Track record · closed signal

Charles Schwab Corp (SCHW) — closed signal from June 12, 2026

Target reached Published before the outcome was known, scored automatically when the window closed on September 10, 2026 — +18.5% at the close.

Predicted vs. what happened

SCHW price · publication thesis → realized outcomesplit-adjusted

$85.50 – $90.47Entry zone — fair-value band

$90.61Published — price the day we called it

$102.99Target — the price the thesis aimed for

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

$107.33Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 31 days.

At window close

+18.5%

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

Peak gain

+26.4%

peak, from the publication price — not a realized return

S&P 500, same window

+2.4%

SPY over the identical days, dividend-adjusted

Window close

$107.33

last close inside the window, ended September 10, 2026

Peak price

$114.53

peak on August 24, 2026 — not a realized return

Days to target

The thesis — published June 12, 2026

Predicted growth

+14%

over the measurement window

Target price

$102.99

the price the thesis aimed for

Entry zone

$85.50 – $90.47

the fair-value band we waited for

Price at publication

$90.61

published June 12, 2026

Confidence

72%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

Record monthly client asset inflows give Schwab a clear near-term operating boost that backs the recovery story for its brokerage and wealth businesses. Profitability and a strong balance sheet make the setup constructive, but the stock has rallied and looks extended, so better short-term setups rely on a pullback or sideways pause.

Primary drivers

Record inflows show customers are bringing more money to the firm
Brokerage and wealth services gain when people take more investment risk
A solid balance sheet helps the bank withstand shocks and fund growth
Recent strength is positive but a period of calm would be healthier

How it played out

SCHW: target reached in 31 days

Lyra published SCHW at $90.61 with expected growth of 14% and a $102.99 target. The thesis pointed to record client asset inflows, stronger brokerage and wealth activity when investors took more risk, and a solid balance sheet. It also noted that recent strength had left the stock extended, so a pullback or sideways pause offered a better setup.

SCHW reached the target in 31 days. It later peaked at $114.53 on August 24, a gain of 26.4%. The stock ended the window at $107.33, still above the target. The thesis played out.

What happened during the window

On July 21, 2026, Schwab reported second-quarter net revenue of $7.1 billion and net income of $2.8 billion. On August 12, 2026, Schwab announced that it had launched single-stock futures for more than 50 U.S. stocks.

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