SCHW monthly performance report
Check SCHW's monthly returns, drawdown, and seasonality trends — updated every month.
SCHW monthly report
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Key takeaways
- Charles Schwab Corporation (SCHW) closed November 2026 at $92.98, up 5.60% for the month and −2.50% over the trailing 12 months.
- Year-to-date, SCHW is −6.94%, underperforming the S&P 500 which has returned +10.62% YTD.
- The stock is trading −4.22% versus its 200-day moving average ($97.08), a cautious technical signal.
- Over the past three years, SCHW has outperformed the S&P 500 by +0.94%, with a relative strength index reading of 100.5.
- Win rate over the trailing 39 months stands at 48.7% — 19 positive months versus 20 negative months.
Charles Schwab Corporation ended November 2026 at $92.98, posting a monthly return of +5.60%. The S&P 500 returned −0.18% over the same window, leaving relative performance at +5.78%.
The current quarter stands at −4.87% (Q4 2026 (QTD)), while medium-term trend remains soft: price is −4.22% versus the 200-day moving average ($97.08).
Year-to-date, SCHW is −6.94% against SPY +10.62%, a gap of −17.56%. The stock is currently −18.82% below its 52-week high, with maximum 3-year drawdown at −22.53%.
| Period | SCHW | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.37% | −0.36% | +1.74% |
| 1 Week | +1.63% | +2.59% | −0.97% |
| 1 Month | +5.60% | −0.18% | +5.78% |
| 3 Months | −15.92% | −2.37% | −13.55% |
| 6 Months | +3.96% | +0.83% | +3.13% |
| YTD | −6.94% | +10.62% | −17.56% |
| 12 Months | −2.50% | +12.25% | −14.75% |
| 3 Years | +72.31% | +71.37% | +0.94% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2023 | +17.83% |
| #2 | Nov 2024 | +16.84% |
| #3 | Jul 2026 | +14.06% |
| #4 | Dec 2023 | +12.20% |
| #5 | Jan 2025 | +11.77% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2024 | −11.53% |
| #2 | Sep 2026 | −11.00% |
| #3 | Dec 2024 | −10.57% |
| #4 | Oct 2026 | −9.91% |
| #5 | Jan 2024 | −8.55% |
| Quarter | Return |
|---|---|
| Q3 2025 | +4.64% |
| Q4 2025 | +4.65% |
| Q1 2026 | −5.94% |
| Q2 2026 | −1.82% |
| Q3 2026 | +5.93% |
| Q4 2026 (QTD) | −4.87% |
| Year | Return |
|---|---|
| 2023 | −17.37% |
| 2024 | +7.57% |
| 2025 | +35.00% |
| 2026 | −6.94% |
| Metric | Value |
|---|---|
| 52-Week High | $114.53 (2026-08-24) |
| 52-Week Low | $83.96 (2026-05-28) |
| Current Price | $92.98 |
| 200-Day Moving Average | $97.08 |
| Price vs 200DMA | −4.22% |
| 3-Year Maximum Drawdown | −22.53% (2026-10-30) |
| Current Drawdown from 52W High | −18.82% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 100.5 |
| 3-Year Excess Return vs S&P 500 | +0.94% |
| RS Peak | 126.7 (Jul 2025) |
| RS Trough | 90.1 (Sep 2024) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was SCHW's return for this report period?
SCHW returned +5.60% in the latest monthly window ending 2026-11-13.
Has SCHW outperformed SPY year to date?
YTD SCHW: −6.94% vs SPY: +10.62%.
What is SCHW's 12-month return?
−2.50% over the trailing 12 months.
Is SCHW above or below its 200-day moving average?
Price is −4.22% versus 200DMA ($97.08).
What is the maximum drawdown in the 3-year window?
−22.53% on 2026-10-30.