Track record · closed signal

Charles Schwab Corp (SCHW) — closed signal from June 22, 2026

Target reached Published before the outcome was known, scored automatically when the window closed on September 20, 2026 — +14.8% at the close.

Predicted vs. what happened

SCHW price · publication thesis → realized outcomesplit-adjusted

$87.49 – $92.46Entry zone — fair-value band

$91.70Published — price the day we called it

$106.06Target — the price the thesis aimed for

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

$105.25Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 37 days.

At window close

+14.8%

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

Peak gain

+24.9%

peak, from the publication price — not a realized return

S&P 500, same window

+2.6%

SPY over the identical days, dividend-adjusted

Window close

$105.25

last close inside the window, ended September 20, 2026

Peak price

$114.53

peak on August 24, 2026 — not a realized return

Days to target

The thesis — published June 22, 2026

Predicted growth

+16%

over the measurement window

Target price

$106.06

the price the thesis aimed for

Entry zone

$87.49 – $92.46

the fair-value band we waited for

Price at publication

$91.70

published June 22, 2026

Confidence

77%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

Schwab stands out because it is bringing in a lot of new client assets and launching new products that should increase fees and trading. Recent announcements on net new assets and an S&P-linked prediction-market tool add to the growth story. Price action looks constructive, but sensitivity to interest rates and insider moves keeps overall conviction lower than top large-cap names.

Primary drivers

Large inflows grow client balances and fee potential
New products can increase customer trading and engagement
Scale in wealth and brokerage helps keep fees steady
Interest-rate moves and insider activity reduce conviction

How it played out

SCHW: target reached in 37 days

On June 22, 2026, Lyra published a short-term thesis on SCHW at $91.70. It expected 16% growth toward $106.06. The thesis pointed to large client inflows, new products that could increase trading and engagement, and Schwab's scale in wealth and brokerage. It also cited interest-rate moves and insider activity as risks.

The stock reached the target in 37 days. It later peaked at $114.53 on August 24, a 24.9% gain within the window. SCHW ended the period at $105.25, below the target but above the publication price. The thesis played out and exceeded its expected growth at the peak.

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. It also reported $120 billion in core net new assets for the quarter.

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