Track record · closed signal

Charles Schwab Corp (SCHW) — closed signal from June 5, 2026

Target reached Published before the outcome was known, scored automatically when the window closed on September 3, 2026 — +25.3% at the close.

Predicted vs. what happened

SCHW price · publication thesis → realized outcomesplit-adjusted

$84.51 – $88.48Entry zone — fair-value band

$88.06Published — price the day we called it

$100.98Target — the price the thesis aimed for

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

$110.38Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 32 days.

At window close

+25.3%

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

Peak gain

+30.1%

peak, from the publication price — not a realized return

S&P 500, same window

+5.1%

SPY over the identical days, dividend-adjusted

Window close

$110.38

last close inside the window, ended September 3, 2026

Peak price

$114.53

peak on August 24, 2026 — not a realized return

Days to target

The thesis — published June 5, 2026

Predicted growth

+15%

over the measurement window

Target price

$100.98

the price the thesis aimed for

Entry zone

$84.51 – $88.48

the fair-value band we waited for

Price at publication

$88.06

published June 5, 2026

Confidence

66%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

Charles Schwab has strong finances and a very large client base, which supports steady business. Recent industry updates show competitors making it easier to use their platforms and adding tools for advisors, so Schwab must keep investing in its platform. Short-term momentum and cautious insider behavior make immediate conviction only moderate.

Primary drivers

Large client base means regular trading and advice activity
Strong balance sheet helps the company weather stress
Competitor moves mean Schwab must keep improving its platform
Weak short-term momentum and insider caution reduce conviction

How it played out

SCHW: target reached in 32 days

Lyra published a 15% growth thesis from $88.06, with a $100.98 target. The thesis pointed to Schwab's large client base, regular trading and advice activity, and strong balance sheet. It also cited pressure to improve the platform, weak short-term momentum, and cautious insider behavior.

SCHW reached the target in 32 days. It later peaked at $114.53 on August 24, a 30.1% gain. The stock ended the window at $110.38, still above the target. The thesis played out and exceeded its expected growth.

What happened during the window

On July 21, 2026, Schwab reported second-quarter net revenue of $7.1 billion and earnings per share of $1.54. On August 12, 2026, the company announced that single-stock futures for more than 50 U.S. stocks were available on its thinkorswim platforms.

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