab's large client-asset base, steady fees, cost advantages, strong profits and cash, and a raised price target. It also noted insider selling and a weak short-term price pattern, so stabilization was part of the case.

The stock reached the $100.69 target in 36 days. It later peaked at $114.53 on August 24, a 31.6% gain. It ended the window at $110.16, still above the target. The published thesis played out and exceeded its expected growth.

What happened during the window

On July 21, Schwab reported second-quarter net revenue of $7.1 billion and net income of $2.8 billion.

Schwab Reports Record Quarterly Revenue and Earnings

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

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