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.
Big gain (+1.8% or better)
A daily rise among the stock's own best 10% of the prior 2 years.
| 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 | 52 | -0.04% (-0.2 to +0.1) | High | #404 of 500 | 48% | -0.02% |
-7%
+5%
|
|
| 1 week | 52 | +0.94% (+0.2 to +1.8) | High | #73 of 500 | 62% | +0.47% |
-11%
+14%
|
|
| 1 month | 51 ≈36 indep. | +0.54% (-1.5 to +3.5) | High | #283 of 500 | 53% | -0.19% |
-11%
+19%
|
|
| 1 quarter | 49 ≈15 indep. | +5.77% (+1.2 to +10.6) | Medium | #161 of 499 | 65% | +2.54% |
-37%
+35%
|
Range of outcomes: all of SCHW's big gains 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.
Big gain by trend
| When it happened | Events | 1 day | 1 week | 1 month | 1 quarter |
|---|---|---|---|---|---|
| Long trendAbove its 200-day avg | 28 | -0.1%H vs +0.1% | +0.6%H vs +0.2% | -0.5%H vs +0.9% | +1.2%M vs +1.8% |
| Below its 200-day avg now | 24 | 0.0%H vs +0.1% | +1.7%H vs +0.5% | +4.0%M vs +2.5% | +12.7%M vs +13.5% |
| Medium trendAbove its 50-day avg | 27 | -0.1%H vs +0.1% | +0.7%H vs +0.2% | +1.3%H vs +1.1% | +1.6%M vs +2.3% |
| Below its 50-day avg now | 25 | 0.0%H vs 0.0% | +1.7%H vs +0.3% | -0.4%M vs +1.1% | +17.2%M vs +10.6% |
| Short trendAbove its 20-day avg | 33 | -0.1%H vs 0.0% | +0.7%H vs +0.2% | +2.1%H vs +1.5% | +3.5%M vs +3.9% |
| Below its 20-day avg now | 19 | 0.0%M vs +0.1% | +1.7%M vs +0.4% | -1.5%M vs +0.9% | +11.9%M 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 big gains
| Event | Entry | 1 day | 1 week | 1 month | 1 quarter | |
|---|---|---|---|---|---|---|
| Sep 3, 2026 | Sep 3 @ $110.38 | +2.0% on the day (line +1.8%) | -1.0% | -2.8% | … | … |
| Aug 21, 2026 | Aug 21 @ $112.30 | +2.3% on the day (line +1.8%) | +1.2% | -1.9% | -10.6% | … |
| Jul 27, 2026 | Jul 27 @ $103.88 | +2.2% on the day (line +1.8%) | +1.7% | +1.6% | +8.1% | … |
| Jun 30, 2026 | Jun 30 @ $92.00 | +1.9% on the day (line +1.8%) | +3.8% | +10.2% | +13.1% | +7.7% |
| Jun 12, 2026 | Jun 12 @ $90.84 | +2.7% on the day (line +1.8%) | -0.2% | +1.0% | +12.8% | +18.1% |
| May 29, 2026 | May 29 @ $87.10 | +2.3% on the day (line +1.8%) | +1.6% | +1.7% | +5.6% | +26.5% |
| May 12, 2026 | May 12 @ $89.92 | +2.7% on the day (line +1.8%) | +1.1% | +1.8% | -1.6% | +21.2% |
| Apr 27, 2026 | Apr 27 @ $90.17 | +2.5% on the day (line +1.8%) | +0.1% | +0.8% | -5.3% | +17.2% |
| Apr 8, 2026 | Apr 8 @ $96.07 | +3.6% on the day (line +1.8%) | +0.6% | +3.7% | -7.4% | +5.8% |
| Mar 13, 2026 | Mar 13 @ $92.46 | +2.0% on the day (line +1.8%) | +0.6% | +1.7% | +5.7% | -1.8% |
| Feb 26, 2026 | Feb 26 @ $96.89 | +2.3% on the day (line +1.8%) | -2.4% | -2.2% | -5.3% | -12.2% |
| Feb 18, 2026 | Feb 18 @ $94.76 | +2.5% on the day (line +1.8%) | -1.6% | 0.0% | -1.5% | -3.4% |
| Feb 6, 2026 | Feb 6 @ $104.05 | +3.0% on the day (line +1.8%) | +2.0% | -10.5% | -11.0% | -15.1% |
| Jan 22, 2026 | Jan 22 @ $103.03 | +2.2% on the day (line +1.7%) | -1.8% | -0.6% | -10.6% | -14.3% |
| Jan 5, 2026 | Jan 5 @ $102.72 | +2.1% on the day (line +1.7%) | -0.2% | -1.8% | +0.1% | -9.7% |
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.