Check historical price trends and seasonality for Charles Schwab Corporation (SCHW).
Charles Schwab Corporation (SCHW) average YTD return over the past 10 years is +13.97%.
Over the past 10 years, the return for the specified period (Mar 15 for 60 days) is -3.25%.
3 wins 5 losses with a win rate of 37.50%.
1) Overview:
Charles Schwab (SCHW) exhibits a distinct seasonal pattern. The stock tends to decline from early March, reaching a low point around April 7 with an average decrease of -6.1%. A strong bullish phase then begins in October, accelerating through November and December, culminating in substantial gains by December 27 and December 31, averaging +14.9% and +13.9% respectively.
2) Buy-the-dip points:
The most significant dip opportunity appears in early April, specifically around April 7, where the stock shows an average decline of -6.1%. This pullback is preceded by consistent declines throughout March. Another, less pronounced, dip occurs in late June and early July. Investors might consider these periods as potential entry points, anticipating a rebound in the latter half of the year, especially leading into the strong performance typically seen in November and December.
3) Summary:
A seasonal investment strategy for SCHW could involve accumulating shares during the weakness in April, capitalizing on the historically lower prices. The data suggests holding through the summer and into the fall before the bullish momentum builds in late October and continues through December. Consider exiting or reducing positions near the end of December to capture the gains from the seasonal rally.
| Year | Start Date | Start Price | End Date | End Price | Return | Rate (%) |
|---|---|---|---|---|---|---|
| 2024 | 2024-03-15 | 67.0400 | 2024-05-13 | 74.7000 | 7.6600 | 11.43 |
| 2023 | 2023-03-15 | 59.5500 | 2023-05-13 | 48.9400 | -10.6100 | -17.82 |
| 2022 | 2022-03-15 | 83.1700 | 2022-05-13 | 65.6100 | -17.5600 | -21.11 |
| 2021 | 2021-03-15 | 66.3400 | 2021-05-13 | 70.4300 | 4.0900 | 6.17 |
| 2019 | 2019-03-15 | 45.4500 | 2019-05-13 | 43.8100 | -1.6400 | -3.61 |
| 2018 | 2018-03-15 | 55.5900 | 2018-05-13 | 59.4600 | 3.8700 | 6.96 |
| 2017 | 2017-03-15 | 42.7200 | 2017-05-13 | 39.6100 | -3.1100 | -7.28 |
| 2016 | 2016-03-15 | 27.7400 | 2016-05-13 | 27.5300 | -0.2100 | -0.76 |
| Avg | 55.9500 | 53.7613 | -2.19 | -3.25 |
| Day \ Month | Jan Total -0.95% | Feb Total +0.33% | Mar Total -2.96% | Apr Total +1.61% | May Total +1.52% | Jun Total -2.27% | Jul Total +3.33% | Aug Total -0.35% | Sep Total +1.26% | Oct Total +3.60% | Nov Total +9.34% | Dec Total +2.35% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 Avg +0.18% | 0.00% | +0.90% | +0.66% | +0.28% | -0.16% | +0.72% | +0.03% | -1.01% | +0.37% | -0.74% | +0.32% | +0.73% |
| 2 Avg +0.03% | +0.19% | -1.12% | +0.66% | +0.14% | +0.49% | +0.62% | +0.02% | -0.76% | -0.06% | -0.50% | +0.34% | +0.29% |
| 3 Avg -0.10% | -0.43% | +0.35% | -0.64% | -0.72% | -0.23% | -0.10% | +0.18% | +0.47% | -0.39% | -0.21% | +0.50% | -0.03% |
| 4 Avg +0.18% | +1.03% | +1.13% | -0.95% | -1.29% | -0.23% | +0.95% | 0.00% | +0.33% | +0.53% | +0.90% | -0.28% | +0.01% |
| 5 Avg -0.13% | -0.10% | -0.49% | -0.08% | -0.30% | +0.13% | +0.51% | -0.70% | +0.15% | -1.00% | +0.47% | +0.34% | -0.45% |
| 6 Avg +0.14% | +1.01% | +0.25% | -0.46% | +0.47% | -0.40% | +0.28% | +0.17% | +0.35% | -0.60% | -0.01% | +0.55% | +0.08% |
| 7 Avg -0.14% | -0.29% | -0.15% | -0.80% | -0.87% | +0.21% | -0.45% | +0.41% | -0.17% | +0.04% | +0.01% | +0.39% | +0.02% |
| 8 Avg +0.04% | +0.34% | -0.91% | -0.46% | +0.81% | +0.32% | -0.27% | -0.22% | -0.07% | +0.30% | +0.16% | +0.18% | +0.25% |
| 9 Avg +0.12% | +0.30% | +0.34% | -1.66% | +0.82% | -0.23% | -0.67% | +0.76% | -0.06% | +0.66% | +0.71% | +0.65% | -0.15% |
| 10 Avg -0.15% | -0.19% | -0.83% | -0.42% | +0.20% | +0.22% | -0.98% | +0.31% | -0.44% | -0.07% | -0.74% | +0.96% | +0.16% |
| 11 Avg +0.22% | +0.20% | -0.13% | +0.94% | +0.29% | -0.16% | -0.57% | -0.21% | +0.87% | +0.92% | -0.27% | +0.77% | -0.01% |
| 12 Avg +0.18% | +0.64% | +1.19% | -0.82% | +0.21% | -0.35% | -0.10% | +0.45% | +0.19% | +0.09% | +0.16% | -0.16% | +0.70% |
| 13 Avg -0.31% | -0.94% | -0.22% | +0.78% | -0.20% | -0.73% | -0.32% | -0.06% | -0.20% | -0.51% | -0.08% | -0.04% | -1.21% |
| 14 Avg +0.28% | +0.23% | 0.00% | +1.58% | +0.31% | +0.93% | -0.65% | -0.35% | +0.37% | +0.11% | -0.28% | +0.34% | +0.83% |
| 15 Avg +0.37% | -0.33% | +0.88% | +0.31% | -0.65% | +0.33% | +0.41% | +0.56% | -0.15% | -0.21% | +1.84% | +0.94% | +0.50% |
| 16 Avg +0.09% | +1.09% | +0.54% | -0.78% | +0.47% | -0.09% | +0.09% | -1.08% | +0.30% | +0.13% | +0.34% | -0.19% | +0.23% |
| 17 Avg -0.04% | -0.20% | +0.07% | +1.11% | +1.08% | 0.00% | -0.63% | -0.51% | -0.88% | -0.16% | -0.44% | +0.48% | -0.35% |
| 18 Avg 0.00% | -0.44% | -0.04% | +0.09% | -0.99% | +0.43% | -0.19% | +1.48% | +0.02% | +0.28% | -0.26% | +0.25% | -0.64% |
| 19 Avg +0.07% | -0.52% | +0.48% | +0.06% | +1.15% | -0.49% | -0.22% | 0.00% | +0.04% | +0.95% | +0.13% | -0.59% | -0.10% |
| 20 Avg -0.10% | -0.52% | -0.01% | -0.56% | +0.01% | +0.47% | -0.08% | +0.55% | -0.33% | -0.29% | +0.06% | -0.47% | -0.07% |
| 21 Avg +0.17% | +0.03% | -0.74% | +0.13% | -0.60% | +0.07% | +0.83% | +0.51% | -0.28% | -0.26% | +0.59% | +1.16% | +0.56% |
| 22 Avg -0.08% | +0.46% | +0.19% | -1.33% | 0.00% | -0.56% | -0.35% | +0.10% | -0.46% | +0.09% | +0.13% | +0.43% | +0.30% |
| 23 Avg -0.07% | +0.13% | -0.56% | -2.33% | +0.69% | -0.22% | +0.22% | +0.41% | -0.04% | -0.02% | -0.27% | +0.54% | +0.64% |
| 24 Avg -0.02% | -0.05% | -0.32% | +1.28% | -0.04% | +0.10% | -1.41% | +0.09% | +0.48% | -0.40% | -0.14% | +0.43% | -0.20% |
| 25 Avg +0.21% | -0.45% | -0.29% | +1.40% | -0.21% | +0.67% | -0.15% | +0.57% | +0.48% | +0.39% | -0.16% | +0.30% | 0.00% |
| 26 Avg +0.12% | +0.09% | +0.57% | +0.46% | +0.06% | +0.72% | -0.66% | -0.10% | -0.15% | -0.55% | +0.51% | -0.09% | +0.62% |
| 27 Avg +0.15% | -1.31% | +0.06% | -0.30% | +0.78% | +1.63% | -0.31% | -0.37% | +0.37% | +0.92% | -0.11% | +0.13% | +0.25% |
| 28 Avg +0.03% | -0.25% | -0.82% | -0.03% | -0.11% | -0.67% | +0.28% | +0.96% | +0.33% | +0.21% | +0.35% | +0.06% | +0.08% |
| 29 Avg +0.16% | -0.17% | - | +0.19% | +0.43% | -0.48% | +0.69% | +0.06% | +0.33% | -0.18% | +0.62% | +0.79% | -0.47% |
| 30 Avg -0.01% | +0.19% | - | -0.23% | -0.60% | +0.18% | +0.23% | -0.62% | +0.11% | -0.02% | +0.69% | +0.30% | -0.33% |
| 31 Avg -0.32% | -0.70% | - | -0.73% | - | -0.37% | - | -0.07% | -0.52% | - | +0.11% | - | +0.08% |
| Rank | Stock | Avg Return (%) | Wins | Losses |
|---|
