SCHW
Underperforming without a clear catalyst yet
- SCHW −1.70% on the last session vs SPY +0.74%: −2.4 pts of stock-specific move.
- Aftermath, big drop (Oct 2): After its 52 big drops in the past 5 years, SCHW typically gained 0.3% over the next day (median) and was higher 62% of the time; half the outcomes fell between -0.5% and +1.5%. An ordinary day: +0.1%. Among S&P 500 stocks after big drops, that ranks #107 of 500.
- Market backdrop (Fri): Average Hourly Earnings m/m 0.1% vs 0.3% expected (cooler); Non-Farm Employment Change 29K vs 89K expected (weaker); S&P futures +0.41%, 10-year yield -5bp in the 30 minutes after.
After each kind of event
| Event | Events | 1 day | 1 week | 1 month | 1 quarter |
|---|---|---|---|---|---|
| Any day | 1,255 | +0.1%#262 H | +0.3%#232 H | +1.2%#181 H | +5.7%#74 M |
| Big drop latest session (-1.6% or worse) | 53 | +0.3%#107 H | -0.1%#325 H | +0.9%#375 H | +6.4%#158 M |
| Big gain (+1.8% or better) | 52 | 0.0%#404 H | +0.9%#73 H | +0.5%#283 H | +5.8%#161 M |
| Earnings beat | 16 | +0.3%#105 M | +1.3%#117 M | +1.9%#184 M | +11.5%#16 M |
| Earnings miss | 3 | -0.7%#156 L | -3.9%#278 L | -2.9%#209 L | -16.4%#266 L |
| 52-week high | 10 | -0.3%#453 M | +1.0%#9 M | +1.4%#152 M | -2.0%#372 M |
| 52-week low | 3 | -1.4%#155 L | -1.0%#227 L | +5.9%#88 L | +28.1%#49 L |
| Crossed above 200-day avg Oct 1 | 11 | -1.6%#455 M | -2.7%#454 M | +1.0%#266 M | +7.4%#81 M |
| Crossed below 200-day avg Sep 30 | 10 | -0.3%#334 M | -1.0%#394 M | -1.8%#422 M | +4.1%#226 M |
| RSI oversold Sep 28 | 11 | +0.7%#122 M | +1.9%#162 M | -1.3%#430 M | +10.2%#151 L |
| RSI overbought | 19 | -0.1%#303 M | +0.1%#232 M | +0.8%#217 M | +1.9%#181 M |
| Reddit spike | 3 | +0.4%#42 L | +0.9%#35 L | -9.1%#91 L | -8.8%#71 L |
| Analyst upgrade | — | — | — | — | — |
| Analyst downgrade | — | — | — | — | — |
| Insider buy | — | — | — | — | — |
| Insider unplanned sale | — | — | — | — | — |
Median gain from the close of the session the event was known, over each holding period; #rank among the S&P 500 stocks after the same kind of event (#1 = best). "Big" is SCHW's own: its worst / best 10% of days over the prior 2 years. Highlighted: happening in the latest session.
RSI oversold
The 14-day RSI falls below 30.
| Holding | Events | Median (likely range) | Confidence | Rank | Up | vs SPY | Range of outcomes (worst · 25–75% · median · best) | vs S&P 500 stocks (their medians) |
|---|---|---|---|---|---|---|---|---|
| 1 day | 11 | +0.70% (0.0 to +1.0) | Medium | #122 of 496 | 64% | +0.26% |
-12%
+3%
|
|
| 1 week | 10 | +1.91% (-3.4 to +3.8) | Medium | #162 of 496 | 70% | +1.23% |
-13%
+11%
|
|
| 1 month | 10 ≈9 indep. | -1.32% (-5.3 to +2.8) | Medium | #430 of 495 | 40% | +0.73% |
-22%
+20%
|
|
| 1 quarter | 10 ≈6 indep. | +10.25% (+1.0 to +24.2) | Low | #151 of 493 | 80% | +4.38% |
-17%
+34%
|
Range of outcomes: all of SCHW's oversold readings in the past 5 years, from the worst to the best result over each holding period; the box holds the middle half, the tick is the median. A wide box means the median alone says little. Hover the median for the average.
RSI oversold by trend
| When it happened | Events | 1 day | 1 week | 1 month | 1 quarter |
|---|---|---|---|---|---|
| Long trendAbove its 200-day avg | 2 | -2.3%– vs +0.1% | -3.4%– vs +0.2% | -2.7%– vs +0.9% | +1.0%– vs +1.8% |
| Below its 200-day avg now | 7 | +1.0%L vs +0.1% | +3.8%L vs +0.5% | -0.8%L vs +2.5% | +24.2%L vs +13.5% |
| Medium trendAbove its 50-day avg | — | — | — | — | — |
| Below its 50-day avg now | 11 | +0.7%M vs 0.0% | +1.9%M vs +0.3% | -1.3%M vs +1.1% | +10.2%L vs +10.6% |
| Short trendAbove its 20-day avg | — | — | — | — | — |
| Below its 20-day avg now | 11 | +0.7%M vs +0.1% | +1.9%M vs +0.4% | -1.3%M vs +0.9% | +10.2%L vs +7.7% |
The same event split by where SCHW stood against its 200-, 50- and 20-day averages when it happened (a dip in an uptrend vs a falling knife); "vs" is the plain any-day median in that trend; "now" marks where it stands today. Splitting halves the evidence, so watch the confidence letters: H / M / L.
Latest oversold readings
| Event | Entry | 1 day | 1 week | 1 month | 1 quarter | |
|---|---|---|---|---|---|---|
| Sep 28, 2026 | Sep 28 @ $98.30 | RSI 29.8, -0.7% on the day | +0.8% | … | … | … |
| Apr 4, 2025 | Apr 4 @ $67.78 | RSI 29.3, -7.8% on the day | +1.4% | +11.4% | +19.9% | +33.6% |
| Mar 10, 2025 | Mar 10 @ $69.92 | RSI 28.2, -4.5% on the day | +1.7% | +9.2% | -1.8% | +24.2% |
| Jul 16, 2024 | Jul 16 @ $65.47 | RSI 28.5, -10.2% on the day | -5.4% | -3.4% | -2.7% | +1.0% |
| Oct 23, 2023 | Oct 23 @ $47.33 | RSI 29.6, -3.0% on the day | +1.0% | +2.9% | +14.0% | +29.3% |
| Oct 3, 2023 | Oct 3 @ $49.22 | RSI 25.5, -4.2% on the day | +0.2% | +0.9% | +3.0% | +31.3% |
| Aug 22, 2023 | Aug 22 @ $54.18 | RSI 28.1, -5.0% on the day | +2.8% | +5.3% | -0.8% | +0.6% |
| Apr 4, 2023 | Apr 4 @ $47.54 | RSI 29.3, -3.0% on the day | -2.3% | +3.8% | -5.3% | +12.5% |
| Mar 9, 2023 | Mar 9 @ $63.20 | RSI 24.0, -12.8% on the day | -11.7% | -12.9% | -22.2% | -16.8% |
| May 9, 2022 | May 9 @ $60.24 | RSI 29.9, -4.9% on the day | +0.7% | +0.2% | +2.8% | +8.0% |
| Apr 22, 2022 | Apr 22 @ $66.06 | RSI 29.8, -4.0% on the day | 0.0% | -5.7% | -6.9% | -9.2% |
Aftermath: entry is the close of the first session the event was fully known (the same session for price moves, the reaction session for earnings, the next session for Reddit, analyst and insider events, which are dated by day). Repeats within a few sessions count as one event. Past performance after an event says nothing certain about the next one. Not advice.