Track record · closed signal

The Charles Schwab Corporation (SCHW) — closed signal from August 25, 2025

Partial Published before the outcome was known, scored automatically when the window closed on November 23, 2025.

Predicted vs. what happened

SCHW price · publication thesis → realized outcomesplit-adjusted

$93.97 – $95.95Entry zone — fair-value band

$95.66Published — price the day we called it

$111.61Target — the price the thesis aimed for

$98.22Peak — highest point inside the window, not a realized return

$90.51Window close — end-of-window price, context only

What happened

Partial

Reached 16% of the predicted growth at its peak, without hitting the target.

Peak price

$98.22

peak on November 12, 2025 — not a realized return

Peak gain

+2.7%

peak, from the publication price

Window close

$90.51

end-of-window price, context only

Days to target

—

Window

August 25, 2025 – November 23, 2025

The thesis — published August 25, 2025

Predicted growth

+17%

over the measurement window

Target price

$111.61

the price the thesis aimed for

Entry zone

$93.97 – $95.95

the fair-value band we waited for

Price at publication

$95.66

published August 25, 2025

Confidence

81%

how strongly the data lined up

Timeframe

Short-term (0–3 months)

Schwab looks like a solid company whose stock may have fallen too far and could bounce. The price sits near its recent average, making risk easier to plan. Fresh news shows client money is close to $11T and independent setup scores look strong. If interest rates ease, Schwab can earn more on client cash and investors may value the stock higher. Look for strong buying on up days as a base forms over the next few months.

Primary drivers

Shares look beaten down, offering a clearer path to plan risk and reward.
Nearly $11T of client assets supports steady fees and long-term growth.
Lower rates can lift what Schwab earns on client cash and boost profits.
Independent ratings suggest the setup is strong and quality is high.

How it played out

SCHW: target was not reached

Lyra published SCHW at $95.66 on 2025-08-25 with a short-term thesis for 17% growth toward $111.61. The thesis pointed to a stock that looked beaten down, nearly $11T of client assets, possible profit support from lower rates, and independent ratings that suggested a strong setup.

Inside the window, SCHW peaked at $98.22 on 2025-11-12. That was a 2.7% gain, but it stayed below the $111.61 target and never reached it. The stock ended the window at $90.51. The thesis only partially played out.

What happened during the window

On 2025-10-17, Investor's Business Daily reported that Schwab beat third-quarter estimates and had total client assets of $11.59 trillion. On 2025-11-06, Barron's reported that Schwab agreed to buy Forge Global in a deal valued at about $660 million.

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