SCHW monthly performance report
Check SCHW's monthly returns, drawdown, and seasonality trends — updated every month.
SCHW monthly report
—
Key takeaways
- Charles Schwab Corporation (SCHW) closed September 2026 at $105.16, down 4.24% for the month and +15.52% over the trailing 12 months.
- Year-to-date, SCHW is +5.25%, underperforming the S&P 500 which has returned +10.58% YTD.
- The stock is trading +7.52% versus its 200-day moving average ($97.80), a bullish technical signal.
- Over the past three years, SCHW has outperformed the S&P 500 by +10.55%, with a relative strength index reading of 106.9.
- Win rate over the trailing 39 months stands at 48.7% — 19 positive months versus 20 negative months.
Charles Schwab Corporation ended September 2026 at $105.16, posting a monthly return of −4.24%. The S&P 500 returned −1.69% over the same window, leaving relative performance at −2.55%.
The current quarter stands at +13.97% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +7.52% versus the 200-day moving average ($97.80).
Year-to-date, SCHW is +5.25% against SPY +10.58%, a gap of −5.32%. The stock is currently −8.18% below its 52-week high, with maximum 3-year drawdown at −21.75%.
| Period | SCHW | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −2.44% | −0.44% | −2.00% |
| 1 Week | −1.30% | −1.10% | −0.20% |
| 1 Month | −4.24% | −1.69% | −2.55% |
| 3 Months | +15.43% | −0.10% | +15.54% |
| 6 Months | +13.48% | +13.21% | +0.27% |
| YTD | +5.25% | +10.58% | −5.32% |
| 12 Months | +15.52% | +14.25% | +1.27% |
| 3 Years | +80.63% | +70.07% | +10.55% |
| Rank | Month | Return |
|---|---|---|
| #1 | Nov 2023 | +17.83% |
| #2 | Nov 2024 | +16.84% |
| #3 | Jul 2023 | +16.62% |
| #4 | Jul 2026 | +14.06% |
| #5 | Dec 2023 | +12.20% |
| Rank | Month | Return |
|---|---|---|
| #1 | Jul 2024 | −11.53% |
| #2 | Dec 2024 | −10.57% |
| #3 | Aug 2023 | −10.51% |
| #4 | Jan 2024 | −8.55% |
| #5 | Feb 2026 | −8.39% |
| Quarter | Return |
|---|---|
| Q2 2025 | +16.56% |
| Q3 2025 | +4.64% |
| Q4 2025 | +4.65% |
| Q1 2026 | −5.94% |
| Q2 2026 | −1.82% |
| Q3 2026 (QTD) | +13.97% |
| Year | Return |
|---|---|
| 2023 | −17.37% |
| 2024 | +7.57% |
| 2025 | +35.00% |
| 2026 | +5.25% |
| Metric | Value |
|---|---|
| 52-Week High | $114.53 (2026-08-24) |
| 52-Week Low | $83.96 (2026-05-28) |
| Current Price | $105.16 |
| 200-Day Moving Average | $97.80 |
| Price vs 200DMA | +7.52% |
| 3-Year Maximum Drawdown | −21.75% (2024-09-12) |
| Current Drawdown from 52W High | −8.18% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 106.9 |
| 3-Year Excess Return vs S&P 500 | +10.55% |
| RS Peak | 119.1 (Jul 2025) |
| RS Trough | 84.7 (Sep 2024) |
| Status | Outperforming Benchmark |
Frequently asked questions
What was SCHW's return for this report period?
SCHW returned −4.24% in the latest monthly window ending 2026-09-16.
Has SCHW outperformed SPY year to date?
YTD SCHW: +5.25% vs SPY: +10.58%.
What is SCHW's 12-month return?
+15.52% over the trailing 12 months.
Is SCHW above or below its 200-day moving average?
Price is +7.52% versus 200DMA ($97.80).
What is the maximum drawdown in the 3-year window?
−21.75% on 2024-09-12.