SCHW monthly performance report
Monthly SCHW research: returns, drawdown, relative strength, seasonality, and key stats.
SCHW monthly report
—
Key takeaways
- Charles Schwab Corporation (SCHW) closed August 2026 at $108.02, up 2.64% for the month and +12.01% over the trailing 12 months.
- Year-to-date, SCHW is +8.12%, underperforming the S&P 500 which has returned +12.89% YTD.
- The stock is trading +12.81% versus its 200-day moving average ($95.76), a bullish technical signal.
- Over the past three years, SCHW has underperformed the S&P 500 by −5.90%, with a relative strength index reading of 95.9.
- Win rate over the trailing 39 months stands at 56.4% — 22 positive months versus 17 negative months.
Charles Schwab Corporation ended August 2026 at $108.02, posting a monthly return of +2.64%. The S&P 500 returned +3.05% over the same window, leaving relative performance at −0.41%.
The current quarter stands at +16.43% (Q3 2026 (QTD)), while medium-term trend remains constructive: price is +12.81% versus the 200-day moving average ($95.76).
Year-to-date, SCHW is +8.12% against SPY +12.89%, a gap of −4.77%. The stock is currently −0.49% below its 52-week high, with maximum 3-year drawdown at −25.22%.
| Period | SCHW | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | +1.57% | −0.20% | +1.77% |
| 1 Week | +1.93% | +3.90% | −1.97% |
| 1 Month | +2.64% | +3.05% | −0.41% |
| 3 Months | +17.87% | +7.11% | +10.76% |