Track record · closed signal

Charles Schwab Corp (SCHW) — closed signal from June 30, 2026

Target reached Published before the outcome was known, scored automatically when the window closed on September 28, 2026 — +6.2% at the close.

Predicted vs. what happened

SCHW price · publication thesis → realized outcomesplit-adjusted

$88.48 – $93.45Entry zone — fair-value band

$92.54Published — price the day we called it

$107.03Target — the price the thesis aimed for

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

$98.30Window close — end-of-window price, context only

What happened

Target reached

Reached its target in 36 days.

At window close

+6.2%

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

Peak gain

+23.8%

peak, from the publication price — not a realized return

S&P 500, same window

+2.8%

SPY over the identical days, dividend-adjusted

Window close

$98.30

last close inside the window, ended September 28, 2026

Peak price

$114.53

peak on August 24, 2026 — not a realized return

Days to target

The thesis — published June 30, 2026

Predicted growth

+16%

over the measurement window

Target price

$107.03

the price the thesis aimed for

Entry zone

$88.48 – $93.45

the fair-value band we waited for

Price at publication

$92.54

published June 30, 2026

Confidence

77%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

Charles Schwab mixes steady businesses-brokerage, custody and wealth services-with solid profits and a strong balance sheet. Retirement trends and broad investor sentiment around banks add support. Early positive price action helps the case, but recent insider selling and sensitivity to interest rates temper enthusiasm.

Primary drivers

Core brokerage and wealth services stay steady across markets
Positive sentiment about bank capital returns helps the group
Strong profits and cash give protection in downturns
Recent price action looks healthy without being extended

How it played out

SCHW: target reached in 36 days

Lyra published the SCHW thesis on June 30 at 92.54. It expected 16% growth toward 107.03. The thesis pointed to steady brokerage and wealth services, positive sentiment around bank capital returns, strong profits and cash, and healthy recent price action.

The shares reached the target in 36 days. They peaked at 114.53 on August 24, a gain of 23.8%. SCHW then fell from that peak and ended the window at 98.30 on September 28. The published thesis played out within the measurement window.

What happened during the window

On July 21, Charles Schwab reported second-quarter net revenue of $7.1 billion and earnings per share of $1.54. On August 12, the company announced that single-stock futures had launched 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